Bloomerang is a great solution for NPO consitutent management!
April 04, 2017
Bloomerang is a great solution for NPO consitutent management!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Bloomerang
Bloomerang stores all of our donor and volunteer constituent information - such as names, addresses, connection to our organization, participation in special events, personal interests, and more. Bloomerang also keeps records of all donations (cash or in-kind) made by our constituents. There is more that we could be doing - such as tracking grants - but we haven't done that yet. We are excited about the way that Bloomerang organizes our information and makes it so easily accessible through reporting filters.
- I love that I can create custom fields for constituent profiles and then use them in my filtering. For example, I can keep track of who participated in a particular event in a specific year by creating a field for that - and then when I want to send correspondence to only those constituents - it's a piece of cake. When working with constituents, details matter!
- Bloomerang reporting filters are powerful, yet easy to use. When I need to create a complex report, I map it out on paper from the largest criteria to the smallest - then give it a try in Bloomerang. I can then see from the results whether I need to make adjustments here or there - and then be confident that I am getting the results I need - and if I run into a question, Bloomerang customer service is always able to help me quickly and completely!
- Bloomerang customer service is rockstar! Access via chat is fast and easy, and I always feel like Bloomerang reps are not only expert in helping me find solutions - they also really care about my needs and want to help me.
- Bloomerang should create additional access levels for users. Currently, users can be administrators (able to see and edit all constituent records plus make changes to custom fields, settings, etc.) or users (able to see and edit all constituent records). There is no way to allow someone to only SEE records - and there is no way to limit which records someone can see. I would like to allow others in my organization the access to SEE records (without any risk of them changing entries), but I can't do that. There would also be value in the ability to set up a dashboard containing select constituents with the ability to create notes or interactions (e.g., in the case of a board member assigned to solicit a certain group of donors).
- I would like Bloomerang to improve the process for corresponding with notificants when honorarium or memorial donations are received. When a donation is received, Bloomerang keeps track of the acknowledgement status (yes, no, do not acknowledge) and automatically changes the status when a letter is created to acknowledge a donation. A similar mechanism for donations where there is a notificant would be very helpful.
- Because my organization has been using Bloomerang for only one year, we haven't yet studied what impact it has had on our ROI. We have, however, noted that we are able to more efficiently and more rapidly communicate with constituents now than we were able to before we had Bloomerang. We can quickly and efficiently generate acknowledgements and tax receipts - and do so - better than we ever did before.
- Donation Director
Donation Director was our CRM since 2009. It was built on Microsoft Access and was clunky and tedious. There was too much to try to remember. A user needed to be very familiar with Access in order to be successful using the product. Donation Director was also software based - unlike Bloomerang which exists in the cloud. It is a benefit to be able to access our CRM from anywhere and from any device - but the biggest benefit has been Bloomerang's easy-to-use interface, the simplicity of customizing fields, the report filtering system, and Bloomerang's STELLAR customer service.