CSRconnect has increased efficiency
November 09, 2019
CSRconnect has increased efficiency
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with CSRconnect
Our CSR team uses CSRconnect to manage our matching gifts and volunteer programs and collect data. It is being used by the home office employees to sign up for volunteer events and to make financial contributions as well as request matching gifts.
- "Automation" of the matching gift request process and gives employees the ability to "self-serve" by making the request directly when the make a financial gift.
- It also allows the employee to track their own giving so they know what they've used (or donated) and how much is still available for matching. It further allows
- employees to dictate the amount of the match request, regardless of what their actual donation might have been.
- Automated communication emails when employees sign up for events or change their participation status.
- Reporting - volunteer event participation data, charities supported, etc. Easy to get lots of data.
- The shift feature in creating a volunteer event is very cumbersome and difficult to use! Needs to be simplified and be more intuitive.
- When creating events, drafts don't save and you have to go in and re-create every time. It would also be nice to see the way the draft looks while creating.
- as opposed to having to create it, save it and then go to the actual event to see what it looks like.
- When creating an engagement element, it would also be nice to see the way the draft looks while creating as opposed to having to create it.
- Time saved!
- Increased participation in programing which has to lead to a meeting of goals.
- Simplification and better tracking and analysis of data.
- Efficiency!