Awesome Customer Service
February 28, 2019
Awesome Customer Service
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with DonorPerfect
DonorPerfect is used primarily in our Development Department to manage fundraising efforts. Staff in other departments have access to view DonorPerfect for specific needs such as specific reports. We input all donations to the organization, including In Kind gifts. The system has the ability to link donors to each other so that we can see if there is a relationship.
We use the Online Donations feature, are looking at crowdfunding and, most recently, used the Event Management Feature for our largest annual fundraiser. This latter feature gave us information that we were not able to obtain in the past such as cost-per-person for the event as well as income-per-person.
We use the Online Donations feature, are looking at crowdfunding and, most recently, used the Event Management Feature for our largest annual fundraiser. This latter feature gave us information that we were not able to obtain in the past such as cost-per-person for the event as well as income-per-person.
Pros
- All aspects of customer support are outstanding, from the account manager to the technical support team. We have looked at using different features that DonorPerfect offers. Our account manager is very timely in giving us comprehensive information so that we can determine if the feature will work for us. In some instances we have purchased the add-on feature; other times we have pushed back to look at again in the future.
- Technical support is excellent. We have had to call when we have been stuck on a particular feature and the tech support team has, without exception, been able to resolve the problem expeditiously.
- Instant Merge on thank you letters is a breeze making the job of sending receipts less onerous.
- Creating Mail Merge files to send to our mail house is very easy. Creating filters for the mail merge files is easy as there are "help" buttons next to each section to explain it or to give the user a drop down list from which to select.
Cons
- Creating notification letters is cumbersome. We have become used to using the Instant Merge feature to create thank you letters but that feature is not available when creating a notification letter to send to a person when a donation has been made in their honor or in honor/memory of a loved one.
- Some functionality is limited when differentiating between an organization and an individual in the donor files. In the background, the software uses the Last Name field for the individual's last name or the organization's last name. That causes some issues when pulling that information into reports or letters.
- Online giving has increased dramatically since we started using the Donor Perfect online mechanism. I don't know the exact percentage but it is probably between 80-90% increase.
- Regular recurring gifts have increased through the use of DonorPerfect Online.
- At our special events we use DonorPerfect Mobile to not only receive gifts, payment for tickets, but also to capture attendees' information so that they are added to our donor base. This is important because acquiring new donors is important to the fundraising health of our organization.
- Our organization has been systematically cross-training its small staff. DonorPerfect is easy to use and cross-training has been effortless.
We switched from The Raisers Edge to DonorPerfect. It is much more user-friendly and much easier to use. The support with DonorPerfect was better (at least for our organization) than The Raisers Edge. The Raisers Edge was a complicated system necessitating intense, expensive, training at the Blackbaud facility in South Carolina. Our users have been able to learn how to use DonorPerfect in-house which is a huge cost savings, enabling us to be good stewards of the funds donated to our organization.
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