Very helpful for staying organized
June 11, 2021

Very helpful for staying organized

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with EveryAction

In this job we contact many people by cold calling and certain people need followup. EveryAction has helped keep track of the people we need to contact and helps stay organized by being able to schedule calls by date. It has also helped keep all the notes/data in one place for a specific person and even calling directly from the page. In each person's profile you can add in notes, schedule them for certain events from our organization, schedule followups for each person, and even create lists for the people we need to cold call. These lists make it easier to cold call by simply clicking, adding the note, and clicking next to go on to the next person.
  • Creates lists for calls
  • Organizes by dates to follow up accordingly
  • Keeps all the information in one place
  • Helps stay organized
  • Going back to the recently contacted
  • Mobile phone options
  • Keeping customized setups
  • Simplified outreach
  • Organized data
  • Time saving
  • The flexibility of using it anywhere
I thought it was easy to use and accessible although kind of annoying to verify every time you switched devices.
It's always available from anywhere as long as you remember your login information.
It has helped reach out to more people in a more organized, easier manner.

Do you think Bonterra Development + Digital delivers good value for the price?

Not sure

Are you happy with Bonterra Development + Digital's feature set?

Yes

Did Bonterra Development + Digital live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Bonterra Development + Digital go as expected?

I wasn't involved with the implementation phase

Would you buy Bonterra Development + Digital again?

Yes

I haven't used any other products like EveryAction.
If you are looking to stay organized and don't mind opening so many tabs to look into each person, EveryAction is very helpful. If you are trying to have lists and want to see everything at once, there might be better options. You can still see lists here but it is especially helpful if you want to have a lot of information for each person and a profile with that info for each.

Using EveryAction

Not too much training, fairly easy to use.