Item: Bonterra Development + Digital
Rating: 10
Author: Ron Sykes

Overall Satisfaction with EveryAction

Use Cases and Deployment Scope

EveryAction (EA) is our digital CRM. We use it to send action and appeal emails to our donors and supporters. EA has provided us with greater flexibility and speed in producing and disseminating our messages to our audience than our former CRM. I use EA to track donations, look up supporter contact information, and view reports.

Pros and Cons

Pros

Templates for email queries.
Custom fields for greater tracking detail
Better user interfaces for work activities.

Cons

Better strategies and solutions for sustainer migrations. Losing 10% of your organization's monthly donors is a big revenue loss.
Ability to easily use more payment processors than Paragon.

Return on Investment

Positive: Time saved in email queries. Improved reporting functions. Better ability and functionality in receiving donations from countries outside of the U.S.
Negative: Loss of a substantial number of sustaining donors and their revenue. That loss would happen when changing to any digital CRM, but it's an area that needs more work and solutions to mitigate and lessen those losses.

Implementation Rating

Great onboarding team. Took a lot of meetings and time to fully transition all of the data and donor information, but very pleased with the help we received throughout the long process. Diving into the details of record fields and their clean-up was arduous but doable with help of EA's support team. Not to sound like a broken record, but more needs to be done to plan ahead and mitigate the loss of monthly donors.

Reliability and Availability

We haven't had to contact the support team very often so far, but they seem to be very responsive when we do so. Rumi, our account contact, has always been available, helpful, and responsive to our questions and concerns.

Performance

Helped us integrate different departments that send messages. We no longer have two or three different sets of data in different CRM systems that are siloed off from each other. Allowed for more granular targeting of our audiences and reaching out to new audiences when sending out voting and other advocacy-related information.

Key Insights

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

Yes

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

Yes

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

Yes

Did implementation of Bonterra Development + Digital go as expected?

Yes

Would you buy Bonterra Development + Digital again?

Yes

Alternatives Considered

Other Software Used

Raiser's Edge, Paragon

Likelihood to Recommend

The onboarding and support team are first class. Very patient and helpful with all of the onboarding process and genuinely interested in making our organization's experience with EA and fundraising successful. Ease of use in sending email communications to our donors and supporters. Reporting functions are well thought out and helpful in tracking revenue and donors.

Evaluating EveryAction and Competitors

Products Replaced

Yes - We replaced Salsa (which EA has now acquired). We needed more capability in creating and sending emails, text messages, sharing the digital CRM with other parts of our organization, and more easily accepting donations from outside the U.S. EA provided that capability and flexibilty.

Key Differentiators

Product Features
Product Usability
Product Reputation

EA had much greater capabilities than our previous CRM. The size of our supporter list grew exponentially in 2020 and we needed a more robust digital CRM to allow us to communicate and interact with that greatly increased donor base.

Evaluation Lessons Learned

I believe we went through a thorough and exhaustive process to review the possibilities and then make our final choice. I would not change our evaluation or selection process in any way. We're glad we made the choice we did.

Comments

Please log in to join the conversation

EA--the EAsy choice!