Great for 360 view of contacts, but not ready for prime time
Overall Satisfaction with EveryAction
We use EveryAction to receive donations and membership dues, send targeted email blasts, process letters to officials on action priorities, and track supporters' interests.
Pros
- Provide comprehensive view of supporters' engagement
- Offers a welcoming user-friendly interface
- Acknowledges problems through email
Cons
- Does not provide an API for website integration
- Give overly technical error messages confusing to non-tech users
- Fails to prioritize or respond to significant technical problems
- Unified engagement
- Has yet to save significant staff time due to unexpected problems encountered
- Has been responsive on minor problems
We are pleased that we can use all of these features to engage supporters through one CRM, but we have yet to be able to effectively do so six months later as we are continuing to work through unresolved problems encountered during the implementation.
Do you think Bonterra EveryAction delivers good value for the price?
Yes
Are you happy with Bonterra EveryAction's feature set?
Yes
Did Bonterra EveryAction live up to sales and marketing promises?
No
Did implementation of Bonterra EveryAction go as expected?
No
Would you buy Bonterra EveryAction again?
No
We went with EveryAction as they offered a more user-friendly interface and assured us they could meet the unique needs our business model requires.
Using EveryAction
5 - Member and donor support, email marketing, event planning
1 - Data management, HTML, graphic design
- Membership and donations
- Email marketing
- Fundraising
- Send donation acknowledgement letters much faster
- Resolve subscription inconsistencies with various agencies
- Increase fundraising with targeted asks
- Monitor grant applications and reports
- Engage more personally and more often with supporters
Evaluating EveryAction and Competitors
Yes - We replaced MailChimp, CiviCRM, and Action Network with EveryAction as a comprehensive CRM.
- Product Features
- Product Usability
- Product Reputation
We needed a singular CRM that offered a non-tech user-friendly interface.
We might have delayed another year in order to give EveryAction time to improve their membership and donor tools and to roll out an API tool.
EveryAction Implementation
- Implemented in-house
Yes - We exported a number of spreadsheets from various databases and sent them to EveryAction. They reviewed with us how various data would be mapped and translated to their system then uploaded each individual spreadsheet. They then worked with our developers to implement a system that was intended to facilitate member-only access to select parts of our website.
Change management was a small part of the implementation and was well-handled
- Failure to explain or complete how deduplication would take place and by whom
- Failure to inform our developers about limitation on access to contact data for member-only access
- Time wasted on member-access issue that ate up our new client training hours
EveryAction Support
Pros | Cons |
---|---|
Knowledgeable team Problems get solved Kept well informed No escalation required Support cares about my success Quick Initial Response | Difficult to get immediate help |
Yes - We have reported a number of small bugs (often related to search or uploading problems). Anything dealing with the information architecture gets dismissed and we're told it's not something that can be fixed. But often if a search query can be set up better or conditional coding can be better defined, they are very helpful.
They attempted to work with our developers to implement API-like access for member-only content on our website but missed the mark for neglecting to inform us that there were limitations on the type of contact we could offer such access.
Using EveryAction
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Well integrated Consistent Convenient | Requires technical support Feel nervous using |
- Simple queries
- Contact overviews
- Reports
- Complex queries
- Admin permissions
- Targeted email design
Comments
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