Personify is a Keeper
Susan Kerns | TrustRadius Reviewer
October 31, 2017

Personify is a Keeper

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Personify

The American Urological Association uses Personify to manage all data related to our constituent, companies, and committees. It is our Accounts Receivable as well as our eCommerce system, and we use it to track fundraising, inventory, meetings, miscellaneous and subscription orders. We also track all of our awards and medical transcript records in Personify. There are add-on components that can be purchased separately such as the point-of-sale, which AUA uses to sell our products at onsite meetings. The system includes a robust report writer that allows staff to create their own reports using any field of data in the system.

The majority of our staff use Personify and it is our organization's primary customer database and the authoritative source when integrating with other software applications. For the AUA, it is a powerful tool that allows us to store any and all information pertaining to our customers in one system.
  • Personify is customer centric. The system tracks everything on a customer such as their orders, awards, donations, biographies, demographics, transcripts, etc.
  • Personify is our Accounts Receivable system. It integrates very well with Microsoft Dynamics and has an eCommerce component that integrates nicely with our AUANet.org website. It also provides an infrastructure that allows us to manage other sections (chapters) and societies.
  • Reporting is made easy with many canned reports, batch reporting processes, and report writing tools built into the system. You can also easily add Crystal Reports to the system navigation without needed a full license of the software (uses a run-time version).
  • Personify needs to provide a true web-based system.
  • Personify does not always think through new offerings making it hard to make a new function or feature work with the existing system. However, they are good with acknowledging and fixing such issues that arise.
  • Fundraising module needs to be able to recognize all subsystems when showing a customer's donor history. Currently, the system only shows fundraising subsystem donations in the customer's giving history when there could have been a donation made as part of a membership dues renewal campaign.
  • Personify has positively impacted our single sign-on (SSO) process requiring every user to have a unique email address in the system. This allowed for less duplicate records in the system and it improved our system's security.
  • Another positive experience was implementing the Personify Awards system. We used MS Access to manage our awards in the past, and it another easy implementation that now allows our staff to see this information along with all the other customer information in one location.
  • Personify eBusiness (eCommerce system) includes all the web and data services needed to integrate our software applications as well as other vendor software applications. It has allowed us to add much more functionality to our existing systems while making it seamless to our customers.
  • The only negative impact at this point is not having a truly web-based system because that would make the system more efficient for our remote staff.
Personify is very similar to other AMS/CRM systems in that they all offer the same basic functionality. However, you have to do your due diligence and not settle for doing things the same way you have always done things. For this reason, last year we hired a consultant to help us review our AMS system and determine if it was time for a new solution. After working through a process with staff from all areas of the association, we found Personify best met our current needs as well as our needs in the future because the core system is well configured with minimal customizations. Most of our issues were outside of Personify, but we are able to leverage our AMS to increase productivity and be more efficient.
Personify works very well for professional societies, but it is somewhat cumbersome to use if you are managing multiple sections and/or societies. It works very well for us as our Accounts Receivable system, but that might not work for everyone.