Why ResearchPoint is a Prospect Researcher's best friend!
Shannon Richardson | TrustRadius Reviewer
Updated December 06, 2019

Why ResearchPoint is a Prospect Researcher's best friend!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Target Analytics

Target Analytics products, The Raiser's Edge, and ResearchPoint/WealthPoint are used by my organization. The Raiser's Edge is the database used by all Institutional Advancement staff. The ResearchPoint/WealthPoint module is used by the Prospect Research/Prospect Management team. The focus of my review will be how our team uses Target Analytics' ResearchPoint. It solves the business problem of data mining and prospect research for new donors to our institution.
  • Seamless integration between verified prospect information in ResearchPoint and The Raiser's Edge's Prospect tab
  • Easily decipherable and segmented real estate, business information, and gifts to other organizations
  • A different data source update schedule than our other wealth screening vendors
  • Clean and clear, customizable profiles with several places to add Notes
  • Confirmed relationships needs to be a field that can be synced to The Raiser's Edge
  • Philanthropic giving, when synced to the Prospect tab, needs to be able to be sorted by dollar value (like in Excel); this is a change that would need to happen in The Raiser's Edge
  • With increasing competition from other wealth screening vendors, it would be useful if data sources were updated more frequently (i.e. real estate and giving).
  • ResearchPoint gives us peace of mind that we have the right prospect thru their confidence level scores and just by having accurate information most of the time.
  • ResearchPoint often shows us gifts to other orgs or real estate we did not find from other sources.
  • I can't really come up with a negative impact on ROI!
No one product can give a complete picture of your prospect. We like to layer products to be sure we get second and sometimes third confirmations that we are looking at the right prospect and accurate assets for that prospect. All these vendors use similar data sources and algorithms, but the unique ways they each present the data along with each using a different data source update timetable really helps to put all the pieces of the puzzle that is our prospect together and ensures we are looking at the the most complete picture possible for our gift officers. ResearchPoint is a key component in this puzzle for us with the icing on the top being its seamless integration with The Raiser's Edge. Being able to qualify real estate, business info, philanthropic and political giving and then sync it to the Prospect tab with one click is a huge gift!
While there is always room for improvement, I have always had good luck with TA support. There are so many ways to get help! Sometimes I can answer my own question by just accessing the vast Knowledgebase directory. I have been able to get quick answers by initiating a live Chat without having to navigate the call center voice mail options, which can be a little overwhelming. Sometimes my question or problem is more involved and I'll submit a case online. Between email conversations or a phone call, the representatives I've worked with have always been super helpful, never condescending, and they often follow up days later to make sure everything is working well.

Do you think Target Analytics delivers good value for the price?

Yes

Are you happy with Target Analytics's feature set?

Yes

Did Target Analytics live up to sales and marketing promises?

Yes

Did implementation of Target Analytics go as expected?

Yes

Would you buy Target Analytics again?

Yes

WealthEngine, iWave, Foundation Directory Online (FDO), Zillow, Accenture, Perceptive Content (formerly ImageNow)
ResearchPoint is well suited for Prospect Research, especially if the user has Raiser's Edge as their main database given its integration capabilities with qualified data; however, it is not necessary. I used the Target Analytics product that came before ResearchPoint (The Researcher's Edge) as a stand-alone prospect research database for about a year. For small shops that do not have a prospect researcher or prospect research team, it could even be used by gift officers looking for new prospects or for wealth data on their known prospects.

Once systems are in place, the content is fairly intuitive and easy to navigate. The product is really a one-stop-shop, find prospects, wealth screen them, verify the data (the product saves you time by verifying a lot for you already), sync your findings to The Raiser's Edge, and if you'd like, export or print a professional-looking profile to a .pdf for your president or gift officer.