Bloomerang CRM vs. Fundraising Report Card

I can't speak to Bloomerang's functionality for a very large organization, but for a small-to-midsize non-profit, I don't know what else you'd need! Need to register volunteers, or sell tickets, or generate e- or print communications, or pull donor data? Bloomerang does it. Bloomerang is my third CRM tool in my current organization and it is vastly superior in almost every way to the others that came before.

Incentivized

If you work in a Development/Fundraising Department and have EVER been asked what your donor retention rate is - this is for you.

Incentivized

• Website integration for online donations is awesome! It makes it so much easier to raise money online. We've tripled the amount of money we raise online, mainly because of this and the ability to send emails through the system.
• Emails are tracked directly in a donor's record, so we can see instantly their engagement with our content.
• Integration with DonorSearch is awesome and seems to be improving often.
• They listen to their customers' needs. If enough customers request a feature, they'll get it for us. We feel like the development of this software is always happening and it's a partnership, rather than a transaction.

Incentivized

• It makes preparing fundraising reports super easy. I used to spend 6-8 hours preparing a board report and now it takes me 30 minutes... PLUS I can pull up the reports in real time during board meetings to allow board members to see the data presented in different ways or to answer questions on-the-spot.
• It has metrics that I've never even thought to prepare - including some that always felt too complicated to prepare. Lifetime Donor Value, Donor Retention Rates, Lapsed Donors, Acquired Donors, Reactivated Donors - all broken down by giving segments.
• I can customize Giving Segments. I work at a small non-profit - a major gift for us is different than a major gift for a larger organization. I can break up my data in the segments that make sense for my organization [and select colors that match our branding... you've never seen a happier Marketing Chair on your Board of Directors than when you give them a report that is properly branded for the organization. It's a small thing, but it doesn't take any extra work on my part.]

Incentivized

• Some of the searches did not bring up the expected results. It would be good to see the logic be a little more "fuzzy".
• More pre-set reports would be helpful for small organizations who do not understand the logic behind how to get the results they are seeking.
• An ability to just page through donor records would be nice. Sometimes you just want to browse the data to get inspired.

Incentivized

• The only difficulty I have with Fundraising Report Card is that the integration with our CRM [Kindful] doesn't keep track of the unique ID that is exported to Fundraising Report Card [to maintain confidentiality]. So it takes a bit more work to identify which donor[s] fall into a category. For example, Fundraising Report Card will tell me that 3 major donors lapsed in the previous quarter - and I can export the Donor ID's from Fundraising Report Card, but those ID's don't mean anything in my CRM, so I can't directly see who those donors are to follow up. This is an issue with the integration specifically with Kindful.

Incentivized

#1 - I am very happy with the product and support so far.
#2 - With significant data migration costs, I wouldn't even consider another option for at least 3 years no matter how much better it might be.

Incentivized

Data and settings are very customizable to fit the needs of our organization. We are able to not only keep track of donations, but also other interactions we may have with a constituent. Support is extremely helpful when issues arise.

Incentivized

Any time i had a problem or question it has been easy to find an answer or tutorial. When I cannot find an answer, it is easy to email or live chat with support and they resolve my problems very quickly.

Salesforce is infinitely customizable, but Bloomerang is pretty straightforward and works out of the box. It is simple enough that folks who are not familiar with the robust features of something like Salesforce can hit the ground running. Even as it is simple it is powerful as far as showing visuals that can help fundraising staff more clearly understand where the organization is and what donors they can next target for upcoming campaigns.

Incentivized

• Because my organization has been using Bloomerang for only one year, we haven't yet studied what impact it has had on our ROI. We have, however, noted that we are able to more efficiently and more rapidly communicate with constituents now than we were able to before we had Bloomerang. We can quickly and efficiently generate acknowledgements and tax receipts - and do so - better than we ever did before.

Incentivized

• While I don't think I can entirely quantify the ROI for Fundraising Report Card, it made it possible for us to make better decisions and set better goals. Before we had this tool, we either spent way to much time analyzing data in spreadsheets [trying desperately not to make mistakes] OR more often, made strategic decisions without the facts to back us up. Our fundraising efforts are much smarter than before, and we KNOW where are areas of concern lie.
• We don't have to guess whether or not our strategies are working. We know.

Incentivized