Bonterra EveryAction enables nonprofits to increase efficiency, optimize supporter and prospect interactions, and raise more money by providing expansive fundraising, digital, and organizing tools on a unified CRM.
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Kindsight iWave
Score 9.0 out of 10
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iWave offers their nonprofit fundraising intelligence platform, for performing prospect research online with VeriGift, the company's donor and donation database.
Bonterra EveryAction is a good CRM to use if your company has institutional fundraisers, grants, and individual fundraising, as it is suited to manage the processes that go along with all of those. I've heard that SalesForce has more functionality than Bonterra EveryAction, but I think that Bonterra EveryAction has plenty to learn and is extremely useful.
iWave is a great resource for getting a big picture understanding of a donor and their potential alignment to your organization. There may be times if you are wanting to dive deeper into a particular facet of the donor profile that you would need to continue researching through other sources. Overall iWave has a user-friendly interface and is a must-have program for any prospect researcher.
Some people find the Create A List tool more intuitive than other record-querying equivalents, which can make it easier for digital organizers to target and segment bulk emails, broadcast texts, door-knocking sheets, etc.
The ability to add custom fields on both Contact and Contribution records allows for some flexibility in making the system adapt to your organizing model
There aren't a lot of other tools out there that make phone banking quite as accessible
EveryAction's Email Series/Automations allow for some pretty sophisticated things to run mostly on their own, from welcome and reactivation series, to drip campaigns
For the most technical EveryAction users, the ability to customize online form appearance and functionality using callback functions allows for pretty intricate customization of submitter experiences (e.g. redirecting form submitters to different destinations based on how they filled out the form)
iWave is very user friendly. It did not take long at all to figure out the most efficient way to use their website. There are many Training Webinars and a support center. Customer Support is very helpful.
The credits you purchase are only used if you use a batch screening. Individual screening is unlimited.
We have found that the information discovered in iWave about our donors is up-to-date and accurate.
The Foundations/Charities search function is particularly helpful. You are able to see the financials, 990s, grants awarded, and the people connected to the organizations all in one place without having to search the internet.
Tech support resolutions and turnaround time (when going through basic channels).
Continuity of the software—We recently lost a feature we had enjoyed for the first several months and were told that it is "not currently possible" with our version of VAN—even though we had it.
I wish you could see ALL bulk uploads at ALL times, not just the last 100 batches or lines.
The biggest piece of missing functionality has been data integration with Raiser's Edge, but iWave is working feverishly with Importacular to make that an option for users as well. I expect that process to be more user-friendly in the next year or so.
I love that iWave is always adding new data sources to their 360 Search with Database USA being the newest piece. I hope the "COMING SOON" section of that data source will be populated soon.
We will never us EA, nor recommend them to another org, simply based on their failed promises to deliver training, on-boarding and then charging our account during our free 3 month period, then after cancelling the contract their legal department tried to force us to sign a cancellation agreement that barred us from writing reviews, making comments, etc!
It's just so easy--there isn't a lot of techy lingo or graphics, so a regular person can log in and have a sense of what does what. There might be a few terms you need to learn, but everything is in common English so you can almost always find what you're looking for.
I think it's very usable, but think the variety of different search functions, search by features can get confusing and overwhelm the user. I would prefer a "master" search function instead of having the user need to figure out to search by company name, employee's name, employee's title, etc. The website is a great resource and my team utilizes its uses often.
The only issue I have had with availability is when I don't have my work phone with me, which prevents me from providing a multi-factor authentication code to access the portal. Other than that, I have not had an issue with availability or outages.
I feel like product support and training should go hand in hand. Having to pay $5k to learn how to use a database is absolutely ridiculous and should be offered with the cost of your database, as it is with every other database I've ever used in the last 10 years of my career. With that being said, once I took the training, I found that the support was much more available. Having training and support behind a paywall is bad business in my opinion
iWave customer support is more responsive than most software platforms I currently use. My requests are always handled promptly, and support is incredibly responsive, friendly, and patient. Plus, I can always get someone on the phone immediately if I need a problem resolved right then and there. In addition to the live and personal support, the iWave knowledge base is frequently update with new content, including video webinars that help you become a more powerful user of the software.
They went through all the features and explained in easy-to-digest details what features the system had. They were also responsive to questions we had. We were able to check in with the support team after training and received prompt followups that helped supplement the training after we had real-world experience using the system.
It natively integrated with NGP Van extremely well. it also integrated very well with our zoom platform and our use of the Mobilize platform. The bulk upload feature allowed us to move large amounts of initial data into the platform easily. The removal of duplicates was also a fairly easy task.
I liked Action Network in that it was very user friendly. However, it didn't have the magnitude of features that EveryAction provides. But I appreciated the level of basic knowledge needed to use this to its extent of services. I kind of miss how easy it was to navigate and create when writing a newsletter. EveryAction has the special features that I need to update such as the domain.
W e originally selected iWave because w e believed the return on our ROI would happen faster than it would with Donor search. Looking back, I wish we had realized that is kind of how it goes with major giving in general. We also didn't have a system the linked to DonorSearch at the time and iWaves reports pulling seemed simpler for our database type.
We are able to make informed fundraising decisions. We can easily see what campaigns were successful so that we know where to invest our time. We expect to see improved fundraising performance.
Saving time on data collection: Having automated reports on donations and grant funds raised is a huge time saver. Rather than spending hours once a quarter pulling information out of a bulky Excel sheet, we can simply refresh the reports we've set up and visualize the data anytime.
Saved money on other softwares since Bonterra EveryAction is a one stop shop: We've been able to cancel the subscription to our email marketing company since we send all our campaigns through the software. We are also able to send surveys and to host our donation page.
Every year following our annual gala we run a list of all event attendees to learn more about their interests and giving history. This has led us to new board and/or major donor candidates.
iWave helps us understand details and less-known interests of our current donors, which helps us with donor stewardship. In today's digital age, these personal details help craft relevant stewardship and communications plans with our existing supporters. With so many competing charities, these small differences can account for a supporter to choose your organization over others who aren't making that personal connecting to the donor.
