EverTrue
Review of EverTrue Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
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Customer Reviews
See why people love EverTrue
Nicole L.
Verified UserHigher Education · 5001-10000 employees
Great for custom giving pages
Verified reviewer
- I mainly use EverTrue for the custom giving pages
- Using these has allowed us to mirror our emails to match the giving page
- In turn, this has increased our conversion rates
- EverTrue also gives us the ability to see the visitors, who started the form and gifts
- Those figures have never been available to us so this has allowed us to better prove our worth
- The forms are super easy to set up and to fill out as a user
- There is even a recurring option which is huge for us
- While the pages are super easy to set up and use, they are lacking space for more text
- I understand the pages shouldn't need a lot of text as people should know what it is about before getting to the page but additional text space would be useful at times as putting text on the image in the background is not ADA compliant
- The main functionality or EverTrue lies in the prospecting abilities
- That area is not relevant to my position so I don't like that we have paid the full price for EverTrue when a lot of the functionality isn't used
David R.
Verified UserHigher Education · 10000+ employees
New frontier for Data and Volunteers
Overall, we are extremely happy with EverTrue. We feel that we get allot of value for the investment in the platform. Our customer success manager has been wonderful and has kept us engaged with everything that is happening.
- A single platform for our prospect research, Annual Giving and volunteers to access a rich set of data
- Continually evolving the platform and adding new features
- Daily syncing of our data
- Opportunity to review and see engagement data with Facebook
- This was a set of data that we didn't know we really needed, and now that we have it, it has really become a core part of our data set
- We really don't have many cons in terms of the core platform, other then our desire to have APIs available for data exchange
- It is supposed to be a part of their roadmap
- We had also used their Directory, and it was really wonderful have a single platform for all these Alumni tools
- They are no longer providing that capability, so that is disappointing to have to work with another vendor
Why they chose it
"We liked all the features that were provided for our investment. Plus we felt that representative and the team we the visionaries with new features to come."
Verified Professional
Fund-Raising · 11-50 employees
Evertrue
Fund-Raising
- Ease of use
- Everything is in one place from prospecting to execution of visits to stewardship
- Evolution of service
- As the company has gotten bigger, the early adopters have been left behind a bit
Jayne O.
Verified UserHigher Education · 201-500 employees
Evertrue is a great tool for Raiser's Edge users
I look forward to see their upgrades as they are always moving forward with integrations. Evertrue has acquired ThankView and the integration with Raiser's Edge is very good, especially for audience segmentation and delivery of video based messaging.
- The mapping feature really helps with segmentation
- The demographic segmentation can be collected with an actual map and highlights the zip codes
- It is supposed to integrate with EventBrite but it has not been able to link emails and names to the database
- The Evertrue database integrates with the Raiser's Edge database and the use of email to be primary is not enough to match for accuracy
Ryan M.
Verified UserHigher Education · 201-500 employees
3 Things That Changed How We Work
I have been working with EverTrue for more than three years. In that time, I have always felt like a priority when I encounter issues. I have a voice that is heard, regardless of the size of my institution, and that makes it worth my time to maximize our usage of the platform. Creating a great tool and fostering a culture of constant improvement keeps them relevant in the industry; investment in the customer relationship makes them valuable to us.
- Consumption: Databases are built to store information extremely well but not make it easy to access quickly or intuitively
- You have to learn another language of form acronyms to get at basic information
- Using EverTrue has allowed us to transform data consumption by putting constituents in a context that is relevant
- Users can see who they are, where they work, and their relationship with us alongside real-time info from third-party sources that we could simply not catalog efficiently
- Collection: We make a great effort to keep our data clean and up-to-date, but people change faster than we can work
- Our greatest sources of information are the frontline fundraisers
- People inadvertently fill in gaps in conversation and EverTrue helps us capture those updates by reducing barriers
- We empower anyone who interacts with constituents to help keep connected by retiring old data and suggesting updates through the platform
- This further reinforces the value of having one main software destination from which to work
- Communication: Gone are the days of submitting forms or writing emails with context to make sure we are talking about the same person
- We take all communication that doesn’t need to be preserved to EverTrue’s comment functionality
- It works like social media but without the awkward relatives filling up your feed
- Tag a coworker on a profile and exchange ideas on how to engage that constituent
- Share a link to a timely news article so they have it for their donor visit
- There are the small quality of life things that detract from the user experience at times
- You lose your spot in a list if you select a profile
- You can avoid the issue by opening each profile link in a new tab in your browser, but that does take away from the seamless nature of the platform
- I have had users confused by the default terminology on the platform when it doesn’t match our established norm
- Solicitation codes in EverTrue are known as exclusion codes to everyone in the office
- Our actual solicitation codes reference appeal coding
- This was sorted out, but worth noting as it was an adjustment
Ryan B.
Verified UserHigher Education · 1001-5000 employees
Changing the way Advancement Offices interact and use data
From the first sales meeting to the last call during the four-week implementation, EverTrue partners with you at your pace. Having worked with many sales and implementation professions, this was a very refreshing experience. The company has not only developed (and continues to improve upon) a solid platform; its employees are passionate, thoughtful, and committed. As the head of Advancement Services, I oversaw the initial set up, training, and finding the key points to measure ROI. Setting up the integration between Banner Advancement and EverTrue was straightforward and well documented. Training with our Customer Success Manager, Caroline, was a solid launching point for our gift officers and alumni relations team. We have almost 100% adoption with users loving the trip planning data and the ability to segment thoughtfully and intuitively.
- The New School's engagement with the platform is office-wide, Information Services uses EverTrue to capture employment updates from the LinkedIn integration and Eventbrite registration
- Officers also use the native functionality to notify Information Services when they discover new information
- Prospect Development has uncovered new prospects through creative segmentation available and find the list functionality an easy way to organize their work
- Gift Officers conduct their own prospecting prior to a trip which is made easier via the mobile app and the mapping functionality
- I do not have many criticisms of the EverTrue outside of the ability to be able to filter on all available fields within the platform
- You are limited by the predefined set for searching as well as display
- An example is "Last Interaction Date
- " I would like to this to be a column that displays so I could prioritize my outreach
Dan W.
Verified UserHigher Education · 1001-5000 employees
Want Results? You're missing out on the EverTrue experience!
EverTrue continuously delivers quality through every facet of their product(s). Our leadership gift officers find this tool to prove it's value while out on the road, planning visits and finding new prospects. The tool is even used by our alumni engagement, advancement services and prospect research teams as a means to cultivate alums and 'think outside the box' when it comes to segmenting our data. The customer success teams, including the company's leadership are engaged and very willing to ensure that we are well trained, satisfied and cutting edge. This says a lot about the company's ethics, values and their commitment to ensuring the success of their clients.
- Timely results, easy to use dashboards, ability to cull together segmented data based on easy-to-use features and user friendly applications
- The company continues to innovate their product line with new enhancements and helpful training opportunities
- We've been able to engage with donors that we would have not engaged with previously if it wasn't for this tool
- The integration of our database, LinkedIn, social media data rolled into one easy-to-use dashboard is superb
- Like most reviewers, we are waiting for the ability to extract career information to update our database of record
- This remains a number one priority to ensure that data is refreshed and consistent
- More PROS than cons when it comes to using their software
Amanda H.
Verified UserHigher Education · 5001-10000 employees
EverTrue's compatibility with Annual Giving
Our online giving program has really grown as a result of EverTrue's giving sites and customer service has been top-notch. We also attend and enjoy the webinars hosted by EverTrue to expand the work we are doing within the platform.
- Our office primarily uses EverTrue to bolster our online giving program
- The sites are very easy to set up and customize, and our conversion rate reflects the user's positive experience
- We have more than 180 pages currently published to cater to a diverse audience
While Facebook and LinkedIn integration are wonderful, we would like to see more social media integration and information for prospect research and to better help us capitalize on engagement scores
Annette M.
Verified UserHigher Education · 501-1000 employees
EverTrue review
We have six people in our office that uses this and we all really like the way it gives us what we want . Just today I was looking up some children of a past SUU employee that had passed so I search by one of the sons names and found a old message that was posted about the donor very helpful.
- It's so easy to use and I can find out everything I need is a few minutes
- I can match up their facebook and linkedin pages to even get more information about our prospects
- Very helpful
- There is really nothing that I do not like
- I find it very useful
Thomas G.
Verified UserHigher Education · 201-500 employees
User Friendly Platform
I have been able to increases my monthly visits and have been able to target certain constituents more effectively.
- -Geographical Searches - Meeting Setups - List and Favorite section
Every time something is confusing or isn't working properly, we contact Evertrue and within 24-48 hours that problem has been fixed
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