Avis et détails du produit de DonorSearch

I do appreciate the scores (RFM, MLR, ACQ, PGID) that it provides to us. The screening results have been helpful.

I do find the Help section to be robust and usually guides me in the correct direction to answer my question. Avis collecté par et hébergé sur G2.com.

It is frustrating that the information we get in the profiles on giving, etc. is often listed as low quality and it's up to us to determine whether or not it is applicable.

The process for loading the data into Raiser's Edge 7 (this may very well be a Raiser's Edge thing and not a Donor Search thing) took an inordinate amount of time, even when it was loaded straight through the server into RE. I also disliked that the Acquisition Score and Planned Giving scores did not have a load into RE. In the case of Planned Giving, this forces us to compare information from two different systems before sending out correspondence. Avis collecté par et hébergé sur G2.com.

DonorSearch is an intuitive tool and the data we retrieve is accurate and impactful to our relationship building process with current and future donors. I use the tool on a weekly basis to support my donor research.

The customer support team at DonorSearch is proactive, efficient, and very professional. They provide on-going training and alway respond to questions in a very timely manner.

I previously used another (and much more expensive) search engine. DonorSearch has been a far better investment for our school! Avis collecté par et hébergé sur G2.com.

I have no issues or concerns with the DonorSearch platform. Avis collecté par et hébergé sur G2.com.

Wealth summaries are great high-level looks at donors, and it's integrated with our CRM, Giveffect, so we don't have to go back and forth between software. We recently used the Marketing Lists, and it's difficult to see how fruitful that is, but we're hopeful it leads to new donors. Avis collecté par et hébergé sur G2.com.

Navigating DonorSearch when you're learning it isn't the most user friendly, but once you spend more time with it you understand it better. All the information, while valuable, isn't to be taken at face value, and while it does save some time, you need to still compare the data. Avis collecté par et hébergé sur G2.com.

DonorSearch has made it seamless to implement deep background research for our individual research and utilize broader datasets in our multichannel fundraising initiatives. The platform is easy to use and any difficulties we face are quickly responded to by a dedicated group of the DonorSearch team. Recently, integrating DonorSearch AI has simply elevated our usage to a near-daily degree. Avis collecté par et hébergé sur G2.com.

While others have an easier time, our own CRM does not integrate with DonorSearch. Less a "dislike" and more a "heads up" to get clarity from your own CRM when it comes to integration. Avis collecté par et hébergé sur G2.com.

DonorSearch provides great value. The cost is reasonable and the data is trustworthy and very useful in our analysis. We have used the scoring models to figure out the best way to focus our limited resources. The integration with Blackbaud RE-NXT helps keep more data in a single location. Excellent customer support, including the online tool. The interface is easy to use and there are detailed instructions and assistance through implementation. Avis collecté par et hébergé sur G2.com.

As with any tool that is based largely on names, there can be inaccuracies with common names. Some of the integration with RE-NXT is very easy but it's a bit of work to get other information into the system and requires intervention/coordation with the vendor. Avis collecté par et hébergé sur G2.com.

DonorSearch pulls information from a variety of sources to get a better picture of a current or prospective donor for our organization. It does so quickly which saves a lot of time from having to do the research manually. It also organizes the report into distinct sections such as charitable contributions, political contributions, real estate and equity listings, etc. so we can see the various markers of wealth and prior giving history of donor prospects.

We are also able to upload current donor data to conduct wealth screenings en-masse. DonorSearch additionally ranks the quality of the donors that allows us to strategize our efforts accordingly.

DonorSearch recently updated their user interface to a more streamlined, modern design that is far more user friendly than their traditional user interface. Avis collecté par et hébergé sur G2.com.

The integration within Raiser's Edge NXT could be improved. While it is useful in its current state, it could be perhaps more powerful with the ability to conduct queries or reports using DonorSearch data within NXT. Avis collecté par et hébergé sur G2.com.

Overall, DS is a great product. It integrates perfectly with Salesforce and autmatically screens new donors, and has simple processes to batch screen others. It was easy to implement/install in Salesforce. Their website is easy to use and their customer support team checks in frequently to preemptively get ahead of any issues that may arise. I would highly reccomend DS to any organization. Avis collecté par et hébergé sur G2.com.

The main drawback that I have encountered with DS is using the DS Website as a team. As the admnistrator, all donors are screened under my account. I then have to manually 'share' those results with every other account (users) that is in my organization. We screen donors weekly at the minimum, and often times multiple times a week. This means I would have to manually share each screening with each team member. There is no option to automatically share or to bulk share. It has to be each screen with account 1 at a time.

We ultimately just all share the 'admin' account so everyone can view all the screenings without extra manual work. A minor drawback, but drawback nonetheless. Avis collecté par et hébergé sur G2.com.

I like how easy DonorSearch is to use, especially for someone who is new to the product. I appreciate the overflow of data because you can never have too much when you are prospecting donors.

Additionally, the customizable profiles on what to include/what not to include, the ability to create marketing lists, and the AI Custom Models are all great perks that make DS unique. Avis collecté par et hébergé sur G2.com.

Like any wealth-screening platform, not all "giving capacity" or "income" or "wealth" is 100% accurate. I do appreciate that DonorSearch provides a data cheatsheet, allowing clients to understand how they source their data and where there may be gaps. This is so useful for the researcher and fundraiser to be successful when prospecting donors. Avis collecté par et hébergé sur G2.com.

Reasonable price for the data provided (which is robust). Strong Customer Support. Account executives operate like it is a family business; flexible and genuinely wish to work with you. Once set-up, fairly easy to use. Avis collecté par et hébergé sur G2.com.

RE NXT integration is not as smooth as promised. A bit of a learning curve to get users and systems implemented. Avis collecté par et hébergé sur G2.com.

I like that I am able to get a financial history of my donors/donor prospects and appreciate the social media feature that connects to their LinkedIn - very handy! I also like seeing the connections they have to my inner circle. Avis collecté par et hébergé sur G2.com.

I wish there were more email addresses and phone numbers available - most profiles don't have one listed. I'd also like more info about spouses connected to profiles. Avis collecté par et hébergé sur G2.com.