{"id":338,"date":"2020-03-06T12:41:17","date_gmt":"2020-03-06T17:41:17","guid":{"rendered":"http:\/\/dev-tech-impact-guides.pantheonsite.io\/donor-management-systems\/?page_id=338"},"modified":"2020-10-06T14:47:38","modified_gmt":"2020-10-06T18:47:38","slug":"appendix-b-rating-rubric","status":"publish","type":"page","link":"https:\/\/guides.techimpact.org\/donor-management-systems\/appendix-a-research-methodology\/appendix-b-rating-rubric\/","title":{"rendered":"Appendix B: How We Evaluated the Systems"},"content":{"rendered":"

As noted in Appendix A, Tech Impact has made some significant changes to the evaluation criteria in response to feedback from a variety of sources. The following criteria are categorized according to the frequency with which the functionality is found in systems of the type that are profiled in this report. Functionality in the \u201cStandard\u201d column can be found in most systems in today\u2019s market. \u201cEnhanced\u201d functionality is not quite as universal, but is frequently seen. \u201cAdvanced\u201d functionality is only occasionally available in these types of systems.<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
 <\/td>\nStandard<\/strong><\/td>\nEnhanced<\/strong><\/td>\nAdvanced<\/strong><\/td>\n<\/tr>\n
Donation Management<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
Gift Records<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Quick\/Bulk entry<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Import gifts from spreadsheet<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Fund\/campaign\/appeal tracking<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Soft credits<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Notes<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Attach Document to Gift Record<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Assign\/Track Premiums<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Seamless integration to matching services<\/td>\n<\/tr>\n

Pledges<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Create Payment Schedule<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Customize Payment Schedule<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Prompt if open pledge<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Add credit card to pledge<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Auto-remind donor of upcoming pledge<\/td>\n<\/tr>\n

Recurring Gifts<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Manually run report on expiring credit cards<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Auto-process recurring payments<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Automatically run report on expiring credit cards<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Auto-update expiring credit cards<\/td>\n<\/tr>\n
Online Donations<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Online donation forms<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Online donations are automatically added to database<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Allow donors to cover processing fees<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Personalized giving arrays<\/td>\n<\/tr>\n

Other Gift Types<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Honor\/Tribute<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 In-Kind Gifts<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Stock Gifts<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Cryptocurrency gifts<\/p>\n

 <\/td>\n<\/tr>\n

Constituent Management<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
Contact Records<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Track multiple addresses<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Track communications preferences<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Do Not Contact\/Deceased<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Track relationships<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Track organizations separately from individuals<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Attach documents to contact records<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Import contacts from spreadsheet<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Use seasonal addresses for mailings<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Automatic NCOA updates<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Add social media profile links<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Track donor source<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Engagement scoring<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Track social media posts<\/td>\n<\/tr>\n

Householding<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Create household records with giving roll-ups<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Use household information for mailings<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Household totals show on individual record<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Track household salutations<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Auto-soft credits other individuals in households based on relationship<\/td>\n<\/tr>\n

Online Contact Forms<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Collect contact information online<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Online contact forms automatically update records<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Constituent portal for self-service<\/td>\n<\/tr>\n
Interactions<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 View some types of interactions<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Log offline interactions<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 View all interactions on constituent profile<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Store system-generated letters and emails<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Filter interactions by type<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Add emails sent outside the system to constituent records<\/td>\n<\/tr>\n

Groups\/Tagging<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Add tags to constituent records<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Add constituents to static groups<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Add constituents to dynamic groups<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Automatically add tags to constituent records based on actions taken<\/td>\n<\/tr>\n
Donor Research<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Integrate with wealth screening tool<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Prospect ratings<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Automatic donor profile searches and updates<\/td>\n<\/tr>\n
Duplicate management<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Manually run duplicate record checks<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Duplicate record deletion<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Automatic duplicate checking on import\/record creation<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Duplicate record merges<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Automatic system-wide duplicate record checks<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Field-by-field merge option<\/td>\n<\/tr>\n

Prospecting & Proposals<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
Workflow<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Assign status\/priority to constituent<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Assign staff contact<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Manually assign\/track tasks<\/p>\n

 <\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Automated task assignments<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Universal workflow tool<\/td>\n<\/tr>\n

Grant\/proposal management<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 No grant\/proposal management functionality<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Track grant proposals using manual workflow<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Grant proposal management module with automatic workflow<\/td>\n<\/tr>\n
Communication<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
Letters<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Generate individual letters<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Generate letters in batches<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Download file for labels and envelopes<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Create letter templates in system<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 System includes pre-built letter templates<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Merge and print labels and envelopes<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 One-click logging to constituent profile<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Integration with Word, Google Docs<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Automatic batching of email and letter receipts<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Save personalized letters on constituent records<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Automatic logging to constituent profile<\/td>\n<\/tr>\n

Email<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Send individual emails<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Track unsubscribes<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Create email templates within system<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 System includes pre-built email templates<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Send broadcast emails via one-way integration with a third-party system<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 View email performance metrics<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Drag-and-drop email editing tool<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Send broadcast emails natively or via two-way integration with a third-party system<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Log email performance metrics to contact records<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Facilitate A\/B testing<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Upload externally-created email templates to system<\/td>\n<\/tr>\n

Content<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Merge fields<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Conditional content<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Calculated fields<\/td>\n<\/tr>\n
Text Messaging<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 No text messaging capability<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Text messaging via third-party integration<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Native text messaging<\/td>\n<\/tr>\n
Marketing (Email) Automation<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Autoresponder emails<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Triggered emails<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Triggered email series with automated workflow<\/td>\n<\/tr>\n
Other Interactions<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
Events<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Event tracking via third-party integration<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Event registration tracking<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Online event registration and\/or ticket sales<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Event tracking native to system<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Event attendance tracking<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Track guests<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Assign tables<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Onsite check-in<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Onsite payments<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Generate name tags and\/or table tents<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Assigned seating<\/td>\n<\/tr>\n

Volunteer Management<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Track volunteer interests and skills<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Track volunteer hours<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Online volunteer information forms<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Volunteer scheduling via third-party integration<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Online volunteer hour submission forms<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Native volunteer scheduling<\/td>\n<\/tr>\n
Membership<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Accept membership payments<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Accept renewal payments<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Specify expiration dates<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Multiple membership levels\/types<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Auto-renewals<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Grace periods<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Manage member benefits\/credentials<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Member portal with gated benefits<\/td>\n<\/tr>\n

Peer-to-peer Fundraising<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Peer-to-peer fundraising via third-party integration<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Peer-to-peer fundraising native to system<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Manage teams<\/td>\n<\/tr>\n
Payments & Accounting Integrations<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
Payment Processing<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Payment processing via native tool or integration<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Ability to choose from multiple payment processors<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Ability to set up multiple payment processors<\/td>\n<\/tr>\n
Transaction Exports\/Accounting Integration<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Export transactions<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Vendor will create a custom report to export transactions for Accounting<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Pre-built integration with one accounting system<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Schedule recurring transaction report exports<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Pre-built integrations with multiple accounting systems<\/td>\n<\/tr>\n

Reconciliation<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Mark transaction records as passed to accounting<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Mark transaction records as reconciled with accounting and lock records<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Pass adjusted transactions on to accounting<\/td>\n<\/tr>\n
Search, Queries & Reporting<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
Search<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Basic search<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Global search<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Partial term matching<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Soundex\/fuzzy search<\/td>\n<\/tr>\n
Queries<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Basic query builder<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Advanced query builder<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Visual query builder or query builder wizard<\/td>\n<\/tr>\n
Reports<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Pre-built standard reports<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Export report data<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Custom report builder<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Save reports<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Add graphs and charts to reports<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Schedule reports<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Mark reports as favorite<\/td>\n<\/tr>\n

Dashboards<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Pre-built dashboard<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Add\/remove widgets<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Advanced dashboard customization<\/td>\n<\/tr>\n
Other Integrations<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
Integrations<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Pre-built integrations<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 5+ pre-built integrations<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Integration or app marketplace<\/td>\n<\/tr>\n
APIs<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Read-only API<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Two-way API<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Multiple APIs<\/td>\n<\/tr>\n
Security, Customization & Configuration<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
Security<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Password complexity requirements<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Automatic logout after a period of inactivity<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Data encryption in transit<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Two-step login verification or two-factor authentication<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Data encrypted at rest<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Single Sign On<\/td>\n<\/tr>\n
Permissions<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Limited number of pre-set role-based permission sets<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Customizable role-based permissions<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Granular role-based permissions<\/td>\n<\/tr>\n
Customization<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Add a limited number of custom fields<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Customize dropdown menu lists<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Customize online form colors\/header<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Add numerous custom fields<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Customize online (UI) form layouts<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Customize standard field names<\/td>\n<\/tr>\n
Mobile Access<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 System is responsively designed<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Vendor provides mobile app with limited functionality<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Vendor provides mobile app with robust functionality<\/td>\n<\/tr>\n
Training & Support<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n
Training<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Initial training available during implementation<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Online training videos<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Occasional training webinars<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Role-specific training available<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Online multi-stage training program<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Regular training webinars<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Ongoing one-on-one training available<\/td>\n<\/tr>\n
Support<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Email support<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 In-system contextual help and tool tips<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Knowledge base<\/td>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Phone support<\/td>\n\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Unlimited phone and email support at no extra cost<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 Web chat support<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0 User community or forum<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

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