ThreeSixty

ThreeSixty
En savoir plus sur ThreeSixty
Personify360 est une plateforme logicielle de CME (gestion et engagement des parties prenantes) basée sur le cloud, pour les organisations dirigées par leurs adhérents, les organismes à but non lucratif et les associations caritatives. Proposant une vue unifiée des données relatives aux parties prenantes sur tous les canaux d'engagement, la solution vise à améliorer la connexion avec les personnes qui comptent le plus pour des missions de tous types. Capable de gérer plusieurs secteurs d'activité et transactions complexes, Personify360 associe également des fonctionnalités de business intelligence et d'e-commerce à un écosystème en pleine croissance de partenaires leaders du secteur. Les fonctionnalités essentielles sécurisées, évolutives et conformes à la norme PCI comprennent un système de CRM (Constituent Relationship Management) qui repose sur une puissante base de données relationnelles. Ici, les utilisateurs disposent d'une seule vue unifiée et centralisée de toutes les données relatives aux parties prenantes, couvrant les informations de contact personnelles, les comportements et les transactions d'engagement sur tous les canaux.
L'assistance d'e-commerce aide les organisations à gérer le processus de monétisation, contribuant ainsi au développement et à la mise en œuvre de flux de revenus multiples et personnalisés qui répondent aux demandes potentiellement diverses des parties prenantes. L'équipe de mise en œuvre de Personify propose des services de consulting stratégique, de conception et de configuration pour créer une plateforme d'e-commerce efficace. En outre, PersonifyGO est un client basé sur navigateur pour le personnel qui fournit un accès personnalisé aux fonctionnalités Personify360 depuis n'importe quel appareil, des terminaux de réception aux tablettes. Les capacités d'analyse intégrées de Personify360 génèrent des tableaux de bord exécutifs prédéfinis et personnalisés pour visualiser l'engagement des membres.
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Les acheteurs de logiciels ont besoin de vous ! Les avis utilisateurs nous aident tous à prendre de meilleures décisions.

- Secteur d'activité : Gestion d'organisme à but non lucratif
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 8.0 /10
Capturing Data
Publié le 21/06/2019
Overall, I find the experience good. We came from IMIS and Personify is so much better. We are...
Overall, I find the experience good. We came from IMIS and Personify is so much better. We are working with Personify to fully appreciate the tools Personify has to offer.
Avantages
I like the fact that Personify can capture a lot of data and that all staff can utilize whether by pulling reports, looking up specific individuals, etc. It allows for staff to be "in the know" without having to email colleagues to find out information. If you want to capture an account holder's specialty, or engagement activities, this allows anyone in the company to be able to utilize that information.
Inconvénients
Sometimes, you do not know what you don't know. One can enter data in a table and maybe that information would be best in another table in Personify. One really needs their organization's IS team that is in touch with every department that needs/uses Personify to coordinate information. This leads to more complete data and employee engagement.
Réponse de Personify
Thanks for your review and your honest feedback, Misty! We look forward to our continued partnership and are here to help with access to training materials or anything else you might need!
- Secteur d'activité : Gestion d'organisme à but non lucratif
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 7.0 /10
P360 Review
Publié le 11/06/2019
I appreciated all the time spent with Personify's staff during the implementation process and the...
I appreciated all the time spent with Personify's staff during the implementation process and the support response we continue to receive following our implementation two years ago. We have gotten used to most of the functionality and have found work-arounds for most of the things the system doesn't readily provide so as to avoid customizations. Our SQL developer/report writer has made this process a lot easier.
Avantages
Fairly intuitive interface for the non-essential (non-everyday) user resulting in minimal training effort. Much better online experience for our members.
Inconvénients
Following the demo, we believed the report writing functionality would be far easier. Several staff went through on-site training with a Personify representative and quickly realized that many day-to-day reports required more knowledge than our users had and our Association would need to hire a SQL developer/report writer to assist us in creating the reports we regularly needed.
Some processes (especially related to finance and membership) were made more difficult/time-consuming due to the way our Association works vs. the system's design.
Réponse de Personify
Thanks for your review, Vicky! We value our strong partnership with AAOMS. Our Client Success team is always here to help and happy to provide additional training outside of the resources provided in our online help and within the client community. We also remain dedicated to improving the overall user experience and reporting capabilities within Personify360. I encourage you to submit any specific enhancement ideas you may have via our feedback portal! Thanks again for your review.
- Secteur d'activité : Gestion d'organisme à but non lucratif
- Taille de l'entreprise : 501–1 000 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 0.0 /10
Not very user friendly
Publié le 31/07/2019
We had many issues with membership payments for the first 6 months of use with Personify after the...
We had many issues with membership payments for the first 6 months of use with Personify after the transfer from Trinexum. Membership payments were not going through, but memberships were still active, so no reason to check the member's account. This caused our branch to have a decrease in membership revenue.
Like I previously stated, I use Personify360 all day and feel very well versed in it and I am the go to person at my branch for issues, but there are several things that I am unable to solve. I had been looking forward to using PersonifyGO because I was told it would look cleaner and I think be less intimidating to our front line staff, however we never started using GO because of concerns for issues with GO
Avantages
I liked the facility visit reports for members, they were very detailed and official looking, easy to create for members who needed them for their employers. Merging customers is rather easy. It is easy to go from the a customer in facility access to their customer record.
Inconvénients
I worked in the system the majority of my day, so I felt pretty comfortable in what I needed to do, however, my staff who worked once or twice a week(almost all of my staff) had trouble remembering the correct processes and where to click. There are too many things that you can click on that are not necessary for our association to use. The subsystem names for membership types and programs/classes were more confusing. When we had Trinexum it was very easy to go through the membership sales process and connect family members to the membership, upgrade, downgrade, but Personify was much more dfficult and involved with these processes.
Child Care and Camp balances are much harder to pay off when they are not currently due, resulting in Unapplied Receipts being created and needing to be applied once those balances came due, making it hard to pay summer in full at the beginning when parents wanted to.
Front line Welcome Desk users did not have access to print a receipt on a payment for multiple invoices paid at the same time.
Staff with the same Persona in Personify did not always have the same access.
Data Analyzer is not very easy to utilize to pull reports when needed.
- Secteur d'activité : Hôpitaux et soins de santé
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 9.0 /10
Finance Department Friendly
Publié le 25/06/2019
Overall, Personify has been a great AMS for our association. We are finding that after two years of...
Overall, Personify has been a great AMS for our association. We are finding that after two years of being on the software, internal users have learned to rely on the AMS as our "software of truth", and our users look to Personify more frequently to determine how to be capture miscellaneous data elements above and beyond order-based transactional data.
Avantages
The software is mostly intuitive, and the setup across product types (memberships, meetings, inventoried products, etc.) is very similar, making it easy to add on additional product lines after an initial implementation. Being in the finance department, I'd be remised if I didn't note that the underlying accounting functionality is superb. Full, accrual based accounting is tracked in the system, and many revenue recognition options are offered at the individual product level. After being on the software for just over two years, we still find ourselves occasionally amazed that the software handles unique transactions correctly, and are pleasantly surprised that the underlying accounting (the debits and credits) are accurate without any special adjustments needing to be made. However, the system also offers an easy way to perform special adjustments when needed.
Inconvénients
Prior to implementation, when the software was first demoed to us, it was not made clear that what we were seeing in the demo was not yet available in the version we would be implementing. This left a sour taste in our mouths during the initial months of our implementation, which we eventually overcame. The other item I like least is the reporting in Personify. While there is an ad hoc reporting tool that comes with the software, Data Analyzer, it can be difficult to learn and become proficient in the software, even for a tech savvy finance professional. We quickly determined that a report writer position that has SQL programming skills would be needed in order to extract all of the data we knew was housed in Personify.
Réponse de Personify
Thanks for your review, Michelle! Our goal is always to deliver a solution that makes the day-to-day lives of our clients a bit easier; we're happy to hear the accounting functionality within Personify360 has done that for you! We also appreciate you sharing your expertise and success with us as a PersoniFest speaker last year! Thanks again for your honest feedback.
- Secteur d'activité : Produits alimentaires
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Probabilité de recommander le produit 9.0 /10
Personify360 Simple to Use
Publié le 07/06/2019
The good thing about Personify360 is that it is catered to our type of business (association). ...
The good thing about Personify360 is that it is catered to our type of business (association). Currently, I am responsible for the upkeep of the reports in Personify, but I am also learning the many aspect of Personify360 in order to become and administrator. The Personify online help is very helpful. It gives me a better understanding of some of the screens that I am accessing.
Avantages
I like the fact that the startup page is simple and not crowed. The main things that I need to work on is right there and easy to get to because they are group together. I also like the idea of the tabs. Meaning that you can go to an order and when done, you can exit that order without losing where you were previously. Also, because I create and run online report, I like the fact that I can export a report to Crystal Reports. We had some reports that needed to be updated and we were not able to find the original reports. So by exporting the reports, we were able to make the changes and reload the reports back to the BOE server.
Inconvénients
Sometimes it is difficult to find certain things like demographic answers. I have to go into several layers in order to find it. I wish there were a search field so that I can find what I am looking for based on a key word.
Réponse de Personify
Thank you for your review, Ginette! We remain dedicated to perfecting Personify360 user experience and I will pass along your idea about adding a search field!
ThreeSixty - FAQ
Voici quelques-unes des questions fréquentes sur ThreeSixty.Q. Quels sont les types de licence disponibles pour ThreeSixty ?
Types de licences disponibles pour ThreeSixty :
- À partir de : 0,01 $US
- Version d’essai gratuite : Non disponible
Q. Qui utilise ThreeSixty ?
Utilisateurs habituels du logiciel ThreeSixty :
51–200, 201–500, 501–1 000, 1 001–5 000
Q. Dans quelles langues ThreeSixty est-il disponible ?
Langues dans lesquelles ThreeSixty est disponible :
anglais
Q. ThreeSixty prend-il en charge les appareils mobiles ?
Appareils pris en charge par ThreeSixty :
Q. Avec quelles applications ThreeSixty peut-il s'intégrer ?
Applications s'intégrant à ThreeSixty :
Braintree, NCR-Software, PayPal, SAP BusinessObjects Business Intelligence, Worldpay for Enterprise
Q. Quelles sont les ressources d'aide disponibles pour ThreeSixty ?
Ressources d'aide disponibles pour ThreeSixty :
Service client/e-mail, FAQ/forums, Base de connaissances, Support téléphonique, Support 24/7 (réponse directe)
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