Now, with Virtuous, each member of the team has clearer insight into the data. “We’ve been able to clean up our data in ways that I don’t think we were able to in our previous system. I feel more comfortable pulling reports in Virtuous,” says Shade.
Gift officers can get deeper into their data, customizing their views and dashboards, and managing their own tasks and portfolios.
In Virtuous, gift officers don’t need someone else to pull their reports. “I think Virtuous is significantly more user-friendly than our previous CRM. It’s easy to onboard team members and I find that it’s very intuitive for most people,” says Shade. “Virtuous allows you to thrive even if you’re not a CRM expert.”