Software Services
Societ Nonprofit Solutions offers the following software services to customers so you can get the most out of your software, work more efficiently, and reach your goals. Whether you need help with on-boarding, training, optimizing performance, data entry, or building templates and reports, we are here to support you every step of the way.
Top-Rated Personal Support
With Societ Nonprofit Solutions, you get top-rated, live personal support included with your license. Our knowledgeable, friendly support staff will work with you one-on-one to address support issues, and help get the most out of your software.
Our support services are part of our commitment to help nonprofits be successful, and in client reviews and testimonials, quality of support is something they always rave about.
Products: Sumac CRM, Sumac Donations, Sumac Case Management, Sumac Memberships, Partner Web, My Board View, Partner DMS
Availability: New customers, existing customers
Cost: Free
On-Demand Training
Partner Academy is high quality, instructor-led training that can be accessed on-demand at any time that works best for you. This service provides additional training for new and existing staff and volunteers, so you can learn and absorb at your own pace.
On-Demand Training teaches you how to use your software, understand the features and benefits, and feel confident using the core, important functionality. This service is beneficial if you have:
- New staff/volunteers or those needing a refresher due to an absence or changed role
- Inconsistent or lack of internal training documentation
- A need to get up and running with your software quickly
- Difficulty onboarding or keeping track of training requirements
Partner Academy is organized as a series of training webinars so you can participate in each segment when you are ready, and rewatch any training session as often as needed.
There are helpful tips and recommendations provided throughout the training, and you will have access to moderators to answer any questions following the session. A certificate of completion is available to anyone who participates.
Products: Sumac CRM, Sumac Donations, Sumac Case Management, Partner DMS
Availability: New customers, existing customers, general public
Cost: Free
Personal Training
Personal training is offered to customers with specific and targeted needs requiring specialized and personalized training. This service will be beneficial if you have:
- A unique database with highly specialized data
- Additional questions that were not answered in any sales/service call or training
- In-depth questions that require more detailed answers
- Doubts that you are using all the features of your software
- A desire to change how you use your software
Personal training is highly focused and effective training where you can decide exactly what you need to learn. It’s delivered remotely, but can also be provided on-site for additional fees including the cost of transportation, accommodation, and per diem fees. This training is intended to be a compliment to the regular On-Demand Training (Partner Academy).
Products: Sumac CRM, Sumac Donations, Sumac Case Management, Sumac Memberships, Partner DMS
Availability: Existing customers
Prerequisite: On-Demand Training (Partner Academy)
Cost: Remote – $750/block; Onsite – $1,500/day
Implementation
Implementation is for customers who are brand new to Societ Nonprofit Solutions. We’ll help you with the initial setup of your software with the goal of getting you running as quickly and as smoothly as possible. The activities performed include:
- Setting up the database
- Importing historical data
- Configuring database according to the customer’s needs
- Access to Post-Implementation Onboarding Specialist (Basic Tier or higher)
- Access to Personal Training (Standard Tier or higher)
Products: Sumac CRM, Sumac Donations, Sumac Memberships, Sumac Case Management, Partner DMS
Availability: New customers
Requirement: Mandatory for Case Management; optional for others
Cost: Contact us for pricing options
Database Health Check
Societ Nonprofit Solutions offers free Database Health Checks to customers. Get an expert opinion on how best to utilize your software so you can get the most out of it.
During the Database Health Check, we will review your database with the goal of understanding how it’s configured, how data is entered and used day-to-day, and identify issues that may be preventing success. This service will be beneficial if you have:
- Many different users of their database
- Changes to the type or amount of data that gets recorded
- A feeling that you are not using your database to its full potential
- Inconsistent or incomplete data/reports that impede your ability to maximize fundraising revenue, or report on service delivery
- Become unable to use data to inform decision making
For reports, filters, and searches to work, data must be consistent, clean, and in the right place. The goal of a Database Health Check is to identify and recommend any changes to your database, so that you can work more efficiently and be effective in completing tasks.
We’ll also help uncover ways to take advantage of built-in features and create a more beautiful user experience. Other benefits include:
- Easier data entry
- Shortened tasks and workload
- Less frustration and turnover
- Better reporting and ability to use data effectively
Products: Sumac CRM, Sumac Donations, Sumac Case Management, Partner DMS
Availability: Existing customers
Recommendation: Reimplementation, On-Demand Training (Partner Academy), Personal Training, Custom Report Building (Partner DMS), Receipt Set Up
Cost: Free
Reimplementation
Reimplementation is for existing customers. We’ll help you clean your data and/or change the way you use your database. This service is beneficial if you have:
- Hundreds of contacts whom you want to archive and cannot do it yourself
- Very messy data that is affecting your ability to report on or search for data (ex. redundant/duplicate field values, extra fields, or other customizations usually put in place by previous users)
- New or changing needs that require configuring the database for these updated requirements, and perhaps moving old data or importing new data to accommodate these updated requirements
After reimplementation, you will spend less time performing day-to-day tasks such as data entry and report building. Your database will also be more streamlined, making tasks simpler and workloads shorter. Other benefits of reimplementation include:
- Ability to use the database independently, without the help of support
- Ownership of the data and database (you will no longer using someone else’s system or dealing with the mess previous users may have left behind)
- Trust that the reports and information being provided from the database is accurate and complete
- More efficient use of staff time thereby reducing staff frustration impacting turnover
Products: Sumac CRM, Sumac Donations, Sumac Case Management, Sumac Memberships, Partner DMS
Availability: Existing customers who have any Sumac solution or Partner DMS for 1+ years
Prerequisite: Database Health Check
Cost: Contact us for pricing options
Custom Report Building
Custom report building is for customers who have unique reporting requirements that go beyond the built-in reports available. This service is beneficial if you have:
- Very complex report requirements
- No resources to develop reports on your own
- Developed more sophisticated reporting and analysis needs
Custom report building provides you with powerful and reliable ways to report on, view, and analyze your data for more informed decision making and easier sharing of information. As your needs become more sophisticated, custom report building gives you a sense of confidence, trust, and control over your data.
Products: Partner DMS
Availability: Existing customers
Cost: $350/report
Receipt Setup
Receipt Setup services are offered to customers to reduce workload during a busy and stressful time of year. Producing accurate receipts is critical for charities, CRA compliance, and they are necessary to retain your charitable status. This service is beneficial if you feel overwhelmed and intimidated, especially if it’s the first time you need to process receipts or have:
- Staff turnover from the previous receipting season
- Lack of knowledge about how to edit receipts (or have forgotten from the year prior)
- Limited time and/or resources to complete receipting on time and correctly
Items such as receipt templates and thank you messages can be setup for you based on your requirements.
Products: Sumac Donations, Partner DMS
Availability: Existing customers
Cost: $350/Template setup