Top Five Reasons to Use the EverTrue Advancement App

With powerful mobile platforms available for all customers on iOS and Android, EverTrue helps you leave the spreadsheets, file folders, briefcases, and padfolios behind. Your smartphone is all you need to be an advancement superstar.

(Looking for point-and-click info on how to use the app? Watch how to use the map and app navigation and see how the search filters and constituent profiles work on mobile.)

Here are the top five ways you can use the EverTrue Advancement app in your daily work:

  1. Access updated info and complete constituent profiles everywhere you go
    As you prepare to meet an alum or parent, pull up their EverTrue profile to see giving history, career progress, recent interactions and contact reports, and their latest Facebook engagement. You’ll be fully prepared for every meeting.
    Bonus: When you arrive at your appointment, tap to call your contact right from the app.
  2. Quickly find filler visits
    Whether you’re on the road or in the office, you can use the draw-to-search feature in the app to search specific neighborhoods for potential meetings.

    See who’s highly engaged on Facebook and/or use wealth indicators like lifetime giving or recent gifts, or home value data from Zillow to find the right people to meet.
  3. Add notes for follow-up
    Quickly record comments about your conversations at events or following one-on-one meetings. You can even dictate notes using your phone or tablet’s talk-to-type feature.
  4. Collaborate easily with your team
    It’s easy to add collaborators to lists or tag teammates in comments on individual profiles for follow-up. Use these features to help plan visits, arrange stewardship opportunities, form volunteer or reunion committees, and more.

    Bonus: Use the app when you’re away from your desk during team meetings when you need info on an individual alum or affinity groups within your constituent base.
  5. Dig into lists and saved searches on the road
    All the lists and searches you build in EverTrue’s desktop platform follow you in the app. So build your trip lists in advance or create saved searches that automatically surface new prospects or potential volunteers and you’ll be prepared no matter where you go.
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