Portfolio

Portfolio™ Software9b

“Thank you for coming to learn more about Portfolio. Our value proposition is unique and simple: we are here to serve you. We provide a team of people at the outset of your database search who will work with you through the conversion process and training, and are still with you as you use Portfolio year after year. I always ask new Portfolio clients after they are up and running, ‘What features do you like best?’ and they always ignore the question and tell me how much they love their Amergent team. That’s what makes us unique. We are always here for you, even anticipating what you need before you ask for it. For organizations that need or want this kind of ongoing team support, we’re here for you.”
Jack Doyle
Amergent President & CEO

 

While it’s true that Amergent’s Portfolio™ software distinguishes us as a leader in the nonprofit enterprise CRM solution space, what really sets us apart is our unwavering, loyal, longstanding customer service. We think of each client as a partner. Your success is our success. If there’s ever an issue or a problem with Portfolio, we handle it in-house and personally to make sure it’s resolved quickly and properly.

Portfolio itself provides you with a complete solution, meeting all of your current needs and providing a platform designed to grow, expand and adapt to new challenges and opportunities. We like to say that Portfolio makes problems go away.

We developed Portfolio as a state-of-the-art, web-based relational database system specifically suited for supporting the needs of larger nonprofit organizations. We capitalized on more than three decades of experience managing large nonprofit databases. We use best-of-breed technologies to ensure our solution continuously provides the power, flexibility, scalability and ease of use required by large charities engaged in direct mail, multi-channel and major gift fundraising.

A Portfolio implementation begins with complete installation, conversion, customization, integration and training services to make sure you get the maximum value for your investment. Once you’re up and running on Portfolio, a dedicated Amergent support team made up of specialists in fundraising and database systems, provides a full array of end-user support, technical support and data management services to ensure that you get the most out of your Portfolio system.

 

“Amergent offers high-quality service. Our Portfolio support team is always available to us and processes ad hoc requests promptly. Moving to Amergent has given us the database stability we were searching for. Amergent is a company you can trust.”

Sandy Slovek, Database Manager
St. Labre Indian School

 

What support can Portfolio provide to your organization?
• Identify new to file high $ donors for special acknowledgement from your staff
• Identify breakdown of donors – new to digital vs new to file
• Manage your pipeline – major gift and planned gift leads
• Moves management – create individualized solicitation plans for major gift donors

Some of the attributes that make Portfolio so unique:

Portfolio Core Functionality
Direct Marketing/Fundraising Support
Campaign/Appeal Management
High-Volume Import Feeds and Processing Support
Caging and Gift Processing Management
Foundation, Major, Planned Gift Fund-Raising, and Grant Support
Volunteer Functionality
Special Event Functionality
Flexible, User-Friendly Reporting Capabilities
Comprehensive System Security
Alerts and Business Rules
Accounting Interface/Integration
Enhancements and System Integrations

Each Portfolio implementation begins with a comprehensive needs analysis/discovery phase to identify the installation, conversion, customization and training services necessary to provide a successful implementation.

Amergent is very familiar with managing large system implementation projects. Amergent understands the crucial need to take into account all of the various interface and integration points with other systems and vendors that allow clients to successfully complete their day-to-day activities. As part of our discovery phase, Amergent works with clients to identify all potential interface/integration points and explore potential options for making the new system as efficient and flexible as possible. This can include a combination of simple import/exports, regularly scheduled and automated uploads and downloads, more sophisticated system integration or access to data from multiple applications through a web-based portal or dashboard.

When you combine Amergent’s decades of experience in the direct market fundraising sector, our full-service Portfolio software and our always-there personal customer service, it’s clear why our motto is “Working together to create friends for life.”

 

“Portfolio is a comprehensive and user-friendly CRM solution. The toolset provides first-rate donor management and an extensive library of reports that enable our organization to analyze results, and move our program to new levels with great ease. Amergent’s client services team is a true extension of our staff and go above and beyond to provide exceptional client service.”

Kari Miller Willis, Executive Director
Office of Mission Support
Franciscan Friars of the Atonement
St. Christopher’s Inn

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