Recommendations to others considering Realm:
Talk to an implementation specialist or a sales rep to let them know what you are currently doing with the system you have. There are some things that are coming soon that it may behoove you to wait for a few months before changing, to decrease stress on your staff with learning a new system. Or there may be no issues and you can move right away. The support staff is there to help as well, so empower your staff to call them for help - and then monitor the client portal to see what people called about. it is a great feature that allows you to monitor what's going on so you can see what retraining might be needed, without having to be so hands on. If you are the person in charge of the database, use the change as an opportunity to retrain the staff on database best practices, of which ACS can help with, as well as a chance to help your staff help themselves. Review collected by and hosted on G2.com.
What problems is Realm solving and how is that benefiting you?
Tracking giving is easy in Realm for staff and for the congregation. With the Realm Connect level, the congregation can create their own accounts, see their giving history, and get giving statements. We now are able to send quarterly giving statements within 3 minutes, with little to no cost! And with the integration of online giving, our donations have increased without increasing any staff time in processing giving through an outside vendor. We also were looking for ways to communicate with the congregation better. The Realm Connect level also has an app so that the congregation can see their info via the app, as well as register for events, look up people at the church, and keep in touch with their groups. Realm has a church-wide group with everyone in the database in it. We use the church-wide group to send out all-church events and info. From there, people opt into other smaller groups like our men's group or our soup kitchen volunteer group. They get all the info they need, tailored to their interests. Realm has helped our communication be more targeted and less cluttered, increasing the engagement level of the congregation. Review collected by and hosted on G2.com.