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.
Available with: Sumac CRM, Sumac Donations, Sumac Case Management, Sumac Memberships, Partner Web, My Board View, Partner DMS
Cost: Free
Our Societ Academy provides 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:
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.
Available with: Sumac CRM, Sumac Donations, Sumac Case Management, Partner DMS
Personal training is offered to customers with specific and targeted needs requiring specialized and personalized training. This service will be beneficial if you have:
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 (Societ Academy).
Available with: Sumac CRM, Sumac Donations, Sumac Case Management, Sumac Memberships, Partner DMS
Designed for: Existing customers
Prerequisite: On-Demand Training (Societ Academy)
Cost: Remote – $750/block; Onsite – $1,500/day
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:
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:
Available with: Sumac CRM, Sumac Donations, Sumac Case Management, Partner DMS
Designed for: Existing customers
Recommendation: Reimplementation, On-Demand Training (Societ Academy), Personal Training, Receipt Set Up
Cost: Free
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:
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:
Available with: Sumac CRM, Sumac Donations, Sumac Case Management, Sumac Memberships
Ideal for: Existing customers who have any Sumac solution for 1+ years
Prerequisite: Database Health Check
Cost: Contact us for pricing options
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:
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