We are so glad that you’re interested in Bloomerang!

One of our core values is transparency, and in that spirit we’d like to give you an idea of what our sales and onboarding method looks like from beginning to end. It’s as unique as our software, and designed in such a way that you’ll gain value during each step – regardless of whether you ultimately choose our solution.

3 Steps to Success

From the moment you show interest in Bloomerang, a dedicated account executive will be working alongside you in a consultative manner to ultimately discover and deliver a customized solution to help your organization cure its pain points and meet its objectives.

We want to know as much about how your organization operates as possible, beyond just your use of technology. During the Needs Assessment stage, we’ll dive into all aspects of fundraising at your organization, including:

  • what technologies you are currently using
  • what types of fundraising channels you utilize
  • what your community of donors looks like

Not only will this consultative conversation help us understand your organization’s objectives, you’ll come away knowing more about your organization than you did before!

Now that we’ve got a good chunk of the information-gathering behind us, we get to use the Proposal Review stage to dive into your specific CRM needs together. Based on the previous Needs Analysis conversation, you and your account executive will look at:

  • if and how Bloomerang can address your organization’s specific needs
  • a Custom Action Plan outlining exactly how Bloomerang’s unique functionality can have an impact on your fundraising efforts
  • if and how Bloomerang can produce a positive return on investment
  • what your total first-year investment might be

This step may also include a conversation with one of our conversion programmers, who will examine your existing data in order to create a game-plan for the conversion. Once we all agree on your organization’s most pressing needs and if and how Bloomerang can help you meet those needs, we’ll then you’ll move forward to the final stage.

Many software providers demo their product very early on in the conversation. As a mission-driven nonprofit organization, we know how valuable your time is. By performing the demo last, we can make sure that the demo is customized to your specific needs.

We’ll focus on demonstrating product functionality that’s most meaningful to you, and at the end of the demo, you’ll have a very clear picture of how your organization can use Bloomerang to its maximum potential.

We want you — and all decision-makers — to walk away feeling confident, no matter what decision you make.

Why It Works

  • Informed Decision-Making – we will help you uncover your true needs and most important objectives.
  • Objective-Focused Solutions – because we want long-term, happy customers, we won’t try to fit a square peg into a round hole.
  • Knowing What Comes Next – transparency on both sides encourages genuine conversation and truly-informed decisions, plus it’s more fun!
  • Freedom to Walk Away at Any Time – at each step, we will evaluate whether it makes sense for both parties to continue on towards the next step.
  • No One Hounding You Endlessly – you’ll never be locked into an endless sales cycle or be badgered by a salesperson when you don’t want to be.


Don’t Just Take Our Word For It

“I’m not the biggest customer of Bloomerang, but they still hear me. They still listen to me. They make me feel like my thoughts and ideas are important. I have felt listened to. I have felt valued. For me, you can’t put a price tag on that when you find that in a company.”
Jim Jurgensen, Managing Director, The Boaz Project
“The folks at Bloomerang are spectacular! From the introduction sessions to the conversion process (I know many of you know the length and tediousness of this process) to our database going live, Bloomerang made it easy and quick. This is a must have product for any small nonprofit! You will love the dashboard.”
Kamuela L. Bannister, Senior Development Specialist, Bay Clinic, Inc.
“Excellent company and software — highest of recommendations! The software is extremely user-friendly (organization, thoughtfulness and thoroughness of design in such ways as to be adaptable to each user’s needs). The vendor is beyond awesome. The Bloomerang individuals with whom I have been in contact via email or via phone are courteous, professional yet fun to speak with, engaging and so very knowledgeable and responsive.”
Dianna Montague, Administrative Assistant, Urban Ministries of Durham
“Awesome customer service through the entire sales, conversion, and training processes! Thank you!”
Stephanie Broman, Development Coordinator, Star 88.3
“I am so impressed every time I use Bloomerang on how easy it is to navigate! The customer service is absolutely phenomenal. The conversion from our old database was made simple because they came to our office to help and walked us through everything. After they left they were readily available via phone, chat or email and were very responsive.”
Taylor Jacoby, Operations Manager, Kiwanis Foundation of Indianapolis
“The amount of support is amazing to me! Bloomerang went above and beyond the call of duty here! I have direct contact with the most amazing support staff and for a small health services foundation that is key for us. If you aren’t using Bloomerang……YOU are totally missing out on the best software program out there for your non-profit!”
Adair Reese, Executive Director, Perkins County Health Services Foundation
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