Benefits of Sumac Roots

Sumac Roots (included in every installation of Sumac) incorporates essential functionality into one easy-to-use software solution with countless intelligent features that make your job easier.

Integrated Design. Unlike most other fundraising software, Sumac is completely integrated so that every part of the database is connected. For instance, contacts are linked to events and donations, which are, in turn, linked to each other. This integrated design enables you to see virtually everything there is to know about each of your contacts, including the entire history of their relationships with your organization.

Unmatched Searching Capability. Sumac gives you more searching capabilities than any other non-profit contact management software on the market, so you can identify ideal prospects for any reason at all with incredible precision.

• Built-in reports give you the ability to quickly create a list of prospects based on commonly used criteria.
• Ad hoc reports give you the freedom to define your own parameters for any particular report based on your particular strategy at the time and what you decide is relevant.
• Search Builder allows you to build a customized list of contacts using any criteria (e.g. event attendance, demographics, donations, etc.). Simply define which contacts to include, and Sumac presents your custom list in seconds.

You can also use these features to segment your list if you want to create a more personal approach to communication. Research shows that personalizing communication vastly improves it’s effectiveness!

Rich Data History. Sumac organizes vast amounts of information and makes it incredibly easy to find, analyze, and use. And because the database is integrated, it is easy to perform sophisticated analysis which leads to growth and sustainability. For example, you can use Sumac’s rich information to compare past campaigns or grant applications to determine success factors and progressively improve your strategy based on this information. The longer you have Sumac, the more complete and coherent your information becomes, enabling you to roll out your strategy more efficiently and effectively each time.

Other Great Features. Sumac also does plenty of other great things like handle inbound and outbound communications automatically, record all communication traffic, process donations and payments instantly, and maintain detailed profiles about all constituents.