Blackbaud Altru vs. Salesforce Agentforce Service

Well suited for smaller organizations that want to centralize many systems. Smaller organizations will have less constituents to manage and fewer events (our organization has 100,000+ constituents, daily programs/events, and a large donor base). Many areas within Altru are not updated to be functional for 2020. Because of this, we do not use the merchandising feature, the volunteer portal, or marketing communications. It does a little bit of everything "okay enough" to be better than having separate systems. It's restrictive in many areas, but being able to do SO much in one database outweighs the negatives! It is 100% necessary to have a data manager who spends all of their time in Altru doing data cleanup, researching and writing policies and procedures, training new users, keeping staff up-to-date on new processes, creating queries and running reports, creating workarounds for "unfixable" issues within the database.

I think Service Cloud is best suited for medium to large operations that require both proactive and reactive service. It’s a great fit for post-sales support. However, I wouldn’t recommend it for very small companies because it can be quite costly, and many of the features may go unused. Salesforce also performs best when you have a capable team managing it, so it’s important to consider your organization’s size and readiness before starting. Once you do, I recommend exploring other parts of the Salesforce ecosystem—Service Cloud works even better when integrated with Sales Cloud, since it allows better visibility across teams.

Incentivized

• Ticketing and tracking many different types of admission sales including group, facility rental, individual tickets, and class registration.
• Membership management, including membership card mailing, recurring memberships, and renewal reminders.
• Being an all-encompassing database rather than forcing you to use multiple databases.
• Great customer service and client support, including ongoing updates to better the system.
• Has a merchandise inventory management system.

• Email to case is an interesting piece of it. The threading is very strong, sometimes too strong, but it does very well at handling the incoming emails.
• The omnichannel routing, using skill-based routing is really effective.
• Pathing. So making the workflow and helping the team understand what it is that they're trying to do, what they have to accomplish, those step-by-step pieces. That's really helpful.

Incentivized

• Query system not user-friendly for management with limited database background.
• Limited company-to-user support outside of an online community of users. No long term account managers for program.
• No email analysis tools for eblasts.
• Limited merchandise capabiity for shop use, though the program does allow third party programs to work with it.

Incentivized

• We had a principle initially to try and use Omni as much as we can from the user experience perspective, but have found that fairly restrictive. It was very difficult to actually get the right customer experience and customer engagement going. So we're actually on a journey at the moment to replace all of our Omni with Lightning web components that gives us that flexibility. That's probably one area where we've had some challenges in terms of how we've used the product out of the box.

Incentivized

Professional edition works best for a small company with lower call volumes and is very useful but as you grow exponetially I think it has limited ability to do all the things we want to - SLA management, defect, release management to name a few. Reports and dashboards being available in real time.

Blackbaud Altru is a very integrated system, but training is lacking and the use of the system takes some getting use to

I had Salesforce experience prior to using Service Cloud which made it a little easier to learn and navigate, but overall my team (some who had no Salesforce experience) caught on very quickly and found Service Cloud to be easy to use.

Incentivized

Working on an application that caters to customer needs requires a platform that acts as a mediator between the actual person and the client. This mediator handles the customer and resolves many of their doubts, helps them map through the entire process, and automates the processes. Such a platform is Salesforce Service Cloud. For queries that cannot be serviced by the platform, it creates a separate ServiceNow ticket for us, and it is assigned.

Incentivized

The Salesforce Service Cloud generally has very good performance, however the overall new Lightning user experience can bring that down. For example, if you have too many tabs open, then it can take a while for the Lightning UI to load. This UI is probably not well equipped to handle loading of all of that information at once, but Users tend to leave their tabs open all day long. It can also be fickle depending on which browser you use, what extensions you have installed, and whether you've cleared your cache. This can be the downfall with any software as a service though, not just Salesforce

Incentivized

They are always available and very knowledgable. Many times I am able to come up with a solution before they've finished troubleshooting just by having talked through it with them. I really appreciate the Chat feature to answer simple questions in a timely fashion. The training I received was top notch and very detailed.

Incentivized

Salesforce offers support, although it generally gets routed to overseas support teams first, and once they are unable to help, it gets escalated up the chain to higher tiers. Frequently, the answer back from support is that there is no native solution, and we either have to turn to the AppExchange for some solution provided by another developer, or custom build our own solution.

Our in-person training was provided by our implementation partner and it was quite good. This was in part because we were already working with them and so it naturally leant itself to a good training relationship. And because they were building our customizations and configuring things, they could then provide training on those things naturally.

Incentivized

Trailheads are great but it was often unclear what actually applied to our organization. This made it difficult to get a whole lot out of it. Part of it is that because the basic Salesforce features didn't quite work for us, we had to add customizations, which then nullified a lot of the training.

Incentivized

I would go through an implementation very differently knowing what I know now. It was difficult coming from systems we liked in post-sales service and having to adapt to the clunky and underwhelming feature set in Salesforce. I would trim back our expectations

Incentivized

We switched from Raisers Edge in 2012 due to the need to have all processes in one database. Group Sales/Rentals had to use a separate database for their sales than the Members and Donors department. We also could not sell tickets for events and programs in one space. Being able to have all of these in one database is why we chose Altru.

We selected this product because we already had some competencies in Salesforce. We own a Salesforce partner with expertise in this area, and on top of that, Salesforce purchased it — it was originally called Velocity. When Salesforce decided to acquire it, that finalized the decision for us.

Incentivized

The product has scaled up with our company growth just fine. No issues here other than slowness in clicking around and running reports

Incentivized

• It has become very tedious to account for registrants in each session of a class or camp, because you have to "sell" them into each session in order to have an accurate class roster.
• It is very easy to process payment and entry fees to our Museum and programs.
• It is easy to retrieve accurate information and records of patrons.

Incentivized

• We have cut our service team in half over the past 5 years due to the efficiency of the tool
• The amount of direct inquiries to our technical team is less than 10% compared to the number support tickets that get entered in the system for them to work in a more organized manner
• Responses are 100% more timely because tickets can be responded to by any individual in the queue or on the team, as opposed to direct emails to just one person

Incentivized