Anthology Encompass vs. Salesforce Agentforce 360 for Nonprofits

Great for the simpler side of online transactions and not-so-complicated events. Is not as robust as other programs when trying to accomplish complex events (like a Homecoming weekend) that span multiple days and venues. It does require some level of expertise with the system to get the most out of it. It's less WYSIWYG and more coding/customization.

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I’d say it’s very well suited for organizations looking to move toward AI integrations and make more data-driven decisions. As I mentioned, I’ve also used the competing product from Blackbaud, which is a very closed system — you can’t really pull out the data. Salesforce, on the other hand, has a big advantage with its APIs, allowing you to extract data, store it in Data Cloud, and do much more with it.
However, if your requirements aren’t clearly defined or if there’s heavy customization involved, the implementation can get messy. So I wouldn’t recommend using Salesforce Nonprofit Cloud in cases where the requirements and structure aren’t clearly laid out.

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• It allows us to create fields as needed.
• Creating an export of data is really easy.
• Merging of records is fairly simple.

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• NPSP is designed to help with donor management.
• There are free add-ons for volunteer management.
• There is a new Program Management Module to better manage program participation and attendance.
• Campaigns help organize and report on marketing efforts though we use a third-party solution to send out marketing materials.

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• User Interface, Clunky appearance.
• Can require deep customization.
• API can be fragile.

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• Organizations that are new to Salesforce need to be prepared for report building and other configurations. Customization is a great feature, but it can be overwhelming if not impossible for a brand new user.
• Salesforce Trailhead is robust but can be confusing and overwhelming.
• I'm currently comfortable with only using Salesforce CMS or any iteration on a desktop.

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It does not have the automation or event tools that we are desperately needing at this time.

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There is really no other tool to compare and especially since Salesforce for Nonprofits is free!!

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Includes nice features like click-through tracking, where an email recipient can click a link and land on a gift or RSVP page with their information pre-filled. Though it requires some back-end customization to really make it hum, in areas like user fields, taking the time to do the work allows for some really neat role-based experiences where certain criteria deliver a different experience to different individuals. However, those fields and roles require manual manipulation instead of automatic attribution.

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Salesforce CMS is very intuitive and easy to use. I have not found where it glitches or crashes out. You can tell where data is "supposed to live" and it you aren't sure, there is an easy search function. Support is made readily available.

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It is usually up and running.

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No integration.

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I usually get an accurate response to issues. Your service techs are knowledgeable in how the software works and is set up.

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I have never had bad conversations with any support people with Salesforce but we also have not used them very much. I put it a little less because we are struggling to switch to lightning (some of our custom features do not migrate well) and it feels like the help and support for a little organization is not incredibly helpful unless we want to spend a lot of money.

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N/A I've only attended webinar training, which is great when you are on live, not so much when watching a recording.

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Most are recorded, so questions that arise are not easy to get answered.

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Unknown. I wasn't here.

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Encompass provides the closest thing to a single-vendor service for many engagement activities. An entity like GiveCampus, while it excels at microcampaigns, is also highly limited to that functionality. Encompass offers Advancement offices the opportunity to manage one API, define a superuser, and extend features on an as-needed basis, customizing them to the user experience.

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As a cloud native organization with no previous Microsoft infrastructure, Salesforce was a more logical and effective option for us. The suite of products was also far more comprehensive and required less customization. We were able to adopt a "configure not code" approach to our development of systems to support our mission that lowered the cost of upgrades.

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• Single solution for multiple options is a positive ROI. Only one vendor needed.
• Other vendors may excel in one area (like events), creating a trade-off between a single user experience and the use of multiple vendors.
• It can easily take in 10X the dollars vs. the annual cost.

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• New email platform (integrated with Salesforce and based on Salesforce segmentation) increased open rate by 7%
• Using Salesforce Flows to design a custom batch process for approving small grants reduced days of work to one or two clicks.
• We replaced a paper system (walking around with a clipboard) to a virtual system (you can do it from anywhere!) for approving payments.

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