Bonterra CyberGrants vs. Salesforce Agentforce 360 for Nonprofits

CyberGrants is very adaptable, so it's ideal for any team that has a large number of grants to review, especially teams with multiple grant applications running on different timetables. Their employee engagement features, while not something we've used, are an area we'd love to explore further, because they create an overall snapshot of giving to an organization (tying in-kind support from volunteerism, etc. in with gift matching contributions and grant applications). If you only receive a few grant applications, or a lot of your grant applicants are very hesitant to use computers or online applications, it might not be as worth it for you.

Incentivized

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.

Incentivized

• Custom grant applications - it was easy for us to create applications that asked exactly the right questions. Features like downloadable budget templates were perfect for us, too.
• Easy review process - we're able to see the status of any grant's review process in just a few clicks.

Incentivized

• 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.

Incentivized

• Help guides on the admin page aren't always the most helpful for the specific questions I've had.
• Reporting is almost TOO comprehensive - it can be a little overwhelming at first!

Incentivized

• 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.

Incentivized

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

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

• The time saved on administrative work is a huge win. We used a simple web form for our applications, and spent a lot of time and energy manually entering details into our old system.

Incentivized

• 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.

Incentivized