Bonterra DonorDrive vs. Salesforce Agentforce 360 for Nonprofits

I have used many fundraising and giving platforms over the years, and DonorDrive is by far the easiest and most comprehensive. I try to utilize all of the features and find that I am regularly expanding my custom reporting for outreach, prospecting, and forecasting. It is even better now that it is linked directly with Salesforce.

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

• Does data calculation of key KPIs for you as soon as you pull up the event.
• Your data is at your fingertips. Want to contact a current walker, all the info you need is right in the dashboard. No having to look the constituent up, pull a report, etc.
• They have a great online support (chat and email features) as well as great how to videos. Saves me time as well because I can send my users there instead of having to help them troubleshoot.

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

• I wish that there were more standard reporting options; many of the reports I regularly use are considered "custom" by DonorDrive.
• I wish that reports and event information were not archived so soon.

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

I use DonorDrive daily and find it easy and efficient, but I wish many of the custom reports I run were standard and easier to run. I also wish that archived events stayed live or were open for longer. Otherwise, compared with past platforms, I much prefer the value of DonorDrive and the ease of use, and the Salesforce integration has been a game-changer.

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

I have used Blackbaud's Kintera, Team Raiser, and a few more versions

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

• Very large ROI! Our numbers grew by 17% in online fundraising in year one, and we are well on our way to seeing that increase or more in year two.

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