Bonterra Salsa Engage vs. Fundraising Report Card

For smaller organizations who don't have extensive data needs (i.e. not many audiences to segment) and who don't need robust reporting, this works great.

Incentivized

If you work in a Development/Fundraising Department and have EVER been asked what your donor retention rate is - this is for you.

Incentivized

• Integration with SalesForce
• Easy-to-use interface
• Technical support

Incentivized

• It makes preparing fundraising reports super easy. I used to spend 6-8 hours preparing a board report and now it takes me 30 minutes... PLUS I can pull up the reports in real time during board meetings to allow board members to see the data presented in different ways or to answer questions on-the-spot.
• It has metrics that I've never even thought to prepare - including some that always felt too complicated to prepare. Lifetime Donor Value, Donor Retention Rates, Lapsed Donors, Acquired Donors, Reactivated Donors - all broken down by giving segments.
• I can customize Giving Segments. I work at a small non-profit - a major gift for us is different than a major gift for a larger organization. I can break up my data in the segments that make sense for my organization [and select colors that match our branding... you've never seen a happier Marketing Chair on your Board of Directors than when you give them a report that is properly branded for the organization. It's a small thing, but it doesn't take any extra work on my part.]

Incentivized

• Translation from salsa engage into our CRM system
• Could use more modern email templates
• More restrictions regarding image upload. Currently, you can upload any size and insert it. The email will not send correctly but you do not receive an error message.

Incentivized

• The only difficulty I have with Fundraising Report Card is that the integration with our CRM [Kindful] doesn't keep track of the unique ID that is exported to Fundraising Report Card [to maintain confidentiality]. So it takes a bit more work to identify which donor[s] fall into a category. For example, Fundraising Report Card will tell me that 3 major donors lapsed in the previous quarter - and I can export the Donor ID's from Fundraising Report Card, but those ID's don't mean anything in my CRM, so I can't directly see who those donors are to follow up. This is an issue with the integration specifically with Kindful.

Incentivized

Easy to use interface, far superior to classic. You did this right.

Incentivized

Support response has been swift and knowledgable, though not always the answer I've wanted. One huge design flaw is if I add a new Salesforce field to sync, Salsa Engage will not sync it unless it has changed since the last sync, requiring me to fake an update for an entire database or re-sync the whole enchilada. Better to recognize it's a new Salesforce field and perform the sync en masse.

Incentivized

EveryAction is a lot cheaper, but Salsa has more featured with targeting certain elected officials/better text messaging strategies

Incentivized

• Our event participants are always maxed out and Engage allows them an easy way to sign up and participate.

Incentivized

• While I don't think I can entirely quantify the ROI for Fundraising Report Card, it made it possible for us to make better decisions and set better goals. Before we had this tool, we either spent way to much time analyzing data in spreadsheets [trying desperately not to make mistakes] OR more often, made strategic decisions without the facts to back us up. Our fundraising efforts are much smarter than before, and we KNOW where are areas of concern lie.
• We don't have to guess whether or not our strategies are working. We know.

Incentivized