Salesforce Agentforce 360 for Nonprofits vs. The Cayuse Suite

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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Cayuse (SmartGrant) is well suited for institutions who have multiple grants and projects that need to be organized, tracked, and followed up with. The closing and sorting of projects is also helpful when using this software. Multiple signers also have access to approvals electronically which makes the process more simplified and accessible for all parties involved.

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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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• Organizes all project information
• Allows for easy approvals from individuals
• Allows for tracking of project from inception to award status

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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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• The ability to sort through rfps easier would be helpful
• Being able to include feedback/comments on the process would be helpful for tracking and organizing from parties involved
• Understanding accessibility in a more clear way would be great

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Independently Invited by TrustRadius

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

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Independently Invited by TrustRadius

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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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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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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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Invited by the Vendor

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Cayuse (SmartGrant) has been in place at our institution for a while and we wouldn’t examine using anything else because it has been easy to work with, access, and stay organized with. Cayuse (SmartGrant) is also used for our office of research and is separate from our development software to keep everyone organized.

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Independently Invited by TrustRadius

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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.

Incentivized

Invited by the Vendor

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• Cayuse (SmartGrant) helps us bring in grants and track the award paperwork
• The award paperwork process and reporting is easily trackable
• Uploading documents like LOIs and proposals are simple

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info