Convio Luminate (discontinued) vs. Salesforce Agentforce 360 for Nonprofits vs. VSTracking

It does great with donor cultivation processes and the workflow feature is top-notch for automating processes. Where it does a less than stellar job is getting it to work more specifically for your organization. Often times building that kind of special feature costs a significant time and money investment and it is something that is hard to transfer when it's time to move to a new database.

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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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• Luminate takes some of the legwork out of setting up NSPS for nonprofit use of salesforce.

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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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• Big Investment
• It's a sales program with a donation management overlay so it has some troubles around reporting.

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

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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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Support for the product is horrible; often support will have you bouncing between Blackbaud support and Salesforce support and it's very rare either are able to find simple solutions. Most of the time the solutions almost always cost money and hiring consultants which, for a smaller organization, means not being able to achieve proper solutions.

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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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Of the databases I have used, Luminate CRM is my least favorite. However, it is powerful and large enough to function adequately for a large nonprofit; I couldn't say the same for some of Blackbaud's smaller products. We definitely need the full Luminate Suite (Luminate Online, Team Raiser, etc.,) to make it work, though - and we're constantly disappointed by the clumsiness of the way all the pieces interact.

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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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• Uncertain; we have not collected data on this. Our Luminate package is quite expensive, though.

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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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