EverydayHero Pro (discontinued) vs. Salesforce Agentforce 360 for Nonprofits

The system is pretty well-suited to the purpose we use it for, where a group of individual volunteers are raising funds for a specific event campaign. We have only had 2 other users attempt to use it to raise funds in a true peer-to-peer manner, and neither was successful. It seems it is a little difficult and time-consuming for the end user to set up and share.

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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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• Detailed reporting.
• Tracking by individual.
• Individual fundraising pages we can control.

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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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• Setup is a bit complex.
• Fees are expensive.
• Tracking performance is limited to individuals, can't see the whole team without downloading all activity on the campaign.

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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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I've not successfully accessed any support for this software, even from the invoicing team.

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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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We have previously used Mobile Cause to manage this campaign, and while Mobile Cause is slow to pay and makes frequent accounting mistakes, the end user experience was better (according to the users) and it cost our organization less. However, everydayheroPro integrates with our Blackbaud software (sort of) and Mobile Cause did not.

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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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• Allows us to manage this specific campaign fairly easily.
• Reporting is difficult to interpret.
• Cost is high.

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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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