MarketSmart in College Park offers the Fundraising Report Card, an analytics platform supporting nonprofits with feedback on the success of their fundraising efforts.
N/A
Salsa Labs (discontinued)
Score8 out of 10
Mid-Size Companies (51-1,000 employees)
Salsa was a donor and constituent management system. Salsa Labs was acquired by EveryAction in 2021 and joined with Bonterra. The Salsa CRM product is no longer available for sale.
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
Salsa Engage provides a robust interface to Salesforce--our primary CRM--allowing non-intervention synchronization to categorize supporters into groups for email communication. As we are only six months into our implementation, we have not found areas where it's not appropriate to use beyond nit-picky synchronization delays and smart group updates.
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
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.]
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
Autoresponders and automated emails have been really cool and simple to use, that tool in itself has added a lot of value and has been a powerful way to keep supporters engaged.
Donor management is one thing that Salsa CRM gets really technical with. There is so much information that you can have on each donor.
I like the forms and how easy they are to embed on the website, like email sign up forms or donation forms. I can make them look seamless as they sit on the website and gather information and donations.
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
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.
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
When we started with Salsa, not every option was available online, some were desktop specific. As it has been some time since I worked with Salsa these have probably been resolved.
The ability to communicate between Salsa CRM and other Salsa software options. Sometimes the crossover was not as efficient as was needed.
Tagging and setting up rules for particular donors was somewhat confusing - meaning, therefore, that the amount of training needed to implement the software was somewhat intensive.
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
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
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
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.
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
Salsa Engage is one of the easier products to set up and use, but with that comes limitations. If you want something simple, this works, but if you have more complex needs, then you'd be better off investing in another system that requires more set up work, but provides more customization and robust reporting opportunities.
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
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.
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
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
