Greater Giving vs. Salesforce Agentforce 360 for Nonprofits

For our organization, Greater Giving is the best option because of the credit card swiping, the ease of the registration, and the tax receipts alone. I do wish that it would allow us to pass on the credit card fees to the purchaser, but for that reason, we don't use it for registration. For an organization NOT needing to swipe credit cards at the event for on-site purchases or using their tax receipt software, I do think that there are more affordable options.

Incentivized

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.

Incentivized

• Website design is really easy and looks very professional.
• Data uploads and downloads are generally pretty easy.
• Process flows are nicely organized and easy for a non-technical person to figure out

• 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.

Incentivized

• [I feel the] auction system is not as sophisticated as other systems
• Staff support structure
• Doesn't come out with updates very quickly [in my experience]

Incentivized

• 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.

Incentivized

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

Incentivized

Greater Giving is very intuitive. It’s easy to set up in the backend and change as needed. Anytime we couldn’t figure something out on our own, our customer service representative was always available and super helpful!

Incentivized

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.

Incentivized

Online support was one of the worst customer service experiences I've ever had (I would give them a 1). Phone support and implementation support were very nice and knowledgeable.

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.

Incentivized

We currently use Eventbrite for our pre-event ticket and sponsorship sales as they have a much more streamlined webpage that is customizable, they allow us to pass on the fees to our purchasers, AND they do not charge an annual fee on top of the processing fees. However, they do not have the ability to let you swipe a credit card in advance - you need a membership to Bidding for Good to do so. We tried using Eventbrite and Bidding for Good for only 1 event before we switched back to Greater Giving. Neither platform allowed you to send out tax receipts and the on-site event management was subpar compared to the ease of Greater Giving.

Incentivized

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.

Incentivized

• The reporting improved our abilities to provide accurate information more timely to the finance department - a plus when completing the annual 990 or other information for our auditors.
• We saw an increase in collecting on pledges when we switched from a "text-to-give" platform (from another provider) to incorporating all event elements into Greater Giving. We were able to capture over 95% of gifts within 48 hours of the event compared to less than half that amount in previous years.
• The reports generated by Greater Giving are better received by our board of directors - easier to digest and provide meaningful analytics

Incentivized

• 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