Neon CRM vs. Salesforce Agentforce 360 for Nonprofits

If you are looking for a quick and easy database option, which integrates breezily with email clients like MailChimp and Constant Contact, and has built-in credit/debit card processing capabilities, NeonCRM is a very good option. An affordable alternative to Salesforce or Raiser's Edge, it does lack some of their "bells and whistles" but gets the job done. On the one hand, Neon features a shallow learning curve and solid user interface, and is web based and mobile friendly. On the other hand, Neon might not be totally appropriate for large or national level organizations because some of the reporting seems less "robust" than pricier alternatives...

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

• NeonCRM allows you to build events, take registrations, and customize those events. Customizations include different ticketing options, add-ons, promotions, etc.
• NeonCRM does a good job helping you track donors' activities/engagements.
• It also provides a variety of reporting mechanisms - from dashboard snapshots to graphical reports - that allow you to review programs at a glance or in-depth.

Incentivized

• 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

• Learning the ropes is largely accomplished by reading manuals and watching videos. I don't learn that way. I'd much prefer to be shown. I guess I'm old school.
• They can be stingy with the customer support. We bought the big package and I still wind up going back to my salesperson to help me cut through any red tape to get what I need.

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

Neon CRM was difficult and frustrating to use without IT experience, and way to costly for the a small to mid-sized nonprofit. We believe that we lost donors due to the inaccurate report system in Neon CRM

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

Incentivized

The Neon CRM system is confusing (we had to watch video tutorials and html code to understand many of the features, many of which we did not need). Around 2022, Neon started to go downhill. Bells and whistles were added that were of no benefit (to our nonprofit) and the system became even harder to use

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

As stated before, they push you to read the manual or watch the video when what I want is a human being to walk/talk me through it. Like I said, maybe I am old school but that's how I learn. It's been a challenge.

Incentivized

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 had to hire someone to implement our donors into Neon CRM

It works. It's easy to customize for nonprofit and industry-specific categories. It does what it does well, and integrates with platforms that specialize in those areas rather than trying to be everything to all users.

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

• Positive: Neon allows us to track, analyze, and optimize our fundraising efforts and outcomes. It is critical to our success.
• Positive: Neon works easily with our website, making donations easy for the donor.
• Positive: Neon is affordable in comparison with similar products.
• Negative: Neon is not well known (yet) so each new employees will probably need to learn it from scratch.

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