Nutshell CRM vs. Salesforce Agentforce 360 for Nonprofits

This can be used for different industries, healthcare, IT, retail or any company with a customer service line, big or small. if i had to ask, i would say "Do you have any type of filing system that you use?" "anything where you are keeping track of personal/ business information." Do you need access to information on a day to day basis? If they do , then this can be used , especially if you need to keep track of the numbers; we like how we can see if are things going up or down.

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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• Customization - we are able to make Nutshell make the most sense for our company and processes
• Scheduling - the ability to set tasks allows us to never forget a follow-up call or email
• Tags - allow us to prioritize leads and segment our customers and potential customers
• Communication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same page
• Email History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one place

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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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• integration with email doesn't work as advertised
• would like integration with quickbooks
• If there is a misspelling in any one email address, you can not send a mass email. You must go back and correct each error before it can send.

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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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This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.

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

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Extremely easy to use and they help you throughout the process. I find it not challenging, an effective utility to help us prioritize and engage efficiently at a reasonable price point. We enjoy working with the team there and they're easy to access. I've already recommended it to two colleagues

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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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Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.

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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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Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved

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When I first started with BCI, they were using ACT!. It was hard to navigate and there were a lot of spots for duplicate information that made it hard to know if you were in the right spot or not. Then if you had trouble, you would spend 3 hours on the phone with customer service and often they would not even be able to find a solution. I would not recommend ACT! to anyone. Since getting nutshell, I have learned a bit about Cosential and I know that it is more catered to the construction industry and can help with proposal creation, so I think that may be something we consider in the not-too-near future.

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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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• Nutshell CRM has had a major impact on ROI. The last program we used cost more and had fewer features and accessibility.
• One negative impact is its email functions. As stated before in this review I need to be able to send large attachments and pics through email and Nutshell is very limited when it comes to that.

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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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