What users are saying about
21 Ratings
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Score 8.4 out of 100
32 Ratings
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Score 8.2 out of 100

Likelihood to Recommend

Nutshell

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.
Catherine Corass | TrustRadius Reviewer

Salesforce for Nonprofits

I think Salesforce is great any time you want to keep track of a large number of people and how they connect to your organization. This may not be great if you always work with the same 100 people and they are easy to keep a handle on or if you just don't have time to learn a fairly complex database. In that case, you may find a simpler system more worthwhile.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Nutshell
7.3
Salesforce for Nonprofits
Customer data management / contact management
Nutshell
9.0
Salesforce for Nonprofits
Workflow management
Nutshell
8.1
Salesforce for Nonprofits
Territory management
Nutshell
6.0
Salesforce for Nonprofits
Opportunity management
Nutshell
8.7
Salesforce for Nonprofits
Integration with email client (e.g., Outlook or Gmail)
Nutshell
7.5
Salesforce for Nonprofits
Quote & order management
Nutshell
6.8
Salesforce for Nonprofits
Interaction tracking
Nutshell
9.3
Salesforce for Nonprofits
Channel / partner relationship management
Nutshell
3.0
Salesforce for Nonprofits

Customer Service & Support

Nutshell
8.8
Salesforce for Nonprofits
Case management
Nutshell
9.7
Salesforce for Nonprofits
Call center management
Nutshell
8.0
Salesforce for Nonprofits

Marketing Automation

Nutshell
8.1
Salesforce for Nonprofits
Lead management
Nutshell
8.4
Salesforce for Nonprofits
Email marketing
Nutshell
7.8
Salesforce for Nonprofits

CRM Project Management

Nutshell
9.0
Salesforce for Nonprofits
Task management
Nutshell
9.1
Salesforce for Nonprofits
Reporting
Nutshell
8.8
Salesforce for Nonprofits

CRM Reporting & Analytics

Nutshell
8.2
Salesforce for Nonprofits
Forecasting
Nutshell
8.0
Salesforce for Nonprofits
Pipeline visualization
Nutshell
7.9
Salesforce for Nonprofits
Customizable reports
Nutshell
8.7
Salesforce for Nonprofits

Customization

Nutshell
8.2
Salesforce for Nonprofits
Custom fields
Nutshell
7.9
Salesforce for Nonprofits
Custom objects
Nutshell
9.0
Salesforce for Nonprofits
Scripting environment
Nutshell
9.0
Salesforce for Nonprofits
API for custom integration
Nutshell
7.1
Salesforce for Nonprofits

Security

Nutshell
7.5
Salesforce for Nonprofits
Single sign-on capability
Nutshell
9.0
Salesforce for Nonprofits
Role-based user permissions
Nutshell
6.0
Salesforce for Nonprofits

Social CRM

Nutshell
7.7
Salesforce for Nonprofits
Social data
Nutshell
7.4
Salesforce for Nonprofits
Social engagement
Nutshell
8.0
Salesforce for Nonprofits

Integrations with 3rd-party Software

Nutshell
8.0
Salesforce for Nonprofits
Marketing automation
Nutshell
8.0
Salesforce for Nonprofits
Compensation management
Nutshell
8.0
Salesforce for Nonprofits

Platform

Nutshell
7.7
Salesforce for Nonprofits
Mobile access
Nutshell
7.7
Salesforce for Nonprofits

Pros

Nutshell

  • 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
Jennifer Callaghan | TrustRadius Reviewer

Salesforce for Nonprofits

  • Salesforce makes it simple to enter and track client data across time.
  • Salesforce for Nonprofits allows organizations to enter and track donation information with customizable options that make it easy to reconcile with internal financial data.
  • Salesforce for Nonprofits provides free resources to connect with other nonprofit/organizational professionals and learn from them; they also provide learning resources on their Trailblazer platform.
Tierra Bishop | TrustRadius Reviewer

Cons

Nutshell

  • SWOT analysis --- currently we put this in as custom fields but they don't link up at all and are hard to read/navigate. We also use the custom fields for other information we want to capture. It would be nice to build those in so they can show the info as bullet points or something --- currently paragraph form and hard to find things at a glance.
  • Funnel could use some work. Only shows how many leads are currently in that part of the pipeline which doesn't give us a good historical comparison.
Laci Fitch | TrustRadius Reviewer

Salesforce for Nonprofits

  • We occasionally struggle with marketing cloud. It is a very robust tool and does not always seem to work well for our needs. We are working to improve it but it is proving to be a challenging tool.
  • Chatter has worked very well for our organization as it provides a history of all that has happened in the system. We attempted to consolidate all communications in one platform (chatter) but employees are not as comfortable using the solution for everyday communications as it part of our system of record. It does work for social communication but our staff is not comfortable using it.
  • Some of the integrations that we try and do are difficult and fragile at times. There has been improvement but integrations are always a concern.
Jeff Govert | TrustRadius Reviewer

Likelihood to Renew

Nutshell

Nutshell 10.0
Based on 1 answer
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.
Dan Aylward | TrustRadius Reviewer

Salesforce for Nonprofits

No score
No answers yet
No answers on this topic

Usability

Nutshell

Nutshell 9.0
Based on 1 answer
Very easy to use, great for small office
Dan Aylward | TrustRadius Reviewer

Salesforce for Nonprofits

Salesforce for Nonprofits 8.0
Based on 1 answer
I think Salesforce has so much functionality that it makes it difficult in terms of overall usability. Once you can figure it out, it's a 10/10, it's just getting there. If you're willing to do the work to figure it out then you're golden. For what it's worth, I don't know if you're going to find something with this level of functionality that's easier to figure out
Jared Lyda | TrustRadius Reviewer

Support Rating

Nutshell

Nutshell 9.5
Based on 2 answers
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.
Jennifer Callaghan | TrustRadius Reviewer

Salesforce for Nonprofits

Salesforce for Nonprofits 7.9
Based on 9 answers
Salesforce has a lot of options for support, including self-service training to go out and learn on your own. Additionally, there's an excellent community around the product to try and help out. There is a lot Salesforce can do, so having these resources is absolutely necessary when you are trying to even figure out language around your problem. There are also many consulting firms that specialize in Salesforce.
Matthew Deakyne | TrustRadius Reviewer

Implementation Rating

Nutshell

Nutshell 8.0
Based on 1 answer
Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
Dan Aylward | TrustRadius Reviewer

Salesforce for Nonprofits

No score
No answers yet
No answers on this topic

Alternatives Considered

Nutshell

Well, my team had trials for these others and they all prefer Nutshell for different reasons. I prefer it as I need a user-friendly software to help me out as I am not a big tech guy. I have heard others in the office say things like they like the way activities are scheduled better, or the way nothing ever gets accidentally erased if they hard crash or power goes out.
Gregory Palenschat | TrustRadius Reviewer

Salesforce for Nonprofits

Salesforce for Nonprofits is much more flexible than other tools I've used in the past. You aren't limited to staying with one company's suite of products - you have the ability to build out your database / fundraising solution using best in class applications. It also has a different pricing model - it's all based on users and storage, opposed to a blanket platform fee.
Kevin Scally | TrustRadius Reviewer

Return on Investment

Nutshell

  • Nutshell's mobility has provided significant ROI for me since we've started using the CRM. I've been able to provide immediate feedback to clients, schedule meetings from the field with confidence, and much more.
  • Nutshell's tagging features have helped us craft custom mailing/email lists. We struggled to do this in the past.
Phil Curtolo | TrustRadius Reviewer

Salesforce for Nonprofits

  • We applied to the foundation and got free licenses for Salesforce so it was not a risky upfront financial investment for us. It has been a very helpful and useful CRM and donor management system for us.
  • Learning Salesforce is very challenging and has created a lot of frustration amongst our staff. There are not a lot of local resources in our more rural community to get assistance or training on Salesforce.
  • The HUB/community of users on Salesforce is very helpful and supportive. Whenever I pose a question I always get responses. Unfortunately, most of those people are much more advanced than I am so often, I don't understand their answers to my questions.
Courtney Osterfelt | TrustRadius Reviewer

Pricing Details

Nutshell

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Nutshell Editions & Modules

Edition
Starter$201
Pro$351
Pro+$701
  1. per user, per month
Additional Pricing Details

Salesforce for Nonprofits

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Salesforce for Nonprofits Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Nutshell
8.5
Salesforce for Nonprofits
8.3

Likelihood to Renew

Nutshell
10.0
Salesforce for Nonprofits

Usability

Nutshell
9.0
Salesforce for Nonprofits
8.0

Support Rating

Nutshell
9.5
Salesforce for Nonprofits
7.9

Implementation Rating

Nutshell
8.0
Salesforce for Nonprofits

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