Sage HRMS vs. Salesforce Agentforce 360 for Nonprofits

Sage HRMS is a software that fits in all organizations whether small or large and this makes it the most suitable HR solution as it will help you manage your workforce even if it may appear small. The software has analytics and reporting tools that are applicable in performance management where you will use them in assessing the productivity of your employees and plan on how to improve further as a workforce. It further helps in employee on-boarding, payroll management, and talent management

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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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• Ability to see history (like job history) easily at a glance.
• Ability to make changes easily.
• Organizing info in the employee record.

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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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• We changed our chart of accounts. The system does not allow you to change the numbering format, so we had to start over with new databases.
• The tax return portion of the software does not file local taxes. We would definitely like to see this functionality in the future.
• The payroll piece does not handle complicated move up and move downs for union pay. This could definitely be improved upon.

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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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I do not work with this software anymore, and I am not involved with the renewal of it. However, if I were, I would still suggest using it unless something better was introduced

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

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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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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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Sage HRMS was very cost effective for a non-profit. It does all that we needed as a company and more. It also allows us to handle payroll ourselves instead of outsourcing [it].

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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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• there can be a high ROI when processing payroll in house compared to outsourced. Not to mention the flexibility you gain.

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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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