Likelihood to Recommend A potential student calls in and we can enter all the information in CRM right then. Ellucian CRM Advance makes it easy for when we go back a week later to see all the notes on the student rather than asking them all over again. Admissions takes the call and enters all info into CRM Advance and then Academics can just log in and see all the notes Admissions took on the student.
Read full review If you only want to track donations, I'd go with something simpler. If you want to track donations and programs and connections between them, there may be nothing better. If you have no technical abilities and no budget, restricted yourself solely to what it does as described exactly in the manual. If you can't devote about 0.25FTE to the constant maintenance and upgrades, don't go with it.
Read full review Pros Ties fundraising efforts to alumni. Seamless integration from Ellucian Colleage or Banner. Read full review 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. Read full review Cons Some of the data is not in the most intuitive location. The initial learning curve of the system was a bit steep, but after working with the system exclusively, our users got proficient very quickly. Read full review Learning curve - very powerful, but takes time to learn Batch processing - takes time and advanced skills to reach efficiency for data entry and certain operations which you want to do in batch Mass email is extremely limited - must choose a third party tool which adds complexity and cost to the system Read full review Likelihood to Renew There is really no other tool to compare and especially since Salesforce for Nonprofits is free!!
Read full review Usability 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
Read full review Support Rating CRM Advance is very efficient and overall a great product. We have been using CRM for many many years with really no complaints. It fits our needs.
Read full review 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.
Read full review Alternatives Considered We actually recently dropped CRM Advance and are now live with Raisers Edge. Raisers Edge was much more user friendly and built around the fundraising experience. Integration was possible through a secure FTP interface with Ellucian Colleague. Other Blackbaud products have since been purchased to further enhance fundraising and gift giving.
Read full review 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.
Read full review Return on Investment We are now able to do a more effective review of applicants and see overall trends of characteristics such as source locations. This helps to focus other efforts such as marketing to support those areas and increase others. There is now a full picture of the needs of our students. By being able to view information in a logical progression, trend data can be identified and reacted to. Read full review Salesforce has allowed us to easily track donor communications in one area, which I believe has improved our donor communication overall. Salesforce for Nonprofits has made it easier on my org to track and pull donation-related information and has reduced the amount of time we need to do these regular tasks. Read full review ScreenShots Salesforce.org Nonprofit Cloud Screenshots