Salesforce.org Nonprofit Cloud vs. WealthEngine

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.

Incentivized

WealthEngine is an excellent prospect research tool. P2G scoring and other ratings are easy to understand. This allows for easy segmentation of prospects and prioritization of work for gift officers. We utilize this data for researching first-time donors, grateful patient prospects, and major gift prospects as well. All of our team are very satisfied with this tool.

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

• Donor contact info
• Confirm donor identity

Incentivized

• 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

Incentivized

• WealthEngine is expensive for most nonprofits when looking at how to spend their money.
• WealthEngine seems to have a lot of turn over. Every time I email our account manager, they seem to have changed.
• WealthEngine can have glitches and does not work at times which is very frustrating.
• I would also like for WealthEngine to have better mobile service or an app.

Incentivized

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

Incentivized

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

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

The online help databases and tutorials are helpful, and I have been able to find the help and solutions I need from those sources. I have not had to use other forms of support from WealthEngine. I like being able to find the help I need through a simple search.

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

WealthEngine provides the same quality of data at a more affordable price point.

Incentivized

• 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.

Incentivized

• Depth of data
• Portfolio expansion

Incentivized