Senior Communications Associate for Public Affairs and Development
Chose Raiser's Edge
Salesforce has a more modern feel and I felt that it was easier to perform functions beyond the basics, such as running reports for analysis, on Salesforce. But The Raisers Edge already existed at my company and given that I only needed it for basic functions and did not need …
For smaller organizations who don't have extensive data needs (i.e. not many audiences to segment) and who don't need robust reporting, this works great.
Raisers Edge is outstanding for storing and reporting on constituent data and communications. There are many options for creating methods of tracking by different information included and also for creating personalized tracking methods.
Raisers Edge is not very well suited for an organization that also has a gift shop and visitors center. Allowing membership admission and item sales is not practical.
More restrictions regarding image upload. Currently, you can upload any size and insert it. The email will not send correctly but you do not receive an error message.
Data posting to Financial Edge (FE) is limited and complicated to understand (took us time to adjust). The posting report does not have enough info: Appeal, campaign and who posted to FE. In genereral, RE/FE integration is not explained by Blackbaud properly, we had to figure out everything on the go.
Volunteer module is a bit cumbersome; some fields have duplicate fields in the event module; the identical information ends up being recorded in two different places.
There are many CRM tools on the market however Raisers Edge especially with NXT offers everything you need in one database. It’s a little pricey however Blackbaud support is super helpful and they offer so many tools and add ins.
it does lots of things well (prospect tracking and event management), some things FANTASTIC (gift records and donations and relationships). It is rigid enough for the database administrator to maintain good clean data, but flexible enought for customization across organizations so specific data can be kept as needed for YOUR specific organization needs.
Since the software is expensive to use, only so many people are able to active users at once. There are times when I may have to wait or ask another user to log out so that I may log in.
Support response has been swift and knowledgable, though not always the answer I've wanted. One huge design flaw is if I add a new Salesforce field to sync, Salsa Engage will not sync it unless it has changed since the last sync, requiring me to fake an update for an entire database or re-sync the whole enchilada. Better to recognize it's a new Salesforce field and perform the sync en masse.
For most users, only chat support is available. There is a phone number, but it is very labor-intensive to get someone on the phone, and the chat does not include an easy way to screen share. Those sessions need to be scheduled in advance and almost begged for; the chat line always has a long wait time, and sometimes it seems their support personnel is chatting with more than one client at a time.
It's critically important to consider where you are taking your fundraising efforts and strategy, and to collaborate closely with other departments who will also use RE. I would strongly recommend that you investigate best practices -both from Blackbaud (theory) and with other organizations (practice) - to create a user manual and guide for RE within your organization
Salesforce has a more modern feel and I felt that it was easier to perform functions beyond the basics, such as running reports for analysis, on Salesforce. But The Raisers Edge already existed at my company and given that I only needed it for basic functions and did not need much training to do those, I decided to use The Raisers Edge.
It takes longer than necessary to do things so that makes it cost more staff time to complete the work we need. One example is with online gifts since you can't import these into a batch we have to manually add all of the online gifts which is time consuming.
