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Salesforce for Nonprofits, the Salesforce.org Nonprofit Cloud, is a nonprofit constituent relationship management platform from Salesforce, which supports constituent engagement, fundraising, and grants. Nonprofit editions contain Salesforce Lightning Edition along with the former Nonprofit Success Pack (NPSP) combined.One CRM to Rule Them AllSalesforce for Nonprofits is used by the marketing and development teams in the US and UK. This is our central donor database, housing all donor information, transaction information, preferences, campaign history, and has numerous integrations with different payment processors and vendors. We also have a custom one page application that powers all online transactions and APIs for telemarketing and face to face fundraising.,Dynamic search Integrations with third part apps User management,Complex reporting often times out Many features still require developers to build out - would like to see Salesforce create simpler interfaces for non-technical users Limited storage - Salesforce requires you to pay for more storage, which gets very costly,9,Increase user adoption for database Consolidation to one database Increased efficiency for importing data,Luminate and Raiser's Edge NXT,Salesforce Marketing Cloud Email Studio, Microsoft Office 365, 250ok InboxHow Salesforce Improved our OrganizationWe are using Salesforce to manage our entire organization's flow from sales to project management to mass communications. It makes us more efficient and it is our institutional knowledge.,Visibility, we can see at what point any of our projects are at and we can see what was done and when leveraging chatter. Ease of flow, our environment was created to streamline our work flow and it does it. Once one process is completed the system moves the project to the next group/phase. Ease of use. the system is intuitive and we find that the learning curve for new employees is very straight forward. The system walks you through your processes.,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.,10,We get amazing power and functionality for a very low cost due to the foundation pricing. We have experienced efficiencies in having all our work in one place. We have not assigned an ROI to this but work flow and a calmer work force has occurred. The organization has grown through this time and the system has kept up and always been capable of supporting us in out increased work flow. Salesforce consulting time is expensive and if not controlled it can get out of had very quickly. Again you need a plan and you need to stick to it.,,Microsoft Office 2016, Box, RingCentral MeetingsSalesForce is helpful but not designed for researchersMy organization currently uses SalesForce in a variety of ways. Our program and field operations team uses it to manage their contacts and organizations that they work with. In particular, it is used to manage grants provided since we are a grant-giving entity, that is a big part of what we do. Our fundraising and development folks use it to track donors and donations from individuals, institutions, corporations, foundations, etc. Our communications folks use it to connect with Pardot to manage communications with our network. It addresses the issue of having all of our customers in one place so that everyone can access and run reports.,Stores contact information. It's a CRM tool so it's great at keeping track of your customers. The reports functionality is pretty good. You can easily build reports yourself. It also connects seamlessly to Pardot which manages our communications with our network.,You can only export reports into 2 types, excel is one of them and I can't remember the other. But it's crazy that such an advanced platform only has two options to export, it's archaic in that way. The dashboards you can develop are pretty weak. They look like they are from the 1980s. You aren't able to do analysis in SF, you have to have certain addons which usually cost more.,7,Streamlining things in terms of communication. We use Chatter to communicate with folks in the field and because it's build-in we aren't paying for another program. Our support services team uses it to field data requests and problems so this allows for real-time tracking on issues. Making connections between folks in the database--individuals to companies (potential funders). Trying to make various entities relate to one another is advantageous for us in finding new relationships and prospective funders,PardotThe perfect tool for nonprofits of all sizesWe use Salesforce for Nonprofits as our exclusive CRM tool. Salesforce has provided a dependable/reliable solution for us! We are able to run all donations, campaigns, reporting, customer management, tasks, etc. through Salesforce!,Salesforce for Nonprofits has so many great free add-ons that enhance the experience! Salesforce for Nonprofits' reporting tools are incredibly helpful and allow you to analyze your data in a very detailed way. Salesforce for Nonprofits also has a lot of great partnerships, like with our online donation platform so all of that is able to sync automatically which saves us loads of time and money!,Within Salesforce for Nonprofits there could be some enhancements around soft credits for when a donor gives through a donor-advised fund. Another enhancement would be how it works between accounts/contacts - this is not always seamless.,10,Salesforce has increased our revenue drastically as it has provided simple tools to be sure we are staying in touch with our monthly donors. Salesforce for Nonprofits also allows us to track all donor/customer interactions so that everyone is on the same page with our donors.,Network for Good and Blackbaud CRM,ClassyOne of the best Resource Management Systems out there!We are a grantmaking organization. We use Salesforce to track our granting relationships, and eventually, to process the application and payment of the grant. We are a smaller team of 4 and all of us are in Salesforce daily, whether it's inputting notes from a call with a potential grantee, or creating payments for a multi-year grant by our Grants Manager. A special feature we added to our Salesforce is our Trip Planner. All of our grants are international. The Trip Planner allows us to add in site visits, trip details, and the organizations we visited during the trip. Essentially, it addresses relationship tracking, grants, and other data that we need to track as we give annually.,Customizable- we travel a lot, so we were able to add in a Trip Planner tab to track. Reports function- at its base, I can get reports very quickly Ease of use- we have a range of ages and experience on our team and it's been a simple process for everyone to be on-boarded.,Dashboards- although I've figured them out, only 1 or 2 people on the team actually know how to build and use them. I'm sure that I could use some more help on this. Note taking- we are on a lot of calls with grantees. Logging a call or adding a note can be tedious. Currently, there are no functions to help organize, bullet-point or bold certain sections. Tasks/Notes- they've been pretty much useless to the team. I can see the benefit of them, but they're really clunky to use.,7,We're able to tell accurately what granting money we have left for different categories. We're able to track our relationships- what was the last email correspondence like when we last touched base with an organization etc. Can get a quick picture of how our strategy is on or off base according to our annual goals (not just dollar amounts, but our regional allocations, strategic focus areas, etc.),,Evernote, Basecamp, Zoom Video Webinar
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Salesforce for Nonprofits
16 Ratings
Score 8.4 out of 101
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Salesforce for Nonprofits Reviews

Salesforce for Nonprofits
16 Ratings
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Score 8.4 out of 101
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Kevin Scally profile photo
November 28, 2018

Salesforce for Nonprofits Review: "One CRM to Rule Them All"

Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce for Nonprofits is used by the marketing and development teams in the US and UK. This is our central donor database, housing all donor information, transaction information, preferences, campaign history, and has numerous integrations with different payment processors and vendors. We also have a custom one page application that powers all online transactions and APIs for telemarketing and face to face fundraising.
  • Dynamic search
  • Integrations with third part apps
  • User management
  • Complex reporting often times out
  • Many features still require developers to build out - would like to see Salesforce create simpler interfaces for non-technical users
  • Limited storage - Salesforce requires you to pay for more storage, which gets very costly
Salesforce for Nonprofits is well suited for nonprofits who want to have the ability to deeply customize how their data is entered and how it is used. Because it's Salesforce, you have a ton of native functionality to work off of, but also can connect with a vast network of developers who can help customize it.

Salesforce for Nonprofits wouldn't be ideal for a small nonprofit that wants a turnkey database / fundraising solution, as it requires other applications to be installed and some customization.
Read Kevin Scally's full review
Jeff Govert profile photo
November 27, 2018

Salesforce for Nonprofits Review: "How Salesforce Improved our Organization"

Score 10 out of 10
Vetted Review
Verified User
Review Source
We are using Salesforce to manage our entire organization's flow from sales to project management to mass communications. It makes us more efficient and it is our institutional knowledge.
  • Visibility, we can see at what point any of our projects are at and we can see what was done and when leveraging chatter.
  • Ease of flow, our environment was created to streamline our work flow and it does it. Once one process is completed the system moves the project to the next group/phase.
  • Ease of use. the system is intuitive and we find that the learning curve for new employees is very straight forward. The system walks you through your processes.
  • 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.
It is great because you get all the power and functionality you can ever need and at an amazing price point. This can also be a problem as you can get overwhelmed with all the capabilities and get buried in the possibilities. You need a clear plan and clear requirements and stick to them. Once the system is up and running and your users are comfortable then you can look to improvements and changes but only once you have total buy-in.
Read Jeff Govert's full review
Jillian Papa profile photo
January 18, 2019

Salesforce for Nonprofits Review: "SalesForce is helpful but not designed for researchers"

Score 7 out of 10
Vetted Review
Verified User
Review Source
My organization currently uses SalesForce in a variety of ways. Our program and field operations team uses it to manage their contacts and organizations that they work with. In particular, it is used to manage grants provided since we are a grant-giving entity, that is a big part of what we do. Our fundraising and development folks use it to track donors and donations from individuals, institutions, corporations, foundations, etc. Our communications folks use it to connect with Pardot to manage communications with our network. It addresses the issue of having all of our customers in one place so that everyone can access and run reports.
  • Stores contact information. It's a CRM tool so it's great at keeping track of your customers.
  • The reports functionality is pretty good. You can easily build reports yourself.
  • It also connects seamlessly to Pardot which manages our communications with our network.
  • You can only export reports into 2 types, excel is one of them and I can't remember the other. But it's crazy that such an advanced platform only has two options to export, it's archaic in that way.
  • The dashboards you can develop are pretty weak. They look like they are from the 1980s.
  • You aren't able to do analysis in SF, you have to have certain addons which usually cost more.
It's good for basic fundraising, customer management, etc. I work in research and program evaluation and it's not great for surveys. We have had to have a few custom objects made to fit our needs and it's just not great. It seems we run into a lot of issues but we kind of had no choice.
Read Jillian Papa's full review
Edward Phillips profile photo
January 14, 2019

Salesforce for Nonprofits Review: "The perfect tool for nonprofits of all sizes"

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce for Nonprofits as our exclusive CRM tool. Salesforce has provided a dependable/reliable solution for us! We are able to run all donations, campaigns, reporting, customer management, tasks, etc. through Salesforce!
  • Salesforce for Nonprofits has so many great free add-ons that enhance the experience!
  • Salesforce for Nonprofits' reporting tools are incredibly helpful and allow you to analyze your data in a very detailed way.
  • Salesforce for Nonprofits also has a lot of great partnerships, like with our online donation platform so all of that is able to sync automatically which saves us loads of time and money!
  • Within Salesforce for Nonprofits there could be some enhancements around soft credits for when a donor gives through a donor-advised fund.
  • Another enhancement would be how it works between accounts/contacts - this is not always seamless.
Salesforce for Nonprofits is the perfect tool for ALL nonprofits. It allows you to create a sales and customer focus in your fundraising which allows you to advance your mission! It could be less appropriate if you don't have someone that can ensure the accuracy of information on an ongoing basis.
Read Edward Phillips's full review
Kelsie Hamilton profile photo
January 14, 2019

Salesforce for Nonprofits Review: "One of the best Resource Management Systems out there!"

Score 7 out of 10
Vetted Review
Verified User
Review Source
We are a grantmaking organization. We use Salesforce to track our granting relationships, and eventually, to process the application and payment of the grant. We are a smaller team of 4 and all of us are in Salesforce daily, whether it's inputting notes from a call with a potential grantee, or creating payments for a multi-year grant by our Grants Manager. A special feature we added to our Salesforce is our Trip Planner. All of our grants are international. The Trip Planner allows us to add in site visits, trip details, and the organizations we visited during the trip. Essentially, it addresses relationship tracking, grants, and other data that we need to track as we give annually.
  • Customizable- we travel a lot, so we were able to add in a Trip Planner tab to track.
  • Reports function- at its base, I can get reports very quickly
  • Ease of use- we have a range of ages and experience on our team and it's been a simple process for everyone to be on-boarded.
  • Dashboards- although I've figured them out, only 1 or 2 people on the team actually know how to build and use them. I'm sure that I could use some more help on this.
  • Note taking- we are on a lot of calls with grantees. Logging a call or adding a note can be tedious. Currently, there are no functions to help organize, bullet-point or bold certain sections.
  • Tasks/Notes- they've been pretty much useless to the team. I can see the benefit of them, but they're really clunky to use.
I've used other CRMs and databases for 2-3 other nonprofits I've worked at. Ultimately, Salesforce offers the most dynamic resources and ability to adapt and customize. If you're a team or nonprofit that wants to be more flexible, learn and adapt and use your CRM to lead the way, Salesforce for Nonprofits is the way to go. It is pretty pricey compared to other CRMs, so take that into account. It'd be less appropriate if you want to use Salesforce for only simple tracking and if you're a smaller nonprofit.
Read Kelsie Hamilton's full review
Geoffrey Seiler profile photo
January 11, 2019

Salesforce for Nonprofits Review: "Salesforce -- Great tool for a Global Organization"

Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce to plan and organize our accounts, events, external partners, and record keeping. We additionally use the system to act as the primary contact database for our global organization. Lately, we have implemented the service console to also use Salesforce as our primary customer response tool and to automate certain consistent financial transactions used by our business.
  • Excellent contact management database that allows one to quickly sort, group, and manage different stakeholders and organizations.
  • Service Console provides an easy global solution to transfer customer concerns to the appropriate individual or teams.
  • Reporting features are used to provide consistent updates regarding our events, customer service, and travel.
  • Improved version histories could help prevent miscommunication or revert undesired changes
  • Was difficult to implement across our offices around the globe, and we've had some difficulties in ensuring that all offices are using the tools in the same way.
  • Over-customization makes can make integration with other systems more difficult or impossible.
Salesforce is the industry benchmark for contact management systems for Nonprofits. It's a wonderful tool to be able to manage work, travel, finance, reporting, and contacts for global organizations and national organizations. A diverse and malleable tool, excellent Salesforce administrators can turn this system into the most important tool your organization has. However, you will want to ensure global understanding of the use of various fields and explore the possibility of integrating systems like Oracle prior to over customizing your Salesforce instance.
Read Geoffrey Seiler's full review
Lindsay Solomon profile photo
December 01, 2018

Salesforce for Nonprofits Review: "Salesforce For Non-Profits is a part of everything Musicians On Call does!"

Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce is a part of everything Musicians On Call does. We manage volunteers, donors, partners, and everyone in between through the Sales Cloud. We have also integrated it with Pardot to streamline our marketing needs as well as use third-party apps like TaskRay to help keep our team on the right track!
  • Customizable to our needs
  • Integrates well with third-party apps
  • The latest Pardot in Lightning integration has been buggy, but we are still able to use Pardot in the native app
  • Some tools need to be moved to Lightning still, but you can always switch back and forth
Salesforce is perfect for any non-profit with an appropriate budget. The 10 licenses donated to non-profits helps, but it will need a bit more investment to get the most out of it. I don't see a reason why any non-profit would go with anything else, to be quite honest.
Read Lindsay Solomon's full review
No photo available
December 21, 2018

Salesforce for Nonprofits Review: "Salesforce is Amazing"

Score 7 out of 10
Vetted Review
Verified User
Review Source
We used it as a CRM solution to track donors and meetings to be able to find possible leads and follow up as needed. We also used it to track gifts and keep organized as new employees started and left the organization. It was our go-to tool for the development process.
  • Keeps track of notes.
  • Helps build a pipeline of potential donors.
  • Makes sure no information is lost during transitions.
  • Was quite hard to put in place.
  • Had some trouble training new staff.
  • Vocabulary and terms varied from our old CRM solution.
There are more robust tools on the market, but Salesforce for Nonprofits is the perfect starting ground for those who do not have a CRM already in place. It takes your team to next level and allows you to know what is going on in the organization at any given time.
Read this authenticated review

Salesforce for Nonprofits Scorecard Summary

About Salesforce for Nonprofits

Salesforce for Nonprofits, the Salesforce.org Nonprofit Cloud, is a nonprofit constituent relationship management platform from Salesforce, which supports constituent engagement, fundraising, and grants. Nonprofit editions contain Salesforce Lightning Edition along with the former Nonprofit Success Pack (NPSP) combined.

Salesforce for Nonprofits Technical Details

Operating Systems: Unspecified
Mobile Application:No