Score 8 out of 10
Read Tierra Bishop's full review
Pros and Cons
- Salesforce makes it simple to enter and track client data across time.
- Salesforce for Nonprofits allows organizations to enter and track donation information with customizable options that make it easy to reconcile with internal financial data.
- Salesforce for Nonprofits provides free resources to connect with other nonprofit/organizational professionals and learn from them; they also provide learning resources on their Trailblazer platform.
- The main issue I have with Salesforce for Nonprofits is the reports functionality. Salesforce forces you to create "canned" reports to some extent each time and doesn't let you build a report entirely from scratch. For example, when you create a report you have to first determine what "type" of report it is, such as contact or donation report, and then it pre-selects a list of report indicators/data points that you can choose from. I have very often found myself wanting to pull in information from areas/data points that are not available to me based on the report type. This may have been in an effort to make reporting more simple, but it actually creates a lot of frustrations and inability to find the data I need.
- Salesforce for Nonprofits seems to be contact-based in a lot of ways instead of household-based, but I think users should have the option to choose between the two in various settings within the CRM. For example, in campaigns, the users have to add campaign participants as individual contacts, and you cannot add an entire household or org to the campaign together. You would have to separately look up each person within that household, and add each one manually.