Salesforce.org Nonprofit Cloud

Salesforce.org Nonprofit Cloud

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Score 8.6 out of 100
Salesforce.org Nonprofit Cloud

Overview

Recent Reviews

Salesforce Review!

10 out of 10
December 10, 2021
Review and approve grant applications. Collect data about applicants/organizations. Set up a letter of inquiry deadlines and applicant …
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What is Salesforce.org Nonprofit Cloud?

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…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Alternatives Pricing

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What is Blackbaud eTapestry?

Blackbaud eTapestry is a donor management solution that helps growing nonprofits build a stable foundation for success, beat fundraising goals, and catalyze growth. eTapestry boasts more than 6,000 nonprofits and institutions as users, who manage and track fundraising performance, engage new…

Features Scorecard

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Product Details

What is Salesforce.org Nonprofit Cloud?

Nonprofit Cloud connects all the functions of the organization on one integrated platform, to help them become digital-first and expand the reach and impact of these organizations. It is presented as a platform to unify fundraising, program management, marketing and grant making teams, helping them to deliver experiences that surpass the expectations of today's digital stakeholders and drive next level change and impact.

Salesforce.org Nonprofit Cloud Features

  • Supported: Alumni Management
  • Supported: Grant Application Management
  • Supported: Pledge Management
  • Supported: Self Service Portal

Salesforce.org Nonprofit Cloud Screenshots

Case ManagementContact RecordHome DashboardManagement ModuleMarketing Cloud for Nonprofits

Salesforce.org Nonprofit Cloud Videos

Nonprofit Cloud Overview Demo
Built on one connected platform, Nonprofit Cloud helps you break down silos between your fundraising, program management, marketing, and technology teams by giving everyone a single, shared view of your organization and all those associated with it. Learn more at http://www.salesforce.org/nonprofit

Salesforce.org Nonprofit Cloud Competitors

  • Blackbaud
  • Microsoft
  • N/A

Salesforce.org Nonprofit Cloud Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Comparisons

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Frequently Asked Questions

What is Salesforce.org Nonprofit Cloud?

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.

What is Salesforce.org Nonprofit Cloud's best feature?

Reviewers rate Support Rating highest, with a score of 8.7.

Who uses Salesforce.org Nonprofit Cloud?

The most common users of Salesforce.org Nonprofit Cloud are from Small Businesses (1-50 employees) and the Non-profit Organization Management industry.

Reviews and Ratings

 (52)

Ratings

Reviews

(1-25 of 29)
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Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce.org Nonprofit Cloud to drive our supporter engagement, donor pipeline, and program participants. We do some direct service, lobbying, and community organizing, and Salesforce.org Nonprofit Cloud helps drive all of this. We work in eight states and have six programs, all geographically distributed in a matrix fashion. Salesforce's app structure and Lightning Web Components have helped us address the myriad needs of our nonprofit.
  • Adaptability across personas
  • OOTB solutions for nonprofit fundraising
  • API connections with many outreach tools
  • MFA options - increase choices, allow to keep signed in
  • Improved functionality for multiple select fields
Salesforce.org Nonprofit Cloud is well suited for medium to large nonprofits, especially those with multiple needs across business units -- e.g., community organizing, fundraising, etc. I would not recommend it for a small nonprofit or individual since it's likely to just be too much for their specific use case.
Score 8 out of 10
Vetted Review
Verified User
Review Source
As a higher education user we have used the Salesforce.org platform for several years to address our CRM needs for the admissions and enrollment side of our institution. It's helped us reach a bigger audience and helps us try to grow enrollment for the university. This has been invaluable over the years we've had the product.
  • Ability to reach a bigger audience with limited staff
  • Increase productivity of existing staff and resources
  • Engage with more prospective students in real time
  • The cost of the overall product is expensive for the support provided
  • Could stand to be more user friendly for those non-tech staff members
  • Backend systems can be confusing
Salesforce.org Nonprofit cloud does really well to help all of our staff and faculty get more involved with our undergraduate and graduate admissions teams. They are able to collaborate very well and see all of the robust data that is collected in the CRM. This can be challenging for some less tech-savvy staff members but for the most part is a great platform that our admissions team really enjoys use.
December 10, 2021

Salesforce Review!

Score 10 out of 10
Vetted Review
Verified User
Review Source
Review and approve grant applications. Collect data about applicants/organizations. Set up a letter of inquiry deadlines and applicant communications. Mainly used as a hub for all things grant applications. Send approval and denials. Internally communicate between multiple stakeholders at organizations. We use the platform as a means of personal organization for the different orgs internally and externally.
  • Support tickets.
  • Client training.
  • User interface.
  • Pricing packages.
Salesforce Nonprofit Cloud has been an overall positive experience. It's helped and supported many small and large non-profit organizations with consistency, transparency, and organization between external organizations and internal organizations.
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use the Non-Profit Success Pack (NPSP) component of nonprofit cloud with Sales Cloud as our core database and CRM to manage all of our donations income, regular giving, customer services, and relationship management for high-value supporters. It is our core business system and we are 100% dependent on it. We don't use any of the premium products such as Elevate or the Accounting Subledger. We have never evaluated them as they are not available in Australia. NPSP is not a complete solution for us. We use Fundraising Accelerator (AKA Pronto) from Alphasys to bridge many of the gaps in NPSP. In addition to Sales Cloud, we also have Marketing Cloud and Tableau CRM in our solution.
  • The data model is robust and well matched to the needs of a fundraising organisation.
  • The regular giving automation works well and meets our requirements.
  • It is very well architected to be extended for other functions.
  • There is no receipting within the NPSP.
  • There is no connection to our payment gateway to manage donations.
  • There are no tools for banking reconciliation (Accounting Subledger is new, but not available in Australia).
  • There is no integrations to fundraising platforms, and only basic data importing tools.
  • The localisation for Australia is not great. It is natively USA centric.
Nonprofit cloud is well suited for larger charities that can have an adequate budget for implementation and building out the gaps. It is a great platform for innovation and configuration to specific business requirements. Smaller charities may be better off with a more complete solution that's easier to implement.
Terry L Cole | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We first obtained NPSP for our development tracking when spreadsheets were no longer working well. We quickly expanded it to our outbound marketing for newsletter tracking and our volunteer program management. That was in the first year. We then expanded it a year later to track our client program delivery. A year later we were tracking client outcomes as well. Now it's simply an integral part of how we operate.
  • Adaptable
  • Scales up
  • Reliable
  • Broad
  • Customizable
  • Not an easy lift right out of the box unless you completely rule out customization
  • Not "free to own" even if the grant is free because you'll need about 0.25 FTE to maintain it
  • Constantly being updated which is cool but many items are "forced" and you must respond
  • Lots and lots of customization are required to equal many canned solutions available for any one particular feature set (but none of them can cover the breadth and flexibility of SF)
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.
Colleen Fedor | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Salesforce is being used by our entire staff team. It serves as both a record of the work being done and the opportunities for future work! We completed the customization of the free nonprofit edition and it has made a tremendous difference in our ability to quantify the work being done. We have customized the dashboards for each employee to easily stay on top of our annual goals - as individuals and company-wide.
  • document actions/work being completed
  • manage customer information
  • customized dashboards help staff stay on top of their annual goals
  • we struggle using it to communicate with groups via e-blasts
We found Salesforce to be very user-friendly. Running reports and entering information.....all were easily learned and we have very little user error!
Simon Sharkey Woods | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce for Nonprofits is the information spine for our entire operating model. By using the platform we are able to manage a community of providers who deliver experiences for young people in a consistent and safe way. By having a common platform we can also extract great insights from our information and have used Einstein (Tableau CRM) and standard Salesforce reporting to put the right information in the hands of our operational and senior leadership teams. We are also piloting the use of core Tableau to create an overarching balanced scorecard for the organization that will ensure we stay aligned to our core mission.
  • Managing the capture of the information we need to provide safe experiences for young people.
  • Managing the communications with young people and their parents to ensure we have the best possible customer journey.
  • Enables the organization to be data led.
  • An interface that is more intuitive for senior executives would help with adoption.
  • A simpler approach to licensing and billing of the product.
As per our example, the product is a great way of connecting a community of practitioners who have different infrastructures and use different technologies. I don't think it would be as impactful for smaller, less complex organizations.
Edward Phillips | TrustRadius Reviewer
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.
Karen Mellendorf | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
The Forge Initiative, a nonprofit, uses Salesforce for Nonprofits (NPSP) as their CRM. We use NPSP to manage our annual family membership which includes grouping students and parents together in accounts. We also manage donations & grants, program participation and volunteers. Campaigns for events as well as donation requests are managed through Salesforce.
  • 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.
  • Understanding what can be done with the software can be overwhelming.
  • The beauty of Salesforce is its customizability, but it's also the biggest thing to get in the way of using it successfully.
  • Cost-effective ways of getting started, you really need to find someone willing to take ownership of learning how it works and to oversee the user adoption.
We used several other nonprofit CRM packages before going to Salesforce. We weren't ready before then. It helps to have an understanding of databases and what it is you want to record and report on. Having data just to have data doesn't do anybody any good. Using other software, I knew what functionalities were missing for what we needed and we were able to customize Salesforce to get where we needed to go.

We used the volunteer management software for a couple of projects a few years ago but found it a bit clunky. It's been a couple of years so we will probably try it again to see if the user interface feels like a better fit for us.
Score 7 out of 10
Vetted Review
Verified User
Review Source
Our organization uses Salesforce to manage all of our contact data for members of our church across groups, volunteer teams, and outreach efforts, along with keeping track of involvement with our various other activities and events. It is used across our entire organization and is mainly used to address the challenges of tracking the different areas of our organization that people are involved with.
  • Creating detailed reports of contacts with the ability to filter out dirty data
  • Integration with other programs
  • Creating Dashboards for easily tracking overviews
  • The specificity of some fields could be improved to mitigate confusion between similar pieces of information
  • The speed that data refreshes is often slower than expected, especially when processing a relatively small amount of data (100-500 fields of data)
I am very likely to recommend Salesforce for Nonprofits to most colleagues, however I may be more hesitant to recommend it to less tech savvy colleagues. While Salesforce for Nonprofits is incredibly powerful and useful for myself and for my organization, it is not always the most intuitive thing to work with.
Score 10 out of 10
Vetted Review
Verified User
Review Source
The whole organization uses Salesforce, from lead and contact management to standard campaigns (for emailing purposes), to custom objects. One custom object, in particular, is Prayer Requests. We relate this to both leads and contacts to help us understand where our customers are and what they may be struggling with.
  • Automation.
  • Email campaigns.
  • More free apps from AppExchange.
  • An inexpensive survey tool.
I think Salesforce for Nonprofits is well suited for any non-profit out there. Especially if you're a nonprofit of 10 employees or less because you get Salesforce completely for free for those 10 users. I would say a less appropriate application would be non-profits who don't interact or engage with their customers.
Salesforce for Nonprofits is a 9/10 in my book. The platform does everything that we need it to do to be successful. It's not a 10/10 because there is always room for growth in my opinion. The Lightning style allows for quickly navigating and automation that allows us to complete our tasks in a timely manner.
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce for Nonprofits for our program and fundraising work specifically to track donations, secondary and postsecondary partnerships, and program outcomes. We also use it in conjunction with other Salesforce products for our Talent Acquisition and marketing work.
  • Flexible
  • Customizable
  • A lot can be done declaratively
  • Duplicate matching across fields.
  • Historical and moment in time reporting.
In order to roll out successfully, you need an individual or team that can manage Salesforce administration. Additionally, you need to have support from leadership to help explain the expectations around usage and be able to collaborate with stakeholders to ensure that the product meets requirements and needs.
Samantha Shain | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce for a variety of purposes, including managing our grantmaking (this includes applications, compliance, evaluation, approval, contracting, payments, interim and final reporting, and closeouts); contact management (this includes contact segmentation, email marketing); and event management (this includes tracking contact engagement in virtual and in person events over time); knowledge management (our file repository application is integrated with Salesforce). Salesforce if our organization's Source of Truth for grants, compliance, and constituent engagement.
  • Fundraising
  • CRM
  • Custom notifications and automation
  • 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
For an organization to achieve a successful Salesforce implementation and adoption, a specialized staff member is generally required to steward and maintain the system, including keeping up with releases, offering end user training, meeting reporting requirements, and generally enhancing the system with new functionality and automation. Very small organizations frequently face challenges meeting this recommendation because they simply do not have the capacity to keep up with the demands of a Salesforce instance. Additionally, some of the Salesforce differentiators (like profiles, security, role hierarchy, custom page design etc) are simply not relevant to nonprofits that need most users to have the same experience and do not restrict access to records and fields. Therefore, my opinion is that Salesforce is best suited for mid-to-large nonprofits that can dedicate an entire staff position to database management and are willing to embrace a growth-mindset, as Salesforce is constantly evolving.
Matthew Deakyne | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Salesforce for Nonprofits is being used to record all sales-related data, including products, opportunities, contracts, accounts, and contacts. It records all data related to sales, and helps in projections as well as historical record keeping. The visualization possibilities of the tool are not currently being used to their full effect, but this is something we'd like to do in the future.
  • Data collection. Salesforce makes it easy to create repeatable workflows so that your data is consistent.
  • Data reporting. Salesforce has best-in-class tools to report on the state of sales and to ensure that you are making progress on whatever metrics matter.
  • Collaboration. Salesforce is built around enabling everyone to engage clients and have seamless handoffs.
  • Complexity. For smaller shops, Salesforce is overkill. It takes a while to set up and usually involves consulting.
  • Expensive. If you aren't able to take advantage of the features, due to lack of experience, Salesforce is not worth the cost.
  • Confusion. Salesforce for non-profits comes with a 'starter pack' that is built around donations, rather than sales. It was difficult to remove this default setup to meet the needs of our non-profit.
Salesforce for Nonprofits is well suited to medium-sized teams that have strong technical expertise and who already have clear processes in place to make sales. It's less appropriate for small teams that don't need to manage data handoffs very frequently - or who don't have the technical ability to customize and manage the product. If money isn't an issue, then numerous consulting firms can assist in getting started with salesforce - the largest technical hurdle.
Salesforce has a lot of options for support, including self-service training to go out and learn on your own. Additionally, there's an excellent community around the product to try and help out. There is a lot Salesforce can do, so having these resources is absolutely necessary when you are trying to even figure out language around your problem. There are also many consulting firms that specialize in Salesforce.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce has the capacity to be a one-stop solution to most of your organization's data tracking needs. The starting point at your organization may be donor management or volunteer management or program management, but it can fast serve all other needs. It is extremely flexible and extensible.
  • Extensibility
  • Flexibility
  • Customization
  • Comprehensiveness
  • Investment
  • Learning Curve
  • Executive Buy-In
It is well suited for organizations that want a long term solution, a one-stop-shop for their entire nonprofit's data and database needs. It requires an internal champion and large buy-in from the staff. It should also be implemented by someone with experience, whether it's someone who's hired on or a consultant hired for the process. It may also require ongoing investment if you want to keep adapting it to your organization's changing needs. It is not recommended for organizations that do not have some budget to invest. It isn't as easy to simply spin up and start using with minimal training.
Highly recommended for any organization that has a champion and is willing to take the leap. The only dissatisfied users are those who have a poor implementation (often led by inexperienced volunteers). Also, having capabilities at even a small nonprofit that can be likened to those with Fortune 50s is a pretty great proposition. Salesforce's grant of free licenses to eligible nonprofits makes it affordable in the long run, but ROI ultimately comes down to how much value you strategically get out of it.
Score 8 out of 10
Vetted Review
Verified User
Review Source
Salesforce for Nonprofits is used in an instance where a data model is needed that is person-focused. Salesforce was developed as a B2B sales tool and, with that, contacts cannot exist without being tied to a company. With Salesforce for Nonprofits, that isn't going to be the case, and there is need to track individuals and their households without knowing where they might work. Salesforce for Nonprofits does that and it allows individual accounts. It also tracks donations vs sales of products or services.
  • Central database
  • Access from anywhere (web-based)
  • Normally a B2B sales tool
  • Workarounds for particular needs
Salesforce for Nonprofits is well suited for an area where there needs to be a large database to hold information and when it is something that will be used by multiple people in different locations, as this is a web-based platform. Salesforce for Nonprofits also does three updates per year so it is continuously growing and improving. It's not directly a person-based system so it does have some workarounds to get over the initial Sales Tool application it was built for.
Support is good because there is a vast community available for help. It is the largest CRM and market leader so most use cases have been done before. There are also evangelists of the platform that are always looking to help in the community with issues and problems.
Score 8 out of 10
Vetted Review
Verified User
Review Source
My nonprofit uses Salesforce for Nonprofits (currently NPSP 3, soon to be Lightning) to manage all donor information, including gifts, strategies, cultivation efforts, and more. We also use it on the program side for tracking student attendance, participation in events and programs, partner programs, school partners, and contact info/history. We use reporting to run mailing lists, invitations, and acknowledgment letters. We also use financial reporting to confirm quickbooks through integrations.
  • Broad information collection
  • Numerous integrations to common apps (Mailchimp, QuickBooks, GiveLively, etc.)
  • Not user friendly (Classic NPSP)
  • Reporting is easy once you know what you're doing
It is well suited to nonprofits needing a broad range of functionalities. For example, if you need donor tracking but also student tracking, Salesforce is a great option. You will always have more functions than you will need, but rarely will you be lacking one. For a small nonprofit, I would strongly recommend getting outside help to set up their Salesforce instance to their needs and to minimize any administrative functions needed, as it will take considerable time to manage Salesforce (less of an issue for larger nonprofits that can afford an in-house SF admin). If you do not need much functionality (for example, you just need to track donor information, giving, etc.) I would suggest something like Bloomerang, which is built specifically for nonprofit fundraising.
Overall, support is very good. The caveat is that you must build a relationship with your account manager, and ask them for help before doing something major. Support is generally quick (w/in 24 hours) with fast response time during a conversation.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce as a database to keep track of donors and participants in all of our events. For us, this makes sure that our information is centralized and easy to update. We often use this to create mailing lists for support letters and promotional pieces. Lastly, we record donations and other payments so that it is easily trackable for our accountant. Salesforce is very important to our organization, the first place we look for information and the easiest way to keep track of the many moving pieces.
  • Lots of connection points. I can associate a contact with an organization, an event and a donation, easily bouncing between them and pulling reports accordingly. Love this!
  • This system has many more features than we will ever actually use but I love that because when we have a new idea or want to try something out we don't have to switch systems, we just have to dig a little deeper into salesforce and they probably have a solution waiting for us already.
  • Salesforce is great at training! I love their trailhead and have used it a lot, especially when I was just getting to know the system. It is easy, fun, informative, and always there to teach me something new. I can also go at my own pace instead of many people's models of training through webinars that are almost always at inconvenient times.
  • Sometimes having so many options and features can be overwhelming for an organization as small as we are. There are days when I wish I could hide pieces or shut them off entirely so that they don't clutter our account.
  • Sometimes the Sales language doesn't translate very well to our non-profit world. While you could argue that we are doing a form of sales we really don't use typical sales verbiage or methods.
I think Salesforce is great any time you want to keep track of a large number of people and how they connect to your organization. This may not be great if you always work with the same 100 people and they are easy to keep a handle on or if you just don't have time to learn a fairly complex database. In that case, you may find a simpler system more worthwhile.
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.
Score 8 out of 10
Vetted Review
Verified User
Review Source
My organization uses Salesforce for Nonprofits as our only client record management system to track donor/supporter information. We are also in the process of utilizing it as a student CRM. Currently, it is being utilized by the fundraising/marketing team, but will eventually be utilized by the student admin side as well.
  • 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.
Salesforce for Nonprofits is a decent comprehensive CRM system, better than three others I have used (DonorPerfect, eTapestry/Blackbaud, and Aegis). For the most part, it is user-friendly (once you get past the setup/customization phase, which is actually rather difficult and involved and often requires working with a Salesforce professional) and allows you to visualize your client data in a streamlined way. However, I do think it needs work in its reporting functionality. If reporting was more customizable, I would really love this CRM.
I would say the support for Salesforce for Nonprofits is overall pretty great, as they offer many avenues to find the information you need and offer nonprofits the ability to work with Salesforce-trained volunteers or professional for free, which is useful especially during the customization process. I will say that I have often encountered situations where I needed to figure out certain information that I could not find even amongst the vast network of knowledge they provide.
Courtney Osterfelt | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
We are using it across our whole organization. We use it to track our youth participants, their families, our volunteers, donations, grants, and corporate partners.
  • It is a very large platform that is compatible with other platforms we use. For example, our online giving platform works very well with Salesforce, every time someone gives online it automatically logs it into Salesforce.
  • Salesforce allows us to track prospective donors and foundations, document what we are learning from them, document our involvement and track when the right time for a big ask is.
  • Salesforce has the ability for us to run large reports about our donors and our campaigns.
  • We are a small non-profit (only 3 full-time staff) with limited resources. It is very difficult to learn how to customize salesforce. It would be helpful if there was more customer service for new folks. The non-profit training program is helpful but it doesn't always address each version of salesforce that organizations have.
  • I could use some tutorials on running basic reports with ease.
  • It is difficult to understand what permissions to give my employees who also use Salesforce. I thought I gave them all the necessary permissions and lately, we are having a hard time logging donations as the title we want to give them. My staff will log a donation, give it a title, and when they hit save it changes the title back to the automated name. I am not sure why and I think it might have to do with her user permissions.
We are a growing non-profit and I anticipate that the size of Salesforce will be very helpful for us in the future. Right now it is challenging for us and we put a lot of energy into understanding what feels like it should take less energy to do. If someone asked me if they should get Salesforce for non-profits and they were a smaller org that does not anticipate growing past $500,000 annual budget, I would advise them to choose a different platform.
There is a lot of support if you live in a city. It is difficult to get support in rural communities. Also, we got Salesforce long before there was a Salesforce for non-profits and I think that some of the new features of the non-profit version did not migrate to our version and some of the old enterprise features have lingered around even though we tried to do the NPSP migration.
Jared Lyda | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce is the backend database for our website. As it is for most organizations, we manage a ton of data and data is super valuable. Being able to aggregate that data and put it in a form where it's easy to understand is super important for us. Keeping track of donors and donor trends is massively helpful as well.
  • Data management
  • Details
  • Customization
  • There is a pretty steep learning curve. Not sure if there is a way around this but maybe if there was training built in.
Salesforce is the #1 CRM for a reason. There isn't much else to say here. It's the industry standard, it's compatible with basically every third-party app you can think of. The problem with this question is that Salesforce does SO much that it's hard to know what it's not well suited for.
I don't really know how to answer this question because I've never interacted with support for Salesforce for Nonprofits. I would imagine it's probably pretty good based on my interactions with the rest of the product, but I can't say for sure.
Rusty Angell | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We moved to Salesforce for all of our data and marketing needs as our database was growing increasingly large and we needed a more comprehensive solution. Salesforce is such a robust CRM that it allows us to tailor the entire platform to our use-case. Also, with the power of being the largest CRM, we are able to handle the amount of data we need.
  • Reporting - the ability to create customized reports that allow us to connect with our members is one of the most valuable features!
  • Integrations - Salesforce allows us to integrate apps that are not only built specifically for Salesforce but also connect to other outside apps. This ensures that our data is always up-to-date no matter where it is displayed.
  • Customizations - endless custom fields for our data and the ability to create custom user-facing websites built on our information make for a seamless experience for everyone.
  • Because Salesforce is such a large and powerful system I don't think as much attention has been placed on the user interface experience. I often find myself trying to figure out how to do things simply because the system is so complex.
  • Dashboards are useful but, here again, the simplicity with which to visualize my data is lacking. A more simple data visualization building tool would be helpful.
Simply stated: Salesforce is scaleable. If you're looking for a solution that will grow with your nonprofit then Salesforce is the right one. As your database grows for donors and volunteers you need to be able to build on a structure that can support that growth. From native integrations to additional add-ons, Salesforce is your one-stop-shop for managing all your data so that you can effectively reach your audience.
Jillian Papa | TrustRadius Reviewer
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.
Kelsie Hamilton | TrustRadius Reviewer
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.
Geoffrey Seiler | TrustRadius Reviewer
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.