Salsa CRM review - worked great for a non-profit!
July 20, 2018
Salsa CRM review - worked great for a non-profit!
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Salsa CRM
We use Salsa for organizing contacts and sending emails to potential donors to our non-profit organization. Salsa helped us organize our donors and keep track of their donation amounts, how often they donate, future donations, and monthly donations. It is an online service. The customer service was responsive and helpful. They also help guide you in setting up email campaigns and email series. There is quite a learning curve for using the software, and it takes several months to implement. It is somewhat user-friendly but requires some training. Salsa has several options to help customize needs to fit your particular company, and definitely allow for company growth. I would recommend Salsa, with the understanding that there is a learning curve.
- Managing donations - Salsa helps keep track of the donations coming in whether they are a one-time donation or a series of donations.
- Automatic email series (set it up once and it will run without you once you initiate the trigger point.)
- This software also allows you to set up roles within the company for controlling access to things like donations and data entry.
- When we started with Salsa, not every option was available online, some were desktop specific. As it has been some time since I worked with Salsa these have probably been resolved.
- The ability to communicate between Salsa CRM and other Salsa software options. Sometimes the crossover was not as efficient as was needed.
- Tagging and setting up rules for particular donors was somewhat confusing - meaning, therefore, that the amount of training needed to implement the software was somewhat intensive.
- This helped us to be better organized.
- The software helped us keep more detailed records.
- The ROI took some time to develop, but after full function, it was a great asset to our business.
We switched from DonorPerfect to Salsa CRM. Salsa CRM was much more dynamic and better suited for a non-profit. DonorPerfect seemed a little dated and needed a bit of an overhaul in order to meet our specific needs. In the end, when we couldn't get all the capabilities we were looking for unless we spent more money, we looked for another option that was more of a one-package includes all the services we needed.