Salsa CRM is a Useful Tool
July 23, 2018
Salsa CRM is a Useful Tool
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Salsa CRM
Salsa CRM is being used by the Foundation, our fundraising subsidiary. We use the events module for a variety of special events hosted through the Foundation. Our Agency supports people with intellectual disabilities and behavioral health challenges through five individual subsidiary organizations with most of our services being provided in Allegheny County, Pennsylvania.
- The software is easy to use
- The dashboards are a great way to compare results on an annual basis
- The online browser is handy when working from home or out of the office
- Reports can be a bit cumbersome
- We haven't mastered the art of exporting files and tagging records
- Upon using Salsa, our financial records are much easier to review and compare over time
- Salsa allows Foundation staff to quickly look up donor records and identify what steps need to be taken to cultivate and steward them better
I have reviewed Salsa Engage and perhaps after our transition has taken place it might be a viable option versus using Constant Contact for internal and external correspondence.