Salesforce Transforms Small Non-Profit!
April 30, 2021

Salesforce Transforms Small Non-Profit!

Clay Coleman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Salesforce CMS

Salesforce CMS is utilized by Phi Delta Theta as our member portal for all employees, members, volunteers, and prospective members. Salesforce provides our organization real time data on all our member organizations, volunteers, and donors. The main business problem it solves is that all access points to information and engagement happen through our salesforce backed MyPhiDelt portal.
  • Extensive Report Queries that are intuitive to run
  • User friendly member portal interface
  • Utilization of Dashboards to help track membership and volunteer engagement metrics
  • Platform is so robust it can be overwhelming when starting a report from scratch
  • Key words in the Search column have to be fairly specific
  • Lot's of training is Salesforce Trailhead that it can be a bit daunting to decide what to learn about that is applicable to our organization
  • Helped maintain membership growth during an international pandemic
  • Helped visual data reporting to support decision making processes
  • Provided Communication methods to track engagement
Content Author / Administrator
  • COMPASS Quality Management System (QMS)
Salesforce has many more options, functionality, and can provide real time dashboard reports from the homepage. Provides a quicker search functionality and merges all information for other areas of the company into a concise summary. Report functionality is very intuitive and with basic understanding, users can build their own graphs and dashboards to help visual important data.

Do you think Salesforce CMS delivers good value for the price?

Yes

Are you happy with Salesforce CMS's feature set?

Yes

Did Salesforce CMS live up to sales and marketing promises?

Yes

Did implementation of Salesforce CMS go as expected?

Yes

Would you buy Salesforce CMS again?

Yes

Salesforce [CMS] is well suited for non-profit 501C 3 organizations that have a small staff, but large membership and volunteers. Specifically for Phi Delta Theta, we are an organization of 37 employees that serve over 14,000 current members and 185,000 living members. Less appropriate for individual member organizations with less than 100 members.

Salesforce CMS Feature Ratings

WYSIWYG editor
9
Code quality / cleanliness
8
Admin section
10
Page templates
9
Library of website themes
8
Mobile optimization / responsive design
10
Publishing workflow
10
Form generator
8
Content taxonomy
9
SEO support
8
Bulk management
10
Availability / breadth of extensions
10
Community / comment management
10
API
9
Internationalization / multi-language
9
Role-based user permissions
10