Salesforce Transforms Small Non-Profit!
April 30, 2021
Salesforce Transforms Small Non-Profit!
Score 9 out of 10
Vetted Review
Verified User
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
- 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