How Salesforce Improved our Organization
November 27, 2018

How Salesforce Improved our Organization

Jeff Govert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce for Nonprofits

We are using Salesforce to manage our entire organization's flow from sales to project management to mass communications. It makes us more efficient and it is our institutional knowledge.
  • Visibility, we can see at what point any of our projects are at and we can see what was done and when leveraging chatter.
  • Ease of flow, our environment was created to streamline our work flow and it does it. Once one process is completed the system moves the project to the next group/phase.
  • Ease of use. the system is intuitive and we find that the learning curve for new employees is very straight forward. The system walks you through your processes.
  • We occasionally struggle with marketing cloud. It is a very robust tool and does not always seem to work well for our needs. We are working to improve it but it is proving to be a challenging tool.
  • Chatter has worked very well for our organization as it provides a history of all that has happened in the system. We attempted to consolidate all communications in one platform (chatter) but employees are not as comfortable using the solution for everyday communications as it part of our system of record. It does work for social communication but our staff is not comfortable using it.
  • Some of the integrations that we try and do are difficult and fragile at times. There has been improvement but integrations are always a concern.
  • We get amazing power and functionality for a very low cost due to the foundation pricing.
  • We have experienced efficiencies in having all our work in one place. We have not assigned an ROI to this but work flow and a calmer work force has occurred.
  • The organization has grown through this time and the system has kept up and always been capable of supporting us in out increased work flow.
  • Salesforce consulting time is expensive and if not controlled it can get out of had very quickly. Again you need a plan and you need to stick to it.
We reviewed all the mid-level options before we chose Salesforce. All the other options we looked at were eater very undefined and we woud be building from scratch or they were very defined and woud require our processes to change to match the system. Salesforce was the sweet spot that had existing functionality that helped us improve but had the ability to create objects the way we work.
It is great because you get all the power and functionality you can ever need and at an amazing price point. This can also be a problem as you can get overwhelmed with all the capabilities and get buried in the possibilities. You need a clear plan and clear requirements and stick to them. Once the system is up and running and your users are comfortable then you can look to improvements and changes but only once you have total buy-in.