Large churches can reach people with accurate and useable data management!
April 11, 2019
Large churches can reach people with accurate and useable data management!
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Salesforce for Nonprofits
We moved to Salesforce for all of our data and marketing needs as our database was growing increasingly large and we needed a more comprehensive solution. Salesforce is such a robust CRM that it allows us to tailor the entire platform to our use-case. Also, with the power of being the largest CRM, we are able to handle the amount of data we need.
Pros
- Reporting - the ability to create customized reports that allow us to connect with our members is one of the most valuable features!
- Integrations - Salesforce allows us to integrate apps that are not only built specifically for Salesforce but also connect to other outside apps. This ensures that our data is always up-to-date no matter where it is displayed.
- Customizations - endless custom fields for our data and the ability to create custom user-facing websites built on our information make for a seamless experience for everyone.
Cons
- Because Salesforce is such a large and powerful system I don't think as much attention has been placed on the user interface experience. I often find myself trying to figure out how to do things simply because the system is so complex.
- Dashboards are useful but, here again, the simplicity with which to visualize my data is lacking. A more simple data visualization building tool would be helpful.
- We are able to connect with our people based on accurate and useable data in a timely fashion.
- We can see where people are along a journey - moving them towards taking the next steps to be connected to our organization.
Comments
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