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.
- 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.
- 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.