Salesforce for Nonprofits: Make Data-Driven Decisions
July 20, 2020

Salesforce for Nonprofits: Make Data-Driven Decisions

Matthew Deakyne | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce for Nonprofits

Salesforce for Nonprofits is being used to record all sales-related data, including products, opportunities, contracts, accounts, and contacts. It records all data related to sales, and helps in projections as well as historical record keeping. The visualization possibilities of the tool are not currently being used to their full effect, but this is something we'd like to do in the future.
  • Data collection. Salesforce makes it easy to create repeatable workflows so that your data is consistent.
  • Data reporting. Salesforce has best-in-class tools to report on the state of sales and to ensure that you are making progress on whatever metrics matter.
  • Collaboration. Salesforce is built around enabling everyone to engage clients and have seamless handoffs.
  • Complexity. For smaller shops, Salesforce is overkill. It takes a while to set up and usually involves consulting.
  • Expensive. If you aren't able to take advantage of the features, due to lack of experience, Salesforce is not worth the cost.
  • Confusion. Salesforce for non-profits comes with a 'starter pack' that is built around donations, rather than sales. It was difficult to remove this default setup to meet the needs of our non-profit.
  • Salesforce has made it easier for salespeople to communicate with graphic designers.
  • Salesforce has made communication between salespeople much better.
  • Salesforce has made executives more aware of work in progress.
  • Salesforce has helped executives identify repeat customers.
Salesforce is the best option for managing sales. Other software, such as Google sheets, has been used in the past to just create a simple sharable spreadsheet - but the data entered was inconsistent and it was difficult to track work in progress. Using Salesforce in this setting helps students gain experience with the product and prepares them for the real world.
Salesforce has a lot of options for support, including self-service training to go out and learn on your own. Additionally, there's an excellent community around the product to try and help out. There is a lot Salesforce can do, so having these resources is absolutely necessary when you are trying to even figure out language around your problem. There are also many consulting firms that specialize in Salesforce.

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Did Nonprofit Cloud live up to sales and marketing promises?


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Salesforce for Nonprofits is well suited to medium-sized teams that have strong technical expertise and who already have clear processes in place to make sales. It's less appropriate for small teams that don't need to manage data handoffs very frequently - or who don't have the technical ability to customize and manage the product. If money isn't an issue, then numerous consulting firms can assist in getting started with salesforce - the largest technical hurdle.