Salesforce for Nonprofits: Make Data-Driven Decisions
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.
Pros
- 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.
Cons
- 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.
Do you think Salesforce.org Nonprofit Cloud delivers good value for the price?
Yes
Are you happy with Salesforce.org Nonprofit Cloud's feature set?
Yes
Did Salesforce.org Nonprofit Cloud live up to sales and marketing promises?
Yes
Did implementation of Salesforce.org Nonprofit Cloud go as expected?
No
Would you buy Salesforce.org Nonprofit Cloud again?
Yes
Comments
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