A pretty happy non-profit user
November 08, 2019
A pretty happy non-profit user
Score 9 out of 10
Overall Satisfaction with Salesforce for Nonprofits
We use Salesforce as a database to keep track of donors and participants in all of our events. For us, this makes sure that our information is centralized and easy to update. We often use this to create mailing lists for support letters and promotional pieces. Lastly, we record donations and other payments so that it is easily trackable for our accountant. Salesforce is very important to our organization, the first place we look for information and the easiest way to keep track of the many moving pieces.
- Lots of connection points. I can associate a contact with an organization, an event and a donation, easily bouncing between them and pulling reports accordingly. Love this!
- This system has many more features than we will ever actually use but I love that because when we have a new idea or want to try something out we don't have to switch systems, we just have to dig a little deeper into salesforce and they probably have a solution waiting for us already.
- Salesforce is great at training! I love their trailhead and have used it a lot, especially when I was just getting to know the system. It is easy, fun, informative, and always there to teach me something new. I can also go at my own pace instead of many people's models of training through webinars that are almost always at inconvenient times.
- Sometimes having so many options and features can be overwhelming for an organization as small as we are. There are days when I wish I could hide pieces or shut them off entirely so that they don't clutter our account.
- Sometimes the Sales language doesn't translate very well to our non-profit world. While you could argue that we are doing a form of sales we really don't use typical sales verbiage or methods.
- It helps us not lose track of anyone which is a huge plus. I don't have real numbers but I do know that our data on people after we got this system is way better than our data on people pre-Salesforce.
I have never had bad conversations with any support people with Salesforce but we also have not used them very much. I put it a little less because we are struggling to switch to lightning (some of our custom features do not migrate well) and it feels like the help and support for a little organization is not incredibly helpful unless we want to spend a lot of money.
Do you think Salesforce for Nonprofits delivers good value for the price?
Are you happy with Salesforce for Nonprofits's feature set?
Did Salesforce for Nonprofits live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Salesforce for Nonprofits go as expected?
I wasn't involved with the implementation phase
Would you buy Salesforce for Nonprofits again?
I think Salesforce is great any time you want to keep track of a large number of people and how they connect to your organization. This may not be great if you always work with the same 100 people and they are easy to keep a handle on or if you just don't have time to learn a fairly complex database. In that case, you may find a simpler system more worthwhile.