A CRM that does what WE need it to do
March 29, 2021

A CRM that does what WE need it to do

Karen Mellendorf | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Salesforce for Nonprofits

The Forge Initiative, a nonprofit, uses Salesforce for Nonprofits (NPSP) as their CRM. We use NPSP to manage our annual family membership which includes grouping students and parents together in accounts. We also manage donations & grants, program participation and volunteers. Campaigns for events as well as donation requests are managed through Salesforce.
  • NPSP is designed to help with donor management.
  • There are free add-ons for volunteer management.
  • There is a new Program Management Module to better manage program participation and attendance.
  • Campaigns help organize and report on marketing efforts though we use a third-party solution to send out marketing materials.
  • Understanding what can be done with the software can be overwhelming.
  • The beauty of Salesforce is its customizability, but it's also the biggest thing to get in the way of using it successfully.
  • Cost-effective ways of getting started, you really need to find someone willing to take ownership of learning how it works and to oversee the user adoption.
  • Salesforce for nonprofits is our source of truth for donor and member data.
  • It's made a world of difference to know we only have to look in one place for an address or donation history.
  • We have yet to connect Salesforce with our financial software (QBO) given the cost of the third-party connectors though I am investing a fewer lower cost options I have just found.
We used Zoho as a database before we knew we needed a CRM. We even thought of creating our own database. We then tried Neon for a couple of years and then eTapestry. We found a few features missing with each of the packages when trying to manage our complicated family membership model. Salesforce allowed us to customize what we needed to make it work for our model.

Do you think Salesforce Nonprofit Cloud delivers good value for the price?

Yes

Are you happy with Salesforce Nonprofit Cloud's feature set?

Yes

Did Salesforce Nonprofit Cloud live up to sales and marketing promises?

Yes

Did implementation of Salesforce Nonprofit Cloud go as expected?

Yes

Would you buy Salesforce Nonprofit Cloud again?

Yes

We used several other nonprofit CRM packages before going to Salesforce. We weren't ready before then. It helps to have an understanding of databases and what it is you want to record and report on. Having data just to have data doesn't do anybody any good. Using other software, I knew what functionalities were missing for what we needed and we were able to customize Salesforce to get where we needed to go.

We used the volunteer management software for a couple of projects a few years ago but found it a bit clunky. It's been a couple of years so we will probably try it again to see if the user interface feels like a better fit for us.