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Salesforce is a FORCE for our SALES!
Updated September 22, 2020

Salesforce is a FORCE for our SALES!

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Lightning

Overall Satisfaction with Salesforce Lightning

We currently use Salesforce as our donor management software, and we use it to track not only donations but event attendance and updated contacted information for our alumni community. Every person at our organization has access to Salesforce as our main database for tracking information about our participants and alumni. Salesforce allows us to look up all of the information we would need on a member of our community.
  • Lots of options and flexibility for customization to suit your organization's individual needs. This is great because the system can work for both large or small organizations with a variety of goals and methods of tracking data.
  • The system is well organized and easy to use if you are willing to dedicate the time to understand it and learn how it works, it makes intuitive sense. This is helpful and a strength when training new staff members on Salesforce.
  • Good customer service + ticketing assistance. The system is great because whenever I have encountered issues - mostly having to do with questions about how to use the software itself - I have received help in a timely fashion and it has always been helpful.
  • Salesforce could use some room to improve its reporting system. I find this system is difficult to use and confusing, as some reports that seem to have the same criteria yield different results once the report is run. This is also a part of the system that most staff I train Salesforce to find very confusing and hard to use.
  • Could be overhauled. Salesforce looks okay to use, but I feel that it doesn't have an up-to-date design, at least in the version that we use at our organization. With so many other products constantly updating their tool, it makes Salesforce feel slightly outdated.
  • Can be hard to use or intimidating for a newcomer - I get this feedback a lot from staff I train in Salesforce. They have an extensive FAQ/how to use section on their website, but some of the functionality is genuinely non-intuitive and even though I have been using the system for two years, I still run into questions where I have no idea how to customize something or add new information to the database.
  • I would say that Salesforce has had a positive ROI for us as it enables us to have better relationships with our donors and increase individual contributions by about 15%.
  • It also improves communication and the dissemination of information between staff members, as all of the information about our donors/clients is in the same place that all staff has access to.
  • Salesforce has also helped us create a corporate revenue strategy by tracking our relationships and contacts with different corporate partners and sponsors, enabling us to gain 22 sponsorships over the past 3 years.
Salesforce tends to be more universally used and has applications outside of the nonprofit sphere. Although I personally have not used Raisers Edge to the extent that I have used Salesforce, I will say that I find Salesforce slightly easier to navigate and more customizable as well. In general, the fact that more organizations use Salesforce was a component of our decision to use them.
I think Salesforce is very appropriate for tracking your customers or contacts, or in our case donors. I do not have personal experience using any of Salesforce's competitors, as every organization I have ever worked at uses Salesforce. This speaks to the universality of the system, and one of the benefits of Salesforce is how widely it is used and you are not learning some niche system that is only incorporated at one or two organizations. I would say that any company that has customers, or donors, or a group of people that they interact regularly with and needs to track information about, would benefit from using Salesforce to track these people and metrics. The customization of Salesforce lends itself easily to a variety of uses. I would say that Salesforce might not be necessary for a smaller organization where you don't need to track much information about the people you work with.