Salesforce Sales Cloud Review
The free customer service isn’t so useful, but that is mitigated by the huge number of consultants, YouTube videos, and KB articles.


Valuable Features

  • Open API
  • Big ecosystem of applications, knowledge, and training
  • Flexibility

Improvements to My Organization

I’ve worked with about 30 nonprofit organizations implementing Salesforce. I’ve seen it answer questions that are key to an organization’s strategy, e.g. Does our program work? Which people does it work best for? Where is the revenue coming from? How many people are we serving today/this week/this month/this year?

In addition, it saves hours a day for staff members who track donations, volunteers, etc.

Room for Improvement

Reporting is still not as strong as it should be.

Use of Solution

I've used the Enterprise Edition for three years/

Deployment Issues

Salesforce is complicated, and there are plenty of things that can go wrong. With small to medium non-profits, the biggest issue is typically that staff don’t have time to spend using the new system, or that leaders aren’t asking questions of the system. When the system doesn’t get used, it definitely doesn’t work.

Stability Issues

No issues encountered.

Scalability Issues

No issues encountered.

Customer Service and Technical Support

Customer Service:

It really depends. The free customer service isn’t so useful, but that is mitigated by the huge number of consultants, YouTube videos, and KB articles. These resources are just a different level of magnitude than for any other similar product. If you pay for tech support and additional customer service, I believe that the experience is better, but I don’t have direct experience with that.

Technical Support:

The free tech support is really only useful for pretty basic stuff. They get the job done, but it isn’t any fun. It would be nice if they would consent to fix things via email instead of phone calls.

Previous Solutions

I’ve switched organizations from various home-grown solutions, eTapestry, Donor Perfect, Gift Works, and piles of spreadsheets. All those options have their advantages, but none are as flexible as Salesforce.

Initial Setup

I did set it up for an organization where I worked, and it was complex but now I’m very comfortable doing it, however, your average non profit staffer is not.

Implementation Team

I've been the vendor, except when I set it up for the organization where I worked.

ROI

The price point for non profits is very low, as the first 10 users are free and subsequent users are about $30 per user per month. There’s also the investment either in significant staff training or in a consultant, but for something as simple as a donor database, you’re probably looking at a one time cost of about $3000-$5000. Ongoing costs depend on the time and tech skills you have on staff. Organizations with one person who is interested and able to spend some time on it can need as little as 10 hours from a consultant per year, but those who need more assistance might need more like 48+ hours per year. Prices for consultants vary widely, as does quality. In terms of the return on that investment, a non profit that uses the system well should be able to raise more money with the data and time savings provided. Some organizations do this by better identifying and following up with donors, and some are able to demonstrate their effectiveness and better compete for grants.

Pricing, Setup Cost and Licensing

It depends entirely on how complex the use of the system is. A system that does day-to-day program management, volunteer management, donor management, and outcomes tracking can cost upwards of $40K. A basic donor database can be as little as $3000-$5000.

Other Solutions Considered

For different organizations, I’ve evaluated Sugar CRM, eTapestry, Gift Works, Donor Perfect, Wild Apricot and Neon. These products all have their advantages, but only Sugar CRM has the open API and flexibility of Salesforce. Unfortunately, Sugar’s ecosystem is tiny compared to Salesforce’s. It is much harder to find qualified consultant, online resources are paltry in comparison, and I’ve been told by web developers that Sugar is horrible to interface with.

Other Advice

Hire someone to help, even if you just hire them to spend a few hours pointing you in the right direction. Make sure you’re ready to use the product, Salesforce provides pretty good resources for evaluating this. However, the big thing you need are leaders who are asking the important questions and who will give staff time to devote to setting up and using the product. Without those two things, it doesn't matter who you hire or how much money you spend, you won’t be successful.

Disclosure: I am a real user, and this review is based on my own experience and opinions.

1 Comment

it_user128490Real UserTOP 20

Anna - Thanks for putting your thoughts in comprehensive manner. I would agree with most of your comments except that Suger CRM is hard to interface with. I have consulted and implemented Suger CRM for one of SME (small & medium size enterprise) and found it to be very user intuitive, quick to deploy, easy to interface. As you mentioned, Salesforce is very popular and have thousands of consultant where as we don't have that many consultants in Suger CRM. Note - I have extensive experience in Salesforce & Siebel however I have consulted on Suger CRM for 1 client.

30 April 15
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