Bonterra Salsa Engage vs. DonorSearch

Salsa Engage provides a robust interface to Salesforce--our primary CRM--allowing non-intervention synchronization to categorize supporters into groups for email communication. As we are only six months into our implementation, we have not found areas where it's not appropriate to use beyond nit-picky synchronization delays and smart group updates.

Incentivized

I would say DonorSearch is well suited as you set out to build donor profiles. I think there are excellent background information on spouses, addresses, real estate holdings, giving priorities, etc. I also like it for grant research - you can find funders who may be interested in your philanthropic priorities and occasionally what those timelines are. I would not suggest using this for absolute strangers to your organization - too much to work through.

• List of donors- organization.
• Can tag separate lists and send certain emails to certain groups.
• Reaching different types of people in various platforms.

Incentivized

• Broad inclusion of information
• Prior giving records
• Address information

• Some functionality is not obvious.

Incentivized

• Too many names included even when the correct address has been provided for the initial query
• Not providing total clarity about DonorSearch specific definitions
• Providing too much info from low-quality profiles

Easy to use interface, far superior to classic. You did this right.

Incentivized

Very clean interface and easy to navigate based on labeling. Also, the onboarding process is very easy to follow and understand! DonorSearch also does weekly webinars that help and are insightful when looking to learn new things about the system

Incentivized

Support response has been swift and knowledgable, though not always the answer I've wanted. One huge design flaw is if I add a new Salesforce field to sync, Salsa Engage will not sync it unless it has changed since the last sync, requiring me to fake an update for an entire database or re-sync the whole enchilada. Better to recognize it's a new Salesforce field and perform the sync en masse.

Incentivized

Salsa Engage is one of the easier products to set up and use, but with that comes limitations. If you want something simple, this works, but if you have more complex needs, then you'd be better off investing in another system that requires more set up work, but provides more customization and robust reporting opportunities.

Incentivized

DonorSearch was the first product we onboarded for our donor research and haven't left them because of the success we have had with them so far!

Incentivized

• Increased email engagement
• Decreased bounce rate
• Increased ticket sales

Incentivized

• There has not been a negative impact
• We have been able to get a jumpstart on many leads
• We are able to see whose giving aligns with our organization