DonorPerfect vs. Salesforce Nonprofit Cloud

I love that I can integrate with Donor Search to learn about a person's past giving history to learn more about their interests. DonorPerfect also lets us upload a photo of our donors so we can easily identify them when they visit us or Attend a function. I wish the photo upload offered a larger image and multiple images, some donors send me pics of their visits and pets and it would be great to also store those right in their DP account.

If you only want to track donations, I'd go with something simpler. If you want to track donations and programs and connections between them, there may be nothing better. If you have no technical abilities and no budget, restricted yourself solely to what it does as described exactly in the manual. If you can't devote about 0.25FTE to the constant maintenance and upgrades, don't go with it.

Incentivized

• Reports are clean and fairly simple to pull, as long as you're trained in how to use the filters. Especially coming from experience using a database where we had to write codes to pull reports, Donor perfect's report system is incredibly simple.
• DonorPerfect is SO user-friendly and simple to find the information you need. I believe anyone can easily learn how to use it.
• It's so simple to customize your DonorPerfect system. Screen Designer is one of my favorite parts. I have no background in databases, but I can create fields, calculations, set alerts for our philanthropy officers when certain gifts come in, and customize how the screens look. You can make so many adjustments in your DonorPerfect system to meet the needs of your organization.
• The staff listen to your needs! The community allows you to make a suggestion for how DonorPerfect can be improved. If your idea gets enough votes, they make it happen. The support team is also probably the best I've ever seen. Each person is so knowledgeable, personable, and helpful.

Incentivized

• 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.

Incentivized

• DonorPerfect lacks good reporting functionality. Our staff often have to export data to CSV or use other reporting tools so we end up with a lot of data outside
• DonorPerfect doesn't really do a good job of tracking the full donor relationship. It needs to have better CRM functionality. Our donor relations staff often resort to third party tools to track these things.
• DonorPerfect has an API for integrations but it is very poorly implemented and slow.
• We have a lot of security concerns about DonorPerfect. These stem from our experiences using their API and observing how it is implemented, but also through our conversations directly with the company. They refused to provide security compliance details during a routine vendor risk audit from a reputable security audit vendor that we engaged to evaluate all of our vendors.

Incentivized

• Learning curve - very powerful, but takes time to learn
• Batch processing - takes time and advanced skills to reach efficiency for data entry and certain operations which you want to do in batch
• Mass email is extremely limited - must choose a third party tool which adds complexity and cost to the system

Incentivized

It is by far the most cost-effective

Incentivized

There is really no other tool to compare and especially since Salesforce for Nonprofits is free!!

Incentivized

The software is very easy to use and to figure out. Someone using it for the first time would be able to navigate through it easily.

Incentivized

I think Salesforce has so much functionality that it makes it difficult in terms of overall usability. Once you can figure it out, it's a 10/10, it's just getting there. If you're willing to do the work to figure it out then you're golden. For what it's worth, I don't know if you're going to find something with this level of functionality that's easier to figure out

Incentivized

It's always up when we need it. There are some errors that happen and are not reproducible and cannot be resolved. But [they are] very few and none that cause disruption for the organization.

Incentivized

DonorPerfect is as reliable as your internet connection. It is a cloud based application and therefore you cannot pinpoint where the bottleneck is should you have one. But for the most part the app runs quickly.

Incentivized

Support is so easy. We use chat most often - as we can get someone quickly. The support folks know the product and get answers quickly. If they need to escalate an issue, they do so quickly. The training is great and easily accessible. You can take classes over and over until you completely understand concepts

I would say the support for Salesforce for Nonprofits is overall pretty great, as they offer many avenues to find the information you need and offer nonprofits the ability to work with Salesforce-trained volunteers or professional for free, which is useful especially during the customization process. I will say that I have often encountered situations where I needed to figure out certain information that I could not find even amongst the vast network of knowledge they provide.

Incentivized

I was able to utilize the support team to train me in areas where I could not figure out how to use the application.

Incentivized

didn't get all of our questions answered in the first go 'round

Incentivized

DonorPerfect provides an extremely easy to use importing tool and the support team was awesome. You don't have to do it in house; for a reasonable fee you can get it done by them.

Incentivized

Although DonorSnap was less expensive, it did not provide the same ease of use. I purchased DonorSnap because of the price and very quickly realized I made a mistake. We used it less than 6 months before I converted to DonorPerfect. Not all donor management systems are the same... you get what you pay for!

Incentivized

As a cloud native organization with no previous Microsoft infrastructure, Salesforce was a more logical and effective option for us. The suite of products was also far more comprehensive and required less customization. We were able to adopt a "configure not code" approach to our development of systems to support our mission that lowered the cost of upgrades.

Incentivized

[There have been] only two outages since we have started using it and they were extremely information proactive. This should scale easily based on your internet connection.

Incentivized

• I can't imagine doing my job on a daily basis without DonorPerfect, so the ROI is tremendous for me and my organization. Not only does it store our records and data succinctly, it is a one-stop shop for staying organized and on-task with the personal Dashboard feature, recording data (no matter how obscure), and generating reports.
• DonorPerfect is a huge time-saver for me, as it allows me to schedule tasks for myself and set specific reminders related to donors that populate on my daily Dashboard. I don't have to leave DonorPerfect, open up a calendar program, and duplicate my entry of data or tasks or reminders. I can do it all within each donor's record without leaving DonorPerfect or having to navigate elsewhere on my PC.

• 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.

Incentivized