Bonterra EveryAction enables nonprofits to increase efficiency, optimize supporter and prospect interactions, and raise more money by providing expansive fundraising, digital, and organizing tools on a unified CRM.
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Salesforce Sales Cloud
Score 8.7 out of 10
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Salesforce Sales Cloud is a platform for sales with a community of Sellers, Sales Leaders, and Sales Operations, who use the solution to grow sales and increase productivity. The AI CRM for Sales features data built right in, so that companies can sell faster, sell smarter and sell efficiently. Salesforce Sales Cloud is used for, and supports: Buyer Engagement Sales Engagement Enablement Sales AI Sales Analytics Team…
In addition to the products listed above, I have also used many proprietary tools developed by the organization. I find Bonterra Development + Digital to be easy to setup and use, especially for smaller organizations with limited staff and resources. Many nonprofits are unable …
Our organization uses both Salesforce and EveryAction and the two programs work well together. Salesforce is our main database for maintaining donor and constituent information but does not allow us the ability to send mass emails, messages, and appeals. EveryAction is also …
By far the best user interface and documentation, wide feature set, and ability to integrate outside of walled gardens. EveryAction is the most usable out-of-the-box tool and extends well into other platforms.
Because EveryAction was developed by a team with plenty of experience in both non-profit and political work, it was far more tailored to our needs than either Salesforce (which caters more to for-profit businesses than non-profits focused on advocacy) or NationBuilder (which …
EveryAction has robust features for non-profit organizations which other CRMs don't have. Especially fundraising, grants, activist codes, etc. these are some out-of-the-box solutions that we can start using immediately, no customization required. Whereas with other platforms we …
EveryAction had much better backend user interface and data management features compared to Blackbaud, and is easier to use, quicker to migrate, and cheaper than Salesforce. EveryAction lacks Salesforce's robust online community of users/online documentation. It's not as well …
There's no comparison. Other CRMs are CRMs first and tools second. EveryAction flips that without sacrificing the strength of the CRM portion of the product. For any non-profit that does education and advocacy work, there is just not comparison. No other software is set up …
We looked at Blackbaud and Salesforce for our recent migration of our donation database of record and found that both of those tools required third party consultants or vendors in order to achieve what we wanted. EveryAction is self-contained which means that we didn't have to …
I didn't select EveryAction. I don't know that EveryAction works significantly better than Salesforce does but it does seem simpler to navigate. But I do think Salesforce's report function works better.
EveryAction and Salesforce share some features and functionality. While Salesforce is much more customizable, EveryAction's advocacy tools are something that Salesforce does not seem to easily have. EveryAction seemed to have more of what we needed all in one platform.
I have been a Raiser's Edge user for over 20 years. It was tough to convert to new platforms but when you work at smaller shops, there are budget limitations that make it cost prohibitive to use. I then spent at year completing a conversion to Salesforce, which was an awful …
EveryAction combines all of these tools into one platform. There is no need to import contacts from Mailchimp, as our sign-up forms integrate directly into our website. Event management is also integrated so we have no use for a separate tool. Compared to Network for Good, …
EveryAction is the best of those I've worked with in terms of integration. It just works. It takes a little configuration to convert your files, but in the end, it is worth it. Nonprofits can go with cheaper solutions, like Salesforce, but unless you have coding knowledge, …
Bonterra EveryAction is a good CRM to use if your company has institutional fundraisers, grants, and individual fundraising, as it is suited to manage the processes that go along with all of those. I've heard that SalesForce has more functionality than Bonterra EveryAction, but I think that Bonterra EveryAction has plenty to learn and is extremely useful.
It would be very well suited if you have someone with experience with Salesforce as your administrator and someone who can help you set everything up. However, sometimes the integrations and setup can be overly cumbersome. Otherwise, it is functional once you have everything set up and can help with everything outbound (sales and marketing are very well-built).
One stop shop for creating newsletters, sending them out to mailing lists, and tracking analytics (including donations).
Grants management (we are able to track funds received, reports due, and all points of contact associated with a given donor organization).
Contact records (the new contact record feature makes it easy to find past donation history, demographic information, survey responses, communication preferences, etc. for a given contact. We are also able to import information from our donor prospect software into the contact record so everything is in one place).
Logging notes: SF makes it easy to log notes in the timeline or static notes that live in an easy-to-see spot for longevity.
Logging activities: It's easy to post a call, text, email, etc.
API data: Once connected, SF is critical to automation, such as website activity, login activity, pages visited, etc., which saves the Customer Success side time in understanding account activity.
Custom fields: you can add custom fields to really personalize your experience. We use quite a few and it's brilliant.
I have hard-coded the auto-update of the phone number format and state format from some codes shared by the community, but I do not know where to do it. I cannot reset it either.
It is unclear what functionalities each version has. We use the enterprise version, and it seems we can only have one design of the pipeline. But different business segments would have very different sales cycles, and hence, pipeline tracking would be different. It would be nice to have this available in our version.
It seems I cannot create a report to pull notes logged at the account levels.
We will never us EA, nor recommend them to another org, simply based on their failed promises to deliver training, on-boarding and then charging our account during our free 3 month period, then after cancelling the contract their legal department tried to force us to sign a cancellation agreement that barred us from writing reviews, making comments, etc!
There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.
It's just so easy--there isn't a lot of techy lingo or graphics, so a regular person can log in and have a sense of what does what. There might be a few terms you need to learn, but everything is in common English so you can almost always find what you're looking for.
Salesforce has been designed on the basis of "Clicks, not code". So anyone willing to learn the Salesforce user interface (which is quite good as far as management software platforms go) is able to become a Salesforce user or even a Salesforce administrator. You don't have to know coding language to work in the Salesforce environment. Also, Salesforce has one of the best software training resources (Trailhead) that I have ever encountered. It is free to all, easy to use, and most importantly it is interactive. No scrolling through endless text in a user manual. There are hands-on modules and related videos interlaced and through it all you earn points and badges to display your level of learning.
The only issue I have had with availability is when I don't have my work phone with me, which prevents me from providing a multi-factor authentication code to access the portal. Other than that, I have not had an issue with availability or outages.
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day." Points per Salesforce - 1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs. 2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers. 3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years. 4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed. 5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale. 6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com. 7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements. 8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training. 9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
I feel like product support and training should go hand in hand. Having to pay $5k to learn how to use a database is absolutely ridiculous and should be offered with the cost of your database, as it is with every other database I've ever used in the last 10 years of my career. With that being said, once I took the training, I found that the support was much more available. Having training and support behind a paywall is bad business in my opinion
The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.
I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.
I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
They went through all the features and explained in easy-to-digest details what features the system had. They were also responsive to questions we had. We were able to check in with the support team after training and received prompt followups that helped supplement the training after we had real-world experience using the system.
I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.
We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
It natively integrated with NGP Van extremely well. it also integrated very well with our zoom platform and our use of the Mobilize platform. The bulk upload feature allowed us to move large amounts of initial data into the platform easily. The removal of duplicates was also a fairly easy task.
Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
Nation Builder—I would say this is a very pared-down version of VAN that requires extensions and outside software to do about 80% of what VAN can do natively. NB does have a better geocoding system that can geocode a location with just the address and does not require coordinates.
At our company, we use Salesforce and HubSpot. I personally like both for different reasons. Salesforce makes it easy to generate reports, keep track of dealer and customer information, tie customers to dealers, and is easy to use. However, I like HubSpot for the marketing features. I think HubSpot has easier-to-use workflows and email creations.
Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.
Salesforce Sales Cloud is highly scalable and designed to accommodate the needs of businesses of all sizes, from small startups to large enterprises. It offers flexible subscription models and can easily scale up or down based on the organization's requirements. Whether a company is expanding its sales team, increasing its customer base, or adding new features and functionalities, Sales Cloud can adapt to support growth without sacrificing performance or reliability. Additionally, Salesforce's cloud-based architecture ensures that users have access to resources and capabilities as needed, making it a highly scalable solution for organizations looking to automate customer relationship management at scale.
Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
Communicating with your audiences at a regular pace is a good thing, and Bonterra Development + Digital makes that easy enough to do. We see lower-than-normal open rates for our industry (per one study I read), but our overall reach is better than had we nothing. It's hard to give the credit for that to Bonterra Development + Digital.
All tools we've implemented with Salesforce had a pretty quick positive ROI with the exception of CPQ & Billing. That was a very large project that I would only suggest for businesses with many SKUs that tend to be packaged together.
