Causeview vs. Salesforce Nonprofit Cloud

Causeview is a bloated, outdated, and expensive tool that is not well suited for any scenario. Salesforce.com offers many better nonprofit and donor management applications at a better price. Causeview's data model is rigid and does not match Salesforce's standard data model, which makes it difficult to add other apps and integrations to Salesforce. Causeview's donate pages are bland and not very customizable. Also, Causeview's servers are not reliable and will go down unexpectedly, which also causes donate pages to go down. Last year, this happened on Giving Tuesday, a very important day for nonprofit fundraising.

Incentivized

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

• Causeview's support team is mostly helpful and quick to respond.
• Causeview integrates event registrations within Salesforce.

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

• Event registration and donation pages could be better designed - not up to par with sites such as Eventbrite
• I would like to have the option for people to register with more than one e-mail address instead of creating a duplicate record each time someone uses a different e-mail.
• Some of my coworkers find Causeview confusing to use or difficult to find information.

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

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

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

Causeview's support is a lone bright spot. They are often quick to respond. They are generally helpful, although brief in their answers and explanations. I would appreciate more detailed answers to technical problems, but I do appreciate their support's problem solving ability

Incentivized

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 did not personally select Causeview for my organization, but I have found it easy to use in comparison with other similar systems. The fact that Causeview can be added to Salesforce, and hop on our existing database, is very important to us and is one of the main reasons we continue to use the service.

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

• Able to track donor behavior and relationships with different corporations
• Helped us to track our corporate fundraising strategy -- which companies are we cultivating, which have we had success with, etc.
• Overall Causeview is an effective way for us to keep track of all of our donor information.

Incentivized

• 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