DonorSearch vs. Salesforce Nonprofit Cloud

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.

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

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

• 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

• 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

• 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

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

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

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

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

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 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

• 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