Salesforce
Overview
●Excellent CRM alternative to organize and access data for nonprofit organization (Has non-profit pricing 10 users soft cap however))
●Excellent for connecting with customers by organizing them or their needs as objects
●Salesforce Lightning is available for $30/month
●Better for organizations with large volume of data
●Easily managed and is an industry-standard
Technical
Pros
● Intuitive design that is good for nontechnical clients
● Easy to configure and customize data architecture
● No code is used as this is a customizable package solution
● Can be used in tandem with other software (Can integrate with other apps using Zapier (an If This Then That tool) to enable automation of certain processes )
● Provides Developer Sandbox to test changes before deploying to a Production Sandbox
● Workflow rules can be used to set up automations
● Object created are silos of data that can be used for reports and analysis
Cons
● Can easily be mishandled and become messy
● Extensive customization capabilities can lead to over-developing/over-customizing
● Can be difficult to find live support
● Workflow rules are complicated and has a steep learning curve
● Cannot integrated directly with outlook
● Does not have a calendar feature
Practical Use
Pros
● Large source of forums and tutorial videos to learn (a ton of documentation for developers and users can be found)
● Has the ability to track data and generate/export reports for the organization
● Can be used across platforms and any number of users
● Great customer support system
● Can pull in data from Excel and other tools
Cons
● Lots of tools that can become confusing
● Elaborate business processes may require additional costs
● Too many options can be confusing for beginners
● Can be difficult to develop functionality with extensive customization options
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