Comprehensive Review of Salsa CRM: A Robust Solution for Large Organizations
Blake, an Operations Manager, reviews Salsa CRM, highlighting its robust features, integration with Engage, and suitability for larger organizations.
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Salsa CRM Review Newbie and committed
Added on 09/07/2024
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Speaker 1: Hey everybody, my name is Blake. I'm an Operations and Programs Manager, and today I'm going to be looking at Salsa CRM, which I give four out of five stars. For more reviews just like this, you can click below. So prior to upgrading to Salsa CRM, my organization was using a program called DonorPerfect. DonorPerfect felt really outdated, not just in capabilities, but also just with the UX design. It felt pretty ancient, and it was confusing and often buggy, and so we decided that it was a really, really good opportunity for us to move to a more robust CRM. We did quite a bit of amount of research for the CRM hunt, and we narrowed it down to two, and what stuck out about Salsa was the peer-to-peer platform. They are integrated to a different Salsa software called Engage, which is more of a marketing-driven platform, and together the two seem to be a really fierce force that could do everything that we needed from logging constituents, keeping updated on donor retention, making sure that we were checking in with our higher-end donors, and getting reminders to do those kinds of things, as well as really simple things like preparing acknowledgements when somebody makes a donation. The other piece of it that really made sense was the different financial buckets that they have set up. The way that it's set up is via a fund, campaign, and an appeal, and it just breaks down those financials really easily for you so that you can be economically informed about income that's coming in and out of your organization over the course of the tax year. So the onboarding process is pretty hefty, I have to say, especially when you're doing a complete transfer from one CRM to the other, which I guess they call a migration, and that migration for us lasted about a month. There's just a lot of data to migrate, and it's tricky because it involves a third party who comes in and helps you out. It was definitely a difficult process, but once that piece of it was over, getting up into Salsa also took a considerable amount of time, but their training manuals and the way that they've broken up training is pretty comprehensive. I have to say I rely on those manuals still, almost three years later, and that's just because there's a lot to learn with the platform, and it's one of those things that I think with any CRM you're going to be learning on a rolling basis. I would definitely take a look at the size of your organization and make a decision based on that, because Salsa's infrastructure is built for a much larger organization. That was not something that we considered when we were first upgrading to the platform. I wish in hindsight that we had looked at the migration through that lens, so if you're somebody who is a smaller organization, I might keep looking for different CRM softwares. The other thing to keep in mind is Salsa, like any other CRM, can be very buggy just because there's a lot to it. I always make the joke that's like maybe one day in the next thousand years they will invent a CRM that doesn't bug out, but that doesn't seem to be the case, so just prepare yourself to be contacting support every once in a while with strange technical issues that seem to be something that every CRM I've ever dealt with over the course of my 15 years in the non-profit world has, unfortunately. Thank you.

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