SlideShare ist ein Scribd-Unternehmen logo
1 von 8
Downloaden Sie, um offline zu lesen
Salesforce for Nonprofits VS. Sumac CRM
Salesforce has a fantastic program for nonprofits that includes 10 free licenses. It also
offers robust functionality and a wide selection of apps that integrate with the CRM.
Many nonprofits, however, greatly underestimate the amount of time, money, and effort
involved in the setup, training, and customization required to get Salesforce working
for their nonprofit.
If you’re a larger organization with the time and resources to invest in getting it up and
running, Salesforce might be a perfect fit, but for smaller organizations that don’t have the
same time and resources to dedicate, there’s an alternative: Sumac CRM.
Here’s a comparison of the two based on cost, configuration, reporting, and website
compatibility, so you have all the information you need to make the right choice for your
nonprofit:
1. Cost
Salesforce for Nonprofits
Salesforce is very appealing to nonprofits because they have a great program that offers 10
free licenses (user logins) to eligible nonprofits.
The problem is, nonprofits assume free licenses = free, and that’s not at all the case. As the
saying goes, Salesforce is “free like puppies.”
What this means is that while it may appear free upfront, there are many costs associated
with it.
For starters, your nonprofit will need to hire a consultant or dedicated Salesforce
administrator to set up the CRM. Salesforce consulting firms charge anywhere
from $30,000 – $40,000 for smaller projects, $40,000 – $80,000 for mid-range
projects, and $100k + for complex, large-scale implementations.
On top of this, you have to consider the costs for:
• Ongoing administrator training
• Apps to get standard functionality like payment processing, gift receipts, donation
forms, and Quickbook integration working
• Ongoing support, development, and customization
Sumac CRM
With Sumac CRM, there are no setup, customization, or support costs. You can purchase the
Basic CRM with all these support services included for one monthly fee, ranging from $35-
$250/month.
The Basic CRM comes with all the standard functionality you need built in,
including contact management, donations, event management, QuickBooks
integration, and receipting.
And if you have unique programs and data, Sumac also offers a wide range of Add-
ons ranging from $60-$120/month, including a Custom Add-on that we will configure to
meet your exact needs at no additional cost.
All updates are installed automatically, and are always free for all users. Training, and
unlimited live phone support are also free for all users.
2. Setup & Configuration
Salesforce for Nonprofits
When it comes to setup and configuration, an important distinction to make is
that Salesforce was built specifically for sales, not nonprofits or fundraising. What this
means is that it will require a lot of customization to get it up and running for your
nonprofit.
The good news is, any amount of configuration, and integration is possible. In fact, one of
the attractive things about Salesforce is the AppsExchange that allows for almost any
conceivable software integration.
Salesforce for nonprofits is not, by any stretch of the imagination, an out-of-the-box
solution that you can start using right away, but if you’ve got the time, expertise, and
money to spend, you really can make it do just about anything.
You just need to be aware of what you’re getting into; you are essentially building and
customizing your own CRM.
Even with Salesforce’s Nonprofit Success Pack (NPSP), which is the most widely adopted
by nonprofits, there is a 57 page report to explain how to make it work for nonprofits.
Sumac CRM
Sumac, on the other hand, was designed specifically for nonprofits, and is an out-of-the-
box solution that you can start using right away.
It comes with the basic integrations built-in: Quickbooks, MailChimp, and our
own Donation Pages. Besides the basic nonprofit functionality like: contact management,
donations, events, campaigns, and receipting, Sumac also offers 10 Add-on options,
including Case Management, Memberships, and Course Registration.
Every single part of Sumac already works together seamlessly without costly consultants
and integration work.
For nonprofits with specialized needs, setup and configuration is still much faster and
streamlined than with Salesforce. Sumac offers a lot of configuration options, and Sumac’s
Gurus will configure your CRM for you during the Data Migration process, if you opt for
that service.
And if you have unique programs and data that fall outside of the standard Add-on options
and configurations, Sumac CRM offers a Custom Add-on that can do just about anything!
Here are just a few examples of Custom Add-ons we have configured for nonprofits with
unique needs:
• Track food recipients for a food bank
• Track interventions for a family counselling organization
• Track clinical records for a hospice
• Track bookings for facilities
3. Reports
Salesforce for Nonprofits
Salesforce offers powerful reporting tools. However, like almost everything in Salesforce,
it’s going to take some effort to get them working for standard nonprofits needs.
If you do opt for the Nonprofit Success Pack (NPSP), there are some very nice reporting
options for nonprofits.
There are consulting websites featuring training sessions on how to find, format, and
customize these NPSP reports.
Sumac CRM
Because Sumac was built specifically for nonprofits, there are hundreds of standard
nonprofit reports built right in.
Sumac has also just released Insights Dashboards, a powerful analytics tool that lets you
create customizable dashboards, and striking, interactive visualizations of your data in
seconds.
Insights comes free with every installation of Sumac CRM, and the reporting is designed
specifically for nonprofits.
4. Donation Pages & Website Compatibility
Salesforce for Nonprofits
A great CRM solution shouldn’t just offer internal tools, but integration with donor-facing
forms, and donation pages that live on your website.
When it comes to these webforms, Salesforce does have a lot of integration options.
Soapbox Engage, for example, offers a donation app that integrates with
Salesforce. According to their website “Using the Soapbox Engage platform, you can
quickly and easily create a customized donation page for your organization, increasing
your online conversion rates through some of the best practices we’ve built into our
Donations app.”
The app costs:
• $49/month +
• $500 platform activation +
• $1,000 customization to match the look of your website +
• 1.9% on top of standard credit card processing fees
If you want any other webpages, like signup forms, it will cost another $49/month.
Sumac CRM
With Sumac, you don’t have to worry about finding a donation page that integrates. All
our Webpages work seamlessly with the Sumac CRM, and are available in one package
for $85/month.
We take care of the customization, so the pages have your logo, colours, and match the look
and feel of your website, and there are no set-up or customization fees.
We also don’t take any processing fees on top of the standard credit card processing fees.
It’s our way of giving back to charities, and maximizing the funds that go to their causes.
When someone comes to your website to make a donation or fill out a form, all the
information is automatically captured in your database without you doing a thing.
You can also set up receipts to send out automatically to donors from your database when
someone makes a donation.
Conclusion
If you’re a smaller nonprofit, without the time and resources to invest in building, and
customizing a CRM solution, before you get persuaded by the 10 free licenses, and jump on
board with Salesforce for Nonprofits, consider Sumac CRM. It might just be the better
option for you!

Weitere ähnliche Inhalte

Was ist angesagt?

Empower Inside Sales With High Velocity Sales (Salesforce + AI)
Empower Inside Sales With High Velocity Sales (Salesforce + AI)Empower Inside Sales With High Velocity Sales (Salesforce + AI)
Empower Inside Sales With High Velocity Sales (Salesforce + AI)Harshala Shewale ☁
 
Salesforce marketing cloud top 10 mistakes digital marketers make
Salesforce marketing cloud  top 10 mistakes digital marketers makeSalesforce marketing cloud  top 10 mistakes digital marketers make
Salesforce marketing cloud top 10 mistakes digital marketers makeCloud Analogy
 
How to choose and use a CRM for your insurance business
How to choose and use a CRM for your insurance businessHow to choose and use a CRM for your insurance business
How to choose and use a CRM for your insurance businessARCSystems
 
How Salesforce's sales cloud helps companies of all sizes grow faster?
How Salesforce's sales cloud helps companies of all sizes grow faster?How Salesforce's sales cloud helps companies of all sizes grow faster?
How Salesforce's sales cloud helps companies of all sizes grow faster?Atocloud
 
Why CFOs are Loving CRM
Why CFOs are Loving CRMWhy CFOs are Loving CRM
Why CFOs are Loving CRMNet at Work
 
Mansa Systems Salesforce Integration Customer Success
Mansa Systems  Salesforce Integration Customer SuccessMansa Systems  Salesforce Integration Customer Success
Mansa Systems Salesforce Integration Customer SuccessMansa Systems
 
Sage CRM product brochure
Sage CRM product brochureSage CRM product brochure
Sage CRM product brochureVinh Nguyen
 
Virtual HR for Proforma
Virtual HR for ProformaVirtual HR for Proforma
Virtual HR for Proformaguest08dd92
 
Expert Blog PPT: Salesforce High-Velocity Sales for Opportunities
Expert Blog PPT: Salesforce High-Velocity Sales for OpportunitiesExpert Blog PPT: Salesforce High-Velocity Sales for Opportunities
Expert Blog PPT: Salesforce High-Velocity Sales for OpportunitiesCloud Analogy
 
SilkStart Overview 2018
SilkStart Overview 2018SilkStart Overview 2018
SilkStart Overview 2018Martin Nikleva
 
Your Leads Have Need for Speed
Your Leads Have Need for SpeedYour Leads Have Need for Speed
Your Leads Have Need for SpeedMary Firme
 
What is Association Management Software (AMS)
What is Association Management Software (AMS)What is Association Management Software (AMS)
What is Association Management Software (AMS)Martin Nikleva
 
11 top questions before you choose a CRM
11 top questions before you choose a CRM11 top questions before you choose a CRM
11 top questions before you choose a CRMArjun Pillai
 
Cardinal Capital Management - Salesforce and Advent APX Integration
Cardinal Capital Management - Salesforce and Advent APX IntegrationCardinal Capital Management - Salesforce and Advent APX Integration
Cardinal Capital Management - Salesforce and Advent APX IntegrationMansa Systems
 
Workflow heroes crm online
Workflow heroes crm onlineWorkflow heroes crm online
Workflow heroes crm onlineWorkflowHeroes
 
Purple Haze Presentation 2017 CRM Systems
Purple Haze Presentation 2017 CRM SystemsPurple Haze Presentation 2017 CRM Systems
Purple Haze Presentation 2017 CRM SystemsPurple Haze UK Ltd
 

Was ist angesagt? (20)

Empower Inside Sales With High Velocity Sales (Salesforce + AI)
Empower Inside Sales With High Velocity Sales (Salesforce + AI)Empower Inside Sales With High Velocity Sales (Salesforce + AI)
Empower Inside Sales With High Velocity Sales (Salesforce + AI)
 
Salesforce marketing cloud top 10 mistakes digital marketers make
Salesforce marketing cloud  top 10 mistakes digital marketers makeSalesforce marketing cloud  top 10 mistakes digital marketers make
Salesforce marketing cloud top 10 mistakes digital marketers make
 
Erp crm 2
Erp crm 2Erp crm 2
Erp crm 2
 
How to choose and use a CRM for your insurance business
How to choose and use a CRM for your insurance businessHow to choose and use a CRM for your insurance business
How to choose and use a CRM for your insurance business
 
How Salesforce's sales cloud helps companies of all sizes grow faster?
How Salesforce's sales cloud helps companies of all sizes grow faster?How Salesforce's sales cloud helps companies of all sizes grow faster?
How Salesforce's sales cloud helps companies of all sizes grow faster?
 
Why CFOs are Loving CRM
Why CFOs are Loving CRMWhy CFOs are Loving CRM
Why CFOs are Loving CRM
 
Mansa Systems Salesforce Integration Customer Success
Mansa Systems  Salesforce Integration Customer SuccessMansa Systems  Salesforce Integration Customer Success
Mansa Systems Salesforce Integration Customer Success
 
Sage CRM product brochure
Sage CRM product brochureSage CRM product brochure
Sage CRM product brochure
 
Linked in
Linked inLinked in
Linked in
 
Virtual HR for Proforma
Virtual HR for ProformaVirtual HR for Proforma
Virtual HR for Proforma
 
Expert Blog PPT: Salesforce High-Velocity Sales for Opportunities
Expert Blog PPT: Salesforce High-Velocity Sales for OpportunitiesExpert Blog PPT: Salesforce High-Velocity Sales for Opportunities
Expert Blog PPT: Salesforce High-Velocity Sales for Opportunities
 
Erp crm ppt
Erp crm pptErp crm ppt
Erp crm ppt
 
SilkStart Overview 2018
SilkStart Overview 2018SilkStart Overview 2018
SilkStart Overview 2018
 
Your Leads Have Need for Speed
Your Leads Have Need for SpeedYour Leads Have Need for Speed
Your Leads Have Need for Speed
 
What is Association Management Software (AMS)
What is Association Management Software (AMS)What is Association Management Software (AMS)
What is Association Management Software (AMS)
 
11 top questions before you choose a CRM
11 top questions before you choose a CRM11 top questions before you choose a CRM
11 top questions before you choose a CRM
 
Cardinal Capital Management - Salesforce and Advent APX Integration
Cardinal Capital Management - Salesforce and Advent APX IntegrationCardinal Capital Management - Salesforce and Advent APX Integration
Cardinal Capital Management - Salesforce and Advent APX Integration
 
Workflow heroes crm online
Workflow heroes crm onlineWorkflow heroes crm online
Workflow heroes crm online
 
Todo
TodoTodo
Todo
 
Purple Haze Presentation 2017 CRM Systems
Purple Haze Presentation 2017 CRM SystemsPurple Haze Presentation 2017 CRM Systems
Purple Haze Presentation 2017 CRM Systems
 

Ähnlich wie Salesforce for Nonprofits VS Sumac CRM

What Is CRM Software? An Introduction For Small Businesses
What Is CRM Software? An Introduction For Small BusinessesWhat Is CRM Software? An Introduction For Small Businesses
What Is CRM Software? An Introduction For Small BusinessesFit Small Business
 
Customer Resource Management
Customer Resource ManagementCustomer Resource Management
Customer Resource ManagementFathhi Mohamed
 
SCE Accounting Comparison
SCE Accounting ComparisonSCE Accounting Comparison
SCE Accounting ComparisonCoralTree
 
What you must ask for finding an easy crm for smb
What you must ask for finding an easy crm for smbWhat you must ask for finding an easy crm for smb
What you must ask for finding an easy crm for smbConvergeHub
 
Caw Digital Management & ISO Systems - Company Information
Caw Digital Management & ISO Systems - Company Information Caw Digital Management & ISO Systems - Company Information
Caw Digital Management & ISO Systems - Company Information Craig Willetts ISO Expert
 
Insightly vs. Salesforce: How To Choose The Right CRM
Insightly vs. Salesforce: How To Choose The Right CRMInsightly vs. Salesforce: How To Choose The Right CRM
Insightly vs. Salesforce: How To Choose The Right CRMFit Small Business
 
Hire Top Mobile App Development Company India for Your Business Expansion.pdf
Hire Top Mobile App Development Company India for Your Business Expansion.pdfHire Top Mobile App Development Company India for Your Business Expansion.pdf
Hire Top Mobile App Development Company India for Your Business Expansion.pdfAwsQuality
 
10 Best SaaS CRM Software Tools You Need to Use in 2023.pdf
10 Best SaaS CRM Software Tools You Need to Use in 2023.pdf10 Best SaaS CRM Software Tools You Need to Use in 2023.pdf
10 Best SaaS CRM Software Tools You Need to Use in 2023.pdfPrajot3
 
Customer Success Software How to Pick the Best
Customer Success Software How to Pick the BestCustomer Success Software How to Pick the Best
Customer Success Software How to Pick the BestKashish Trivedi
 
Cost to develop a CRM
Cost to develop a CRM Cost to develop a CRM
Cost to develop a CRM Praveen Rastogi
 
Rules of the Road for Selecting a CRM System
Rules of the Road for Selecting a CRM SystemRules of the Road for Selecting a CRM System
Rules of the Road for Selecting a CRM Systemjdavidbeck
 
Why Should SMEs Use CRM & Workflow Management Systems_.pptx
Why Should SMEs Use CRM & Workflow Management Systems_.pptxWhy Should SMEs Use CRM & Workflow Management Systems_.pptx
Why Should SMEs Use CRM & Workflow Management Systems_.pptxXapsys CRM Software
 
Crm 10
Crm 10Crm 10
Crm 10thanuja
 
Webinar Discover why you need CRM
Webinar Discover why you need CRM Webinar Discover why you need CRM
Webinar Discover why you need CRM Doble Group, LLC
 
A Partner Relationship Management (PRM) Platform Can Fix CRM Problems
A Partner Relationship Management (PRM) Platform Can Fix CRM ProblemsA Partner Relationship Management (PRM) Platform Can Fix CRM Problems
A Partner Relationship Management (PRM) Platform Can Fix CRM ProblemsZINFI Technologies, Inc.
 
FinancialForce Accounting Datasheet
FinancialForce Accounting DatasheetFinancialForce Accounting Datasheet
FinancialForce Accounting DatasheetSwiftype
 
Research: Sales Force CRM - an effective solution for small en medium size en...
Research: Sales Force CRM - an effective solution for small en medium size en...Research: Sales Force CRM - an effective solution for small en medium size en...
Research: Sales Force CRM - an effective solution for small en medium size en...More2spot
 
The Salesforce Advantage
The Salesforce AdvantageThe Salesforce Advantage
The Salesforce AdvantageTarik Schmidt
 

Ähnlich wie Salesforce for Nonprofits VS Sumac CRM (20)

What Is CRM Software? An Introduction For Small Businesses
What Is CRM Software? An Introduction For Small BusinessesWhat Is CRM Software? An Introduction For Small Businesses
What Is CRM Software? An Introduction For Small Businesses
 
Customer Resource Management
Customer Resource ManagementCustomer Resource Management
Customer Resource Management
 
SCE Accounting Comparison
SCE Accounting ComparisonSCE Accounting Comparison
SCE Accounting Comparison
 
SCE Accounting Comparison
SCE Accounting ComparisonSCE Accounting Comparison
SCE Accounting Comparison
 
Saas app
Saas appSaas app
Saas app
 
What you must ask for finding an easy crm for smb
What you must ask for finding an easy crm for smbWhat you must ask for finding an easy crm for smb
What you must ask for finding an easy crm for smb
 
Caw Digital Management & ISO Systems - Company Information
Caw Digital Management & ISO Systems - Company Information Caw Digital Management & ISO Systems - Company Information
Caw Digital Management & ISO Systems - Company Information
 
Insightly vs. Salesforce: How To Choose The Right CRM
Insightly vs. Salesforce: How To Choose The Right CRMInsightly vs. Salesforce: How To Choose The Right CRM
Insightly vs. Salesforce: How To Choose The Right CRM
 
Hire Top Mobile App Development Company India for Your Business Expansion.pdf
Hire Top Mobile App Development Company India for Your Business Expansion.pdfHire Top Mobile App Development Company India for Your Business Expansion.pdf
Hire Top Mobile App Development Company India for Your Business Expansion.pdf
 
10 Best SaaS CRM Software Tools You Need to Use in 2023.pdf
10 Best SaaS CRM Software Tools You Need to Use in 2023.pdf10 Best SaaS CRM Software Tools You Need to Use in 2023.pdf
10 Best SaaS CRM Software Tools You Need to Use in 2023.pdf
 
Customer Success Software How to Pick the Best
Customer Success Software How to Pick the BestCustomer Success Software How to Pick the Best
Customer Success Software How to Pick the Best
 
Cost to develop a CRM
Cost to develop a CRM Cost to develop a CRM
Cost to develop a CRM
 
Rules of the Road for Selecting a CRM System
Rules of the Road for Selecting a CRM SystemRules of the Road for Selecting a CRM System
Rules of the Road for Selecting a CRM System
 
Why Should SMEs Use CRM & Workflow Management Systems_.pptx
Why Should SMEs Use CRM & Workflow Management Systems_.pptxWhy Should SMEs Use CRM & Workflow Management Systems_.pptx
Why Should SMEs Use CRM & Workflow Management Systems_.pptx
 
Crm 10
Crm 10Crm 10
Crm 10
 
Webinar Discover why you need CRM
Webinar Discover why you need CRM Webinar Discover why you need CRM
Webinar Discover why you need CRM
 
A Partner Relationship Management (PRM) Platform Can Fix CRM Problems
A Partner Relationship Management (PRM) Platform Can Fix CRM ProblemsA Partner Relationship Management (PRM) Platform Can Fix CRM Problems
A Partner Relationship Management (PRM) Platform Can Fix CRM Problems
 
FinancialForce Accounting Datasheet
FinancialForce Accounting DatasheetFinancialForce Accounting Datasheet
FinancialForce Accounting Datasheet
 
Research: Sales Force CRM - an effective solution for small en medium size en...
Research: Sales Force CRM - an effective solution for small en medium size en...Research: Sales Force CRM - an effective solution for small en medium size en...
Research: Sales Force CRM - an effective solution for small en medium size en...
 
The Salesforce Advantage
The Salesforce AdvantageThe Salesforce Advantage
The Salesforce Advantage
 

KĂźrzlich hochgeladen

RSA Conference Exhibitor List 2024 - Exhibitors Data
RSA Conference Exhibitor List 2024 - Exhibitors DataRSA Conference Exhibitor List 2024 - Exhibitors Data
RSA Conference Exhibitor List 2024 - Exhibitors DataExhibitors Data
 
KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...
KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...
KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...Any kyc Account
 
Pharma Works Profile of Karan Communications
Pharma Works Profile of Karan CommunicationsPharma Works Profile of Karan Communications
Pharma Works Profile of Karan Communicationskarancommunications
 
Grateful 7 speech thanking everyone that has helped.pdf
Grateful 7 speech thanking everyone that has helped.pdfGrateful 7 speech thanking everyone that has helped.pdf
Grateful 7 speech thanking everyone that has helped.pdfPaul Menig
 
Forklift Operations: Safety through Cartoons
Forklift Operations: Safety through CartoonsForklift Operations: Safety through Cartoons
Forklift Operations: Safety through CartoonsForklift Trucks in Minnesota
 
Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023Neil Kimberley
 
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...amitlee9823
 
Dr. Admir Softic_ presentation_Green Club_ENG.pdf
Dr. Admir Softic_ presentation_Green Club_ENG.pdfDr. Admir Softic_ presentation_Green Club_ENG.pdf
Dr. Admir Softic_ presentation_Green Club_ENG.pdfAdmir Softic
 
Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...
Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...
Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...lizamodels9
 
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...amitlee9823
 
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...lizamodels9
 
A DAY IN THE LIFE OF A SALESMAN / WOMAN
A DAY IN THE LIFE OF A  SALESMAN / WOMANA DAY IN THE LIFE OF A  SALESMAN / WOMAN
A DAY IN THE LIFE OF A SALESMAN / WOMANIlamathiKannappan
 
Famous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st CenturyFamous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st Centuryrwgiffor
 
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...Lviv Startup Club
 
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best ServicesMysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best ServicesDipal Arora
 
Regression analysis: Simple Linear Regression Multiple Linear Regression
Regression analysis:  Simple Linear Regression Multiple Linear RegressionRegression analysis:  Simple Linear Regression Multiple Linear Regression
Regression analysis: Simple Linear Regression Multiple Linear RegressionRavindra Nath Shukla
 
How to Get Started in Social Media for Art League City
How to Get Started in Social Media for Art League CityHow to Get Started in Social Media for Art League City
How to Get Started in Social Media for Art League CityEric T. Tung
 
Boost the utilization of your HCL environment by reevaluating use cases and f...
Boost the utilization of your HCL environment by reevaluating use cases and f...Boost the utilization of your HCL environment by reevaluating use cases and f...
Boost the utilization of your HCL environment by reevaluating use cases and f...Roland Driesen
 

KĂźrzlich hochgeladen (20)

RSA Conference Exhibitor List 2024 - Exhibitors Data
RSA Conference Exhibitor List 2024 - Exhibitors DataRSA Conference Exhibitor List 2024 - Exhibitors Data
RSA Conference Exhibitor List 2024 - Exhibitors Data
 
KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...
KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...
KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...
 
Pharma Works Profile of Karan Communications
Pharma Works Profile of Karan CommunicationsPharma Works Profile of Karan Communications
Pharma Works Profile of Karan Communications
 
Grateful 7 speech thanking everyone that has helped.pdf
Grateful 7 speech thanking everyone that has helped.pdfGrateful 7 speech thanking everyone that has helped.pdf
Grateful 7 speech thanking everyone that has helped.pdf
 
Forklift Operations: Safety through Cartoons
Forklift Operations: Safety through CartoonsForklift Operations: Safety through Cartoons
Forklift Operations: Safety through Cartoons
 
Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023
 
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
 
Dr. Admir Softic_ presentation_Green Club_ENG.pdf
Dr. Admir Softic_ presentation_Green Club_ENG.pdfDr. Admir Softic_ presentation_Green Club_ENG.pdf
Dr. Admir Softic_ presentation_Green Club_ENG.pdf
 
Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...
Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...
Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...
 
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
 
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabiunwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
 
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
 
A DAY IN THE LIFE OF A SALESMAN / WOMAN
A DAY IN THE LIFE OF A  SALESMAN / WOMANA DAY IN THE LIFE OF A  SALESMAN / WOMAN
A DAY IN THE LIFE OF A SALESMAN / WOMAN
 
Famous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st CenturyFamous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st Century
 
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
 
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best ServicesMysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
 
Regression analysis: Simple Linear Regression Multiple Linear Regression
Regression analysis:  Simple Linear Regression Multiple Linear RegressionRegression analysis:  Simple Linear Regression Multiple Linear Regression
Regression analysis: Simple Linear Regression Multiple Linear Regression
 
How to Get Started in Social Media for Art League City
How to Get Started in Social Media for Art League CityHow to Get Started in Social Media for Art League City
How to Get Started in Social Media for Art League City
 
Boost the utilization of your HCL environment by reevaluating use cases and f...
Boost the utilization of your HCL environment by reevaluating use cases and f...Boost the utilization of your HCL environment by reevaluating use cases and f...
Boost the utilization of your HCL environment by reevaluating use cases and f...
 
VVVIP Call Girls In Greater Kailash ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...
VVVIP Call Girls In Greater Kailash ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...VVVIP Call Girls In Greater Kailash ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...
VVVIP Call Girls In Greater Kailash ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...
 

Salesforce for Nonprofits VS Sumac CRM

  • 1. Salesforce for Nonprofits VS. Sumac CRM Salesforce has a fantastic program for nonprofits that includes 10 free licenses. It also offers robust functionality and a wide selection of apps that integrate with the CRM. Many nonprofits, however, greatly underestimate the amount of time, money, and effort involved in the setup, training, and customization required to get Salesforce working for their nonprofit. If you’re a larger organization with the time and resources to invest in getting it up and running, Salesforce might be a perfect fit, but for smaller organizations that don’t have the same time and resources to dedicate, there’s an alternative: Sumac CRM. Here’s a comparison of the two based on cost, configuration, reporting, and website compatibility, so you have all the information you need to make the right choice for your nonprofit: 1. Cost Salesforce for Nonprofits Salesforce is very appealing to nonprofits because they have a great program that offers 10 free licenses (user logins) to eligible nonprofits.
  • 2. The problem is, nonprofits assume free licenses = free, and that’s not at all the case. As the saying goes, Salesforce is “free like puppies.” What this means is that while it may appear free upfront, there are many costs associated with it. For starters, your nonprofit will need to hire a consultant or dedicated Salesforce administrator to set up the CRM. Salesforce consulting firms charge anywhere from $30,000 – $40,000 for smaller projects, $40,000 – $80,000 for mid-range projects, and $100k + for complex, large-scale implementations. On top of this, you have to consider the costs for: • Ongoing administrator training • Apps to get standard functionality like payment processing, gift receipts, donation forms, and Quickbook integration working • Ongoing support, development, and customization Sumac CRM With Sumac CRM, there are no setup, customization, or support costs. You can purchase the Basic CRM with all these support services included for one monthly fee, ranging from $35- $250/month. The Basic CRM comes with all the standard functionality you need built in, including contact management, donations, event management, QuickBooks integration, and receipting.
  • 3. And if you have unique programs and data, Sumac also offers a wide range of Add- ons ranging from $60-$120/month, including a Custom Add-on that we will configure to meet your exact needs at no additional cost. All updates are installed automatically, and are always free for all users. Training, and unlimited live phone support are also free for all users. 2. Setup & Configuration Salesforce for Nonprofits When it comes to setup and configuration, an important distinction to make is that Salesforce was built specifically for sales, not nonprofits or fundraising. What this means is that it will require a lot of customization to get it up and running for your nonprofit. The good news is, any amount of configuration, and integration is possible. In fact, one of the attractive things about Salesforce is the AppsExchange that allows for almost any conceivable software integration.
  • 4. Salesforce for nonprofits is not, by any stretch of the imagination, an out-of-the-box solution that you can start using right away, but if you’ve got the time, expertise, and money to spend, you really can make it do just about anything. You just need to be aware of what you’re getting into; you are essentially building and customizing your own CRM. Even with Salesforce’s Nonprofit Success Pack (NPSP), which is the most widely adopted by nonprofits, there is a 57 page report to explain how to make it work for nonprofits. Sumac CRM Sumac, on the other hand, was designed specifically for nonprofits, and is an out-of-the- box solution that you can start using right away. It comes with the basic integrations built-in: Quickbooks, MailChimp, and our own Donation Pages. Besides the basic nonprofit functionality like: contact management, donations, events, campaigns, and receipting, Sumac also offers 10 Add-on options, including Case Management, Memberships, and Course Registration.
  • 5. Every single part of Sumac already works together seamlessly without costly consultants and integration work. For nonprofits with specialized needs, setup and configuration is still much faster and streamlined than with Salesforce. Sumac offers a lot of configuration options, and Sumac’s Gurus will configure your CRM for you during the Data Migration process, if you opt for that service. And if you have unique programs and data that fall outside of the standard Add-on options and configurations, Sumac CRM offers a Custom Add-on that can do just about anything! Here are just a few examples of Custom Add-ons we have configured for nonprofits with unique needs: • Track food recipients for a food bank • Track interventions for a family counselling organization • Track clinical records for a hospice • Track bookings for facilities 3. Reports Salesforce for Nonprofits Salesforce offers powerful reporting tools. However, like almost everything in Salesforce, it’s going to take some effort to get them working for standard nonprofits needs. If you do opt for the Nonprofit Success Pack (NPSP), there are some very nice reporting options for nonprofits.
  • 6. There are consulting websites featuring training sessions on how to find, format, and customize these NPSP reports. Sumac CRM Because Sumac was built specifically for nonprofits, there are hundreds of standard nonprofit reports built right in. Sumac has also just released Insights Dashboards, a powerful analytics tool that lets you create customizable dashboards, and striking, interactive visualizations of your data in seconds. Insights comes free with every installation of Sumac CRM, and the reporting is designed specifically for nonprofits.
  • 7. 4. Donation Pages & Website Compatibility Salesforce for Nonprofits A great CRM solution shouldn’t just offer internal tools, but integration with donor-facing forms, and donation pages that live on your website. When it comes to these webforms, Salesforce does have a lot of integration options. Soapbox Engage, for example, offers a donation app that integrates with Salesforce. According to their website “Using the Soapbox Engage platform, you can quickly and easily create a customized donation page for your organization, increasing your online conversion rates through some of the best practices we’ve built into our Donations app.” The app costs: • $49/month + • $500 platform activation + • $1,000 customization to match the look of your website + • 1.9% on top of standard credit card processing fees If you want any other webpages, like signup forms, it will cost another $49/month. Sumac CRM
  • 8. With Sumac, you don’t have to worry about finding a donation page that integrates. All our Webpages work seamlessly with the Sumac CRM, and are available in one package for $85/month. We take care of the customization, so the pages have your logo, colours, and match the look and feel of your website, and there are no set-up or customization fees. We also don’t take any processing fees on top of the standard credit card processing fees. It’s our way of giving back to charities, and maximizing the funds that go to their causes. When someone comes to your website to make a donation or fill out a form, all the information is automatically captured in your database without you doing a thing. You can also set up receipts to send out automatically to donors from your database when someone makes a donation. Conclusion If you’re a smaller nonprofit, without the time and resources to invest in building, and customizing a CRM solution, before you get persuaded by the 10 free licenses, and jump on board with Salesforce for Nonprofits, consider Sumac CRM. It might just be the better option for you!