Is Salesforce the right CRM for your nonprofit?
Salesforce can run your whole organization, but it isn't the right first CRM for everyone. Answer five questions to see where you stand, then read what drives the answer.
Five questions. No email required.
Pick the answer that sounds most like your organization today. Your result updates as you go.
Answer the questions to see your fit.
Each answer adds to your score. Most organizations land somewhere in the middle.
Talk it through on a free callWhat really decides whether Salesforce is a fit.
It's about how connected your work is
Many CRMs handle donors well. Salesforce earns its keep when your work crosses teams: a parent who volunteers, gives at year-end and enrolls a child in your program. If that person shows up in three different systems today, Salesforce can bring them together.
Licenses are the smallest cost
Through the Power of Us program, eligible nonprofits get 10 Salesforce licenses free, with discounts on more. The bigger costs are setup, moving your data and keeping the system healthy. A focused setup can be done in phases on a modest budget. A multi-program implementation with integrations is a bigger project. Many organizations fund the work with a capacity-building grant.
Someone has to own it
The organizations that get the most from Salesforce have a clear owner. That can be a staff member with protected time, a dedicated admin, or a support partner. What doesn't work is a system nobody is responsible for.
When a simpler CRM is the better call
If you mostly track donors, have one or two tools and no one to own the system, a lighter, donor-focused CRM may serve you better for now. You can move to Salesforce later, and a clean, simple system is easier to migrate than a messy one. We'll tell you honestly if that's where you are.
Written by Roger Miller, 15x certified Salesforce consultant and former nonprofit executive director.
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