Salsa CRM - Prix, fonctionnalités, avis et comparateur de logiciels

Salsa CRM

Cloud-based donor management & engagement software

4.2/5 (202 avis)

Salsa CRM - Présentation

Salsa is the world's first supporter engagement platform. By unifying online supporter engagement and constituent relationship management software in one integrated toolkit, nonprofit have all the online and offline tools they need to engage communities, raise funds, rally supporters, and change the world. Salsa empowers nonprofits to target and segment rich supporter profiles, connect online and offline with relevant messages, convert supporter interest into action with online forms, and optimize outreach with built-in best practices. With access to these powerful tools plus award-winning customer support, nonprofits across the world are boosting staff efficiency, deepening supporter relationships, and accelerating fundraising growth.

Prix

À partir de
N/A
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Canada, États-Unis

Langues

anglais

Salsa CRM - Avis

Note globale
4.2/5
85% d'avis positifs
97
Excellent
74
Très bien
21
Moyen
7
Médiocre
3
Horrible
Traduire avec Google Translate

Great customer service, but conversion is a time-consuming pain.

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 10/07/2017
Provenance de l'avis : Capterra

At this time, we haven't been using Salsa CRM long enough to record any marked benefit. We're still in the problem-solving phase of post-conversion. As the Development Director, I did receive an immense benefit from sifting through the 2.5 million data fields from our conversion templates, however. I now have intimate knowledge of our constituents and our data that I didn't have before. It's given me a better view of our donor base which has allowed for the placement of fundraising strategies. If CRM and Engage would ever interphase properly, Salsa could probably make my life a lot easier. But right now, it makes it more difficult.

Avantages

Customer service is awesome. I appreciate that I can call and get help instead of wading through hours of online instruction videos. Everyone I've encountered has been helpful and knowledgeable. I appreciate the ability to categorize constituents into groups. It's proven very helpful on directing messaging to appropriate constituents.

Inconvénients

Frequently used items, such as notes and address and phone edits, aren't where one would think they would be. When learning the system, it causes a lot of frustration trying to find things. Also, there are lots of drop down menus without explanations on how each category affects the larger picture. For example, under "Edit Address," there is place to check is the address is "Home," "Business," or "Primary." (You can check more than one.) Then across from that, there's a drop down menu titled "Reason." No explanation of what this category means. The choices are "All Correspondence," "Bad Address," "Non-Solicitations Only," "Primary Address," or "Solicitations Only." How does this relate to the "Preferred Contact" drop down found under "Constituent Information" which also features "Solicitations Only" and "Non-Solicitations Only"? Isn't that overkill? What's the logic behind that? It would be nice if there was a printed user's guide. Sure, there's all sorts of information online to sift through, but who has time to watch videos? Give me a searchable .PDF with general instructions that include an overview of the drop down menu choices and their best uses. Finally, conversion is NOT easy. You get what you pay for. We paid for the basic conversion, and I had to manually process over 2.5 million data fields from our previous software to Salsa's templates. It took me 6 weeks. We're still waiting for Salsa CRM and Engage to interphase properly 2 months later.

Réponse de Salsa Labs

Donna - Thank you for your thorough review. We encourage you to provide feedback directly to Salsa as we do incorporate our clients' enhancement requests into future releases. Our Director of Customer Support will be reaching out to you directly to address some of your specific issues. Regarding documentation, we do have an online user's guide that you can download if you prefer printed materials. You can also use our online knowledge base which is searchable by topic. Also, all Salsa customers now have access to Salsa Scholars, our brand new e-Learning platform. It's self-paced interactive learning for both Salsa Engage and Salsa CRM and the purpose built integration which we continue to enhance. In the latest release (expected to be in production by the end of July 2017), you will see enhancements to the integration which were made based on the feedback of our active user community. Please contact Customer Support if you need access to any of the tools listed.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

5.0/10
Traduire avec Google Translate

Salsa gets it done, but only if you have the staff to make it work

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 23/11/2016
Provenance de l'avis : SoftwareAdvice

My team used Salsa for a 1-year campaign to raise money to build a home in Nepal for trafficking victims. We successfully raised $467,000 in 10 months! Hands down, we COULD NOT have done it without Salsa. Because it had everything in one (emails, analytics, segmenting, Peer 2 Peer campaigns, donation pages, event pages, and much more) it was much easier to keep track of everything we needed to keep track of.

Avantages

*I didn't realize it at the time, but I really like how easily I could create queries/segments of donors. It has a "If/Then" approach with clicks of a button that is a lot easier than another CRM I use (eTapestry by Blackbaud).
*Their email system worked well for our purposes. We had templates that we used throughout the campaign that looked good and were easy to fill in our information. It sent the emails we told it to send without a problem.
*The event feature was helpful. We had lots of people sign up on the events page that was relatively easy to create.
*I definitely like like analytics features. (This is probably my favorite feature.) It is really nice to see who opened emails, click rates, donation totals/types, etc... It is especially neat that we could send emails to people based on what emails they have opened or clicked on.
*Branded donation pages was a must have for us and we got that so it's a big plus with Salsa.

Inconvénients

*The emails were mostly good, but sometimes editing the templates was frustrating. You can't delete certain aspects (like a table or a line) in the email and if you're not careful and press "backspace" at the wrong time, the system will think that you've clicked the "Back" shortcut key and it will take you out of the email...unless you've saved recently, your email is gone. So, save OFTEN.
*The Peer2Peer pages were good but had a few glitches. It was difficult to import off-site giving and link to a person's Ambassador page. I had to go through Customer Support to remove re-imbursed donations that were given via the P2P pages. It is really difficult to format the P2P pages - oftentimes, a page that was perfect would later start showing random signs: $ & % | and stuff...
*We had some difficulties with people getting charged more than once when they clicked the button too many times. Not sure if that's Salsa's fault or the users'.
*We had some issues with security warnings when donors when to the donation page. This was a frustrating thing that popped up often but never really got resolved.
*While the event feature was nice, it didn't work so well for people inviting guests. I'm not sure what went wrong, but we had a lot of people who were unable to register guests for some reason, even though we had clicked the box to allow it. This lead to a small logistical headache at the event itself.
*I didn't know they required 60 days notice to cancel the subscription. I had to jump through a TON of hoops to get our account canceled when our campaign was over because I only gave 30 days notice. Luckily they eventually caved and allowed us to go on good terms, but it took a lot of phone calls, emails, and polite convincing...okay, not always polite toward the end...

Note détaillée

Simplicité d'utilisation
Support client

Probabilité de recommander le produit

7.0/10
Traduire avec Google Translate

It just doesn't work as it is advertised

Publié le 04/03/2017
Provenance de l'avis : Capterra

We have been a Donor Pro client for years and were excited about the merger and possibilities with Salsa. However, we felt a bit neglected as a previous client, slipping through the cracks of the transition and experiencing a number of problems because of this. The overall functionality of the product has been cumbersome, making it feel like they launched the merger before ironing out really important issues. Customer service is generally good with very kind people. At first, the response time was great 1-2 days, however, we now end up facing at times 3-4 weeks on some tickets. But, I got tired of calling for an update on an issue, having the person try to fix it on the phone even though they land in the same place as the previous person...I can't figure this out, I need to send it to the developers or update the ticket. In general, I just spent way too much time trying to find answers, solutions, and we are a small organization that cannot afford it. They have updated their website in a way that gets you really excited about the product. It looks great and probably is for a new organization just starting out! But, it just hasn't been a great experience for us. Functionality was up and down. And, as an organization in transition, both with software tools and looking to grow and expand, we thought this would be a helpful tool. It hasn't met our expectations yet, and holding our breath a bit longer to see if things improve.

Avantages

The integration is nice when it is working to its full capacity.

Inconvénients

Too many glitches, issues with functionality. Things are not as streamlined as they seem to be advertised. A lot of challenges and issues for our team.

Réponse de Salsa Labs

Hi Justin - We are sorry that you experienced disruption of service as we merged DonorPro and Salsa. Now that our teams are fully integrated, we hope that you've found Customer Support much improved. Our Director of Customer Support will reach out to you directly to confirm. Also, please visit our Salsa Support Center where you'll find a searchable knowledge base. You also have access to Salsa Scholars, our new e-learning system. Here you'll find self-paced interactive courses for Salsa Engage, Salsa CRM and the integration which has been recently enhanced based on user feedback. If you haven't been through Salsa Smart Start Fundraising, we encourage you to sign up. It's free for all Salsa clients and provides you with a fundraising expert and access to best practices. Call us or send us an email for assistance with accessing the tools mentioned here.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

4.0/10
Traduire avec Google Translate

Some pro's but very difficult & terrible at Events

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 16/03/2017
Provenance de l'avis : SoftwareAdvice

There are some great features about this product, but it is a very difficult system learn and manage and the Event platform isn't fully integrated between DonorPro and Salsa (these 2 companies merged), making it VERY difficult.

Avantages

Customer Service is great. Being able to call in and get a live person when I have a question is awesome. I also like the Salsa Engage platform for email blasts, posting on social media, and creating fundraising campaigns.

Inconvénients

Difficult CRM to use and learn, and not that great once it's up and running. Also, Event Platform is not fully integrated between the DonorPro side and the Salsa Engage side. It is easy to set up the fundraising landing page and registration in Salsa Engage, but after that you are left to figure out how to bring those registrations back over to the CRM side, where you supposedly would assign them seats, bidder number and check them in. It was so difficult trying to find a person that could answer my questions, (they admitted that it didn't work properly), that I finally downloaded the info to an Excel Spreadsheet and highlighted 400+ people with a yellow highlighter! Also at check-in, we pre-authorized credit cards in the CRM, and used the recommended cc sliders, but it took forever as they wouldn't pre-authorize unless the address was exactly perfect. (Our old Event Platform would gather that CC info at check-in and pre-authorize with out having to type in an address, or much of anything.) This made registration so slow that we received numerous complaints and it was very stressful.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

3.0/10
Traduire avec Google Translate

Easy to use, quick and reliable reports, constantly adding elements to make the experience better.

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 13/06/2017
Provenance de l'avis : Capterra

Tracking donors easily, easily sending out communication.

Avantages

What I like most about Salsa Labs is the ease of use. Although as the administrator I am in the database daily, everyone on my team can easily find what they need and update donor profiles, and find out information about donors. The robust queries is also huge for me. The fact that I can easily segment out multiple layers of donors makes my job much easier. So far there has not been an output that I am looking for that I can not get through Salsa queries. The integrated emails and unlimited donation pages are also wonderful and have reduced the number of platforms we have to use.

Inconvénients

I do wish there was a little bit more integration between the CRM and the Engage side of the systems. Currently if I send out an email blast it does not add a note or activity to the donor's profile on the CRM side saying this was sent. Currently I have to add them to a group and then add a note to their profile. There are a couple of other little items that are more wish list items rather than items I have to have in a CRM. Also, the customer support, although they are always helpful, it is sometimes hard to get ahold of them. Emails usually take a good 3-7 days to answer (sometimes mores) and if I call I am on hold for a good 15-30 min sometimes. It is nice that I can call anytime, but frustrating that it can take awhile to get ahold of anyone.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10

Salsa CRM - Prix

À partir de
N/A
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Salsa CRM - Fonctionnalités

  • API
  • Base de données de contacts
  • Champs personnalisables
  • Contrôle d'accès
  • Facturation récurrente
  • Gestion de la communication
  • Intégration des e-mails
  • Intégration mobile
  • Paiements électroniques
  • Rapports personnalisables
  • Suivi des activités
  • Tableau de bord d'activités
  • Traitement des cartes de crédit

  • Gestion des présences
  • Importation et exportation de données
  • Intégration de tiers
  • Notifications automatiques
  • Rappels automatiques
  • Rapports et statistiques
  • Stratégie de marque personnalisable

Plus d'informations sur Salsa CRM

Salsa CRM - Principales fonctionnalités

  • Ad hoc reporting
  • Built-in segments
  • Campaign management
  • Custom fields
  • Custom segments
  • Data deduplication
  • Donation history tracking
  • Donation receipts
  • Donor database
  • Donor profiles
  • Donor relationships
  • In-kind donations
  • List creation & segmentation
  • Matching donations
  • Meeting notes recording
  • Pledge management
  • RFM (recency, frequency, monetary) analysis
  • Recurring donations
  • Role-based access restrictions
  • Seasonal address tracking

Avantages

  • Pre-built constituent segments include new subscribers, petition signees, major donors, and more, with users able to configure each segment to suit their specific needs.

  • RFM (recency, frequency, monetary) analysis can be carried out using the built-in query wizard to identify donors based on the most recent donation, donation frequency, or total donation amounts, and use this to target cultivation efforts.

  • An unlimited number of custom fields can be created to track constituent details, such as anniversary dates, pets’ names, or sponsorship level, and use these to run queries, segment lists, and personalize mailings.

  • Donor histories can be tracked, with all transactions recorded, including pledges, event payments, and recurring donations, and the option to tie each donation to a specific campaign, appeal, or fund.

  • Meeting notes can be added from any device, and queries can be run to search for specific words or phrases within notes.

  • Salsa CRM - FAQ

    Voici quelques-unes des questions fréquentes sur Salsa CRM.

    Q. Quels sont les types de licence disponibles pour Salsa CRM ?

    Types de licences disponibles pour Salsa CRM :

    Type de licence: Abonnement

    version d'essai gratuite: Non disponible

    Q. Quelles sont les principales fonctionnalités du logiciel Salsa CRM ?

    Fonctionnalités du logiciel Salsa CRM :

    • Ad hoc reporting
    • Built-in segments
    • Campaign management
    • Custom fields
    • Custom segments
    • Data deduplication
    • Donation history tracking
    • Donation receipts
    • Donor database
    • Donor profiles
    • Donor relationships
    • In-kind donations
    • List creation & segmentation
    • Matching donations
    • Meeting notes recording
    • Pledge management
    • RFM (recency, frequency, monetary) analysis
    • Recurring donations
    • Role-based access restrictions
    • Seasonal address tracking

    Q. Qui utilise Salsa CRM ?

    Utilisateurs habituels du logiciel Salsa CRM :

    Entreprises de taille moyenne, PME

    Q. Dans quelles langues Salsa CRM est-il disponible ?

    Langues dans lesquelles Salsa CRM est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour Salsa CRM ?

    Types de licences disponibles pour Salsa CRM:

    Abonnement

    Q. Salsa CRM prend-il en charge les appareils mobiles ?

    Nous n'avons pas d'informations sur les appareils pris en charge par Salsa CRM.

    Q. Avec quelles applications Salsa CRM peut-il s'intégrer ?

    Applications s'intégrant à Salsa CRM :

    Facebook

    Q. Quelles sont les ressources d'aide disponibles pour Salsa CRM ?

    Ressources d'aide disponibles pour Salsa CRM :

    Base de connaissances, Support en ligne, Support téléphonique