Salesforce

Customer Relationship Management

Updated June 25, 2018

6 updates


SCORE BREAKDOWN

User Interface

25/25

Cost

15/25

Differentiation

25/25

Effectiveness

23/25

Pros

  • Free plans for nonprofit organizations
  • Outstanding customer service
  • Simplified user experience

Cons

  • No free plan for traditional customers
  • Expensive
  • 24/7 support only available for “unlimited” plans

Salesforce is an industry leading CRM SaaS provider covering most industry verticals. With its top-of-the-line cloud-based customer relationship management platform for both sales and marketing teams, political and advocacy campaigns could utilize this powerful tool.

A customizable sales platform

Salesforce is a customizable platform that can support most outreach and marketing strategies. From task management to collaborative workflows, the Salesforce Sales Cloud CRM, among other Salesforce versions, has a plethora of functionality.

To highlight, Salesforce has built-in marketing automation and lead generation tools that include an email service provider and eNewsletter platform. Plus, you can import and export your own data universes while integrating external business intelligence applications.

Google partnership, external integrations, and “Campaign Cloud”

Salesforce has a partnership with Google Cloud that provides users with an augmented experience. This partnership offers Salesforce users a promotional integration with Google Analytics 360, the search giant’s flagship business intelligence tool, and the entire G Suite (Docs, Spreadsheets, Gmail, etc.).

Other external integrations exist for Salesforce and are offered by purpose, use, and the edition of Salesforce that users have purchased. Advocacy campaign users, for example, can buy CFB Strategies Campaign Cloud. This integration changes the base Salesforce platform into an activism-minded cloud dashboard for fundraising, GOTV drives, voter data management, and outreach.

The support is excellent but could be better

Salesforce has a generous support network featuring tutorials, how-to videos, and an extensive knowledge base. These tools enable Salesforce users to easily self-diagnose and resolve most technical issues.

One major setback, sadly, is insufficient 24/7 support for primary users. This support must be added to an existing plan for an extra monthly charge. Users without these add-ons can only access support during business hours.

Pricing

Salesforce Sales Cloud subscriptions start at $25 per user per month to over $300 per user per month. Nonprofits may qualify for free unlimited access to Salesforce. Different editions of Salesforce have similar pricing. Several of the external integrations on the Salesforce App Exchange come at additional costs. For example, CFB Strategies Campaign Cloud add-on starts at $199 per month.

What we think

Regardless of which edition of Salesforce you use, take heart in knowing that this CRM is one of the best on the market. Besides a few setbacks that can easily be overlooked, you really can’t go wrong here.

The only deal breaker we could think of is how expensive the platform could be. Compared to other competitors, like Agile CRM (starting at $8.99 per user per month), campaigns and organizations with tight budgets should only purchase what they can afford. Salesforce may not be ideal if that’s the case.

If you have any feedback on this review or you would like to suggest an app for us to review, please drop us a note – telegraph@joinlincoln.org.


Screenshots

SCORE BREAKDOWN

User Interface

25/25

Cost

15/25

Differentiation

25/25

Effectiveness

23/25

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