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115 Salsa CRM Reviews
Overall Review Sentiment for Salsa CRM
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Salsa CRM is a centralized database for heavy development work.
Customer relationship management is a process in which a business administers its interactions with customers. Review collected by and hosted on G2.com.
sometimes missed sales opportunities.
The team rarely uses it.
A high customer churn rate can result from CRM system.
Most CRM systems are based around the sales imperative – which means they are poor for marketers. Review collected by and hosted on G2.com.
The The ability to track multiple emails and addresses. But that is also part of the software's downfall. Getting cumulative giving data based on queries doesn't work because it multiplies giving by the number of addresses for a constituent. Gift count doesn't work either. Review collected by and hosted on G2.com.
The biggest problem with CRM is that it has a difficult time with queries. Many give inaccurate information. The logic for these queries is not that same as is used for reports, so you cannot confirm info yourself in a usable way. I have many times tried to get these problems fixed through support, but I am still waiting after a year for any real update that fixes the problem. Review collected by and hosted on G2.com.
Overall ease of use and ability to request support and get a quick response. Review collected by and hosted on G2.com.
The reports and intuitiveness of the reporting. Many of the reporting options are not easy to use and navigate Review collected by and hosted on G2.com.
Salsa was very easy to use and navigate. It made collaborating and keeping things organized simple among a team. I especially enjoyed the tracking and communication features. Review collected by and hosted on G2.com.
The more opportunities for linking Salsa with other software the better. Trying to make different systems "talk" to each other would be helpful. Also linking it to social media would be helpful too. Review collected by and hosted on G2.com.
I like that we have one location for all donor history and records. Being able to pull up a customer's account and see how and why they have given over the last few years is very helpful in how we target them for future campaigns. Review collected by and hosted on G2.com.
We did not have any guidance in setting up our account at the beginning so there were some complications with how appeals/campaigns/funds were set up and now they are "stuck". It is also very challenging to have a donor sign up for an appeal in Engage and not be able to reallocate or make changes to those funds in CRM, monthly giving is a great example of that. We had donors sign up to be recurring givers in various appeals (Giving Tuesday, Holidays, etc.) and now they can't make changes to the amounts without a cancel and restart, nor can we change what "bucket" they are in so we can track better. Review collected by and hosted on G2.com.
Salsa CRM keeps our donor data organized. It is easy to run queries on our data so that we can make data-driven decisions in our organization. Review collected by and hosted on G2.com.
Salsa CRM has some features that seem to be relics left behind from earlier versions of the app. It would be nice if Salsa either showed users how to utilize those features or if Salsa removed those features so they were cluttering up the app. Those "relic features" also can confuse new users. Review collected by and hosted on G2.com.
That the engage platform speaks to the CRM platform and that the technicians are so happy to help me and are patient with my lack of knowledge. Review collected by and hosted on G2.com.
As a member-supported NP, (like many I am sure) that creating a form for online purchases of membership does not communicate with the membership field in CRM and update that data automatically. It is also no conducive to people who purchase memberships for others and the workaround is cumbersome. Review collected by and hosted on G2.com.
