Principais Alternativas de Salsa CRM Mais Bem Avaliadas
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Excelente treinamento e suporte ao cliente
Avaliações 115 Salsa CRM
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The software has come a long way since we started using it in 2015-2016. The company has made a lot of improvements and provided a lot of up to date tools for contacting our donors. The email templates are professional looking and relatively easy to put together without needing to use complicated design tools. Análise coletada por e hospedada no G2.com.
Salsa has two tools - Salsa CRM which is a full fledged database and Salsa Engage which is an online communications tool for email, marketing and fundraising. While the two tools are integrated they are not fully integrated so data from Engage will flow down to Salsa CRM automatically, but data updates from CRM don't always update Engage automatically. Better integration between the two tools would be a welcome improvement. Análise coletada por e hospedada no G2.com.
It is very easy to navigate for non-technical users. We were able to start using it right away to enter donations. Whenever we have questions about a feature, support is very helpful and will walk through the process with us if we need it. The dashboard for each constituent is very helpful when reviewing donor records. You can easily see at a glance what your last contact was with a constituent, when they last donated, and check on their contact information. The duplicate merging tool helps us to keep our data clean and helps us to work efficiently. The NCOA service helps us to evaluate our mailing addresses and keep our information updated. Análise coletada por e hospedada no G2.com.
The Advanced Query tool can be improved. It can be a little tricky at first, but you learn how to use it fairly quickly. There are a lot of required fields that need to be included to get some other fields to work properly in the query. It took a few calls to support to walk through the process the first few times. The CRM only accepts one payment gateway at this time, so if you have multiple accounts that you use for different donation campaigns, you need to use Engage or another method for those credit card or ACH donations. The event management tool is a bit archaic and only works well with the desktop version of the software. Análise coletada por e hospedada no G2.com.
The best part of Salsa CRM is really the customer support. They are always very eager and helpful when I have a problem. Análise coletada por e hospedada no G2.com.
The downside, is that Salsa CRM does so much, that it's hard for one person to manage it all. Análise coletada por e hospedada no G2.com.
Although initial onboarding from Blackbaud took some time, Salsa is a no-frills CRM with all modern accounting and marketing capabilities. The team is easy to reach for support and is constantly updating user functions. Queries building can be difficult but the Salsa team is always quick to help. Análise coletada por e hospedada no G2.com.
Unintuitive processes to sort data, build queries. Análise coletada por e hospedada no G2.com.
Salsa CRM ajuda a administrar uma organização com uma inspeção suave e ajuda a expandir os recursos à medida que a organização cresce. Este aplicativo ajuda a localizar os doadores e garante que eles se tornem leais com o tempo e este aplicativo não apenas fornece métodos de doação autênticos, mas também ajuda a resolver os problemas de gestão com grande suporte. Este aplicativo cria uma boa interação entre doadores e métodos de doação. Todas as coisas e estratégias são esclarecidas para a pessoa que está doando e o método de doação é muito simples. Assim, também podemos doar detalhes facilmente. Análise coletada por e hospedada no G2.com.
Este aplicativo pode transformar os dados antigos e seria necessário criar uma nova conta e detalhe para doar algum outro valor. Assim, deve haver um único detalhe para todos os usuários e todos acharão esta ferramenta útil na criação de uma única plataforma. Análise coletada por e hospedada no G2.com.
I like that ALL the fields can be queried. Análise coletada por e hospedada no G2.com.
Sometimes it's complicated creating the proper query and sometimes there are things I can't edit or change to suit our needs Análise coletada por e hospedada no G2.com.
Salsa CRM offers a product that enables my team to manage our database with efficiency. The cost is considerably less than other products, yet the product meets all of our needs, plus a little extra. Análise coletada por e hospedada no G2.com.
I wish it integrated with other systems in our school. Análise coletada por e hospedada no G2.com.
A equipe teve Salsa tem sido tão útil enquanto navegávamos na rápida transição de eventos presenciais para virtuais. Análise coletada por e hospedada no G2.com.
A tecnologia é sempre complicada, você tem muitas possibilidades de se colocar em uma caixa. Análise coletada por e hospedada no G2.com.
The upsides are that you can access Salsa CRM from any web browser, so it’s not necessary to have a program downloaded on your computer. Análise coletada por e hospedada no G2.com.
I find reporting to be very challenging and even just finding a record can be a chore. It’s not user friendly and it really isn’t a true CRM. If it were, there would be far more functionality and things could be better automated. Análise coletada por e hospedada no G2.com.
