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Full Salsa Donor Management Software review – all you need to know about Salsa Donor Management Software

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Salsa Donor Management System
Salsa Donor Management System

What truly sets a great company from the rest is the way they handle their business operations. There are a wide variety of tools out there which help businesses handle their operations more professionally and in a much more organized manner. One of these tools is Salsa CRM which is one of the best CRM based tools on the market today. It boasts a wide variety of technical features which make it one of the best tools of its type in the market today.

In this article, we shall be discussing the innate details of the Salsa CRM tool which make it the very best in the market today. Let us now discuss further.

What is Salsa CRM?

Customer relationship management is one field which has gained a lot of emphasis in the past few years. This is because companies now pay a lot of emphasis on the way they handle their customers. After all, the customer truly defines the company. While some companies have still not upgraded their existing business models to handle the rising demands of modern age customers, there are a few which actually have. This is through the use of certain CRM tools which help enhance the experience the company offers to their customers.

Salsa CRM is certainly a well-established name in the market. Ever since its release, it has gained a lot of traction all thanks to its superior technical features and brilliant user interface as well. So, let us discuss the exact meaning of what Salsa CRM is all about.

Salsa CRM can be thought of as a rather powerful CRM management platform suited for any type of company out there. Using this platform, a company can now enjoy benefits such as:

  • Enhanced customer management
  • Generation of highly customized reports
  • Handling of effective fundraising campaigns
  • Track business-related entities such as donors, attendees, employees, and concerned board members as well.

It comes loaded with certain online engagement tools which are easily responsive to mobile platforms. They also come equipped with emails which are compatible along with online forms as well. As a business owner, you can now easily monitor the outreach on any device which includes both desktops and mobiles as well.

Furthermore, the generated reports can be customized as per the device you are using to view them on. The Salsa CRM is not just built for corporate ventures but specifically for nonprofits who wish to enhance their operations. The customizable options offered by the Salsa CRM platform are aplenty and can suit any type of nonprofit out there. The individual needs of any organization are easily met all thanks to the plethora of features which the Salsa CRM platform offers.

Workflows of Gift cultivation can now be customized rather easily and this means that you can create tons of reports with n number of customizable fields as well. You can now query almost any possible data which may aid in more insightful reporting.

Considered as a boon for nonprofits, the Salsa CRM platform is certainly the best of its kind in the market out there. We will discuss the innate details of this great CRM platform. Read on to find out more!

Benefits

Every good CRM tool available in the market offers a wide range of features to the user. Most of these benefits or features are mere promises which go unfulfilled when the tool is put to actual use. That’s not the same when it comes to the Salsa CRM platform which offers a wide range of benefits to its users.

As per a host of customer reviews posted on the internet, it was found out that the Salsa CRM platform is the most preferred CRM tool for nonprofit organizations. It is highly customizable and suited for any type of setup out there.

So the big question is “What benefits does Salsa CRM offer to its users?” This question will be answered completely in this section.

Some of the salient benefits offered by the Salsa CRM platform are as follows:

  • Using the Salsa CRM platform, one can ensure a much more effective management of their campaigns.
  • Nonprofits can now easily track their monetary donations with the use of the Salsa CRM platform.
  • Earlier considered a nightmare for nonprofits, management of gifts too is all the easier using the Salsa CRM tool.
  • You can also manage grants rather easily as well.
  • Donations such as mobile donations and online donations too can be easily managed.
  • Management of volunteers too is all the easier using the Salsa CRM platform.
  • Furthermore, you can also ensure a better generation of reports and statements.
  • The added analytics dashboard too comes in handy at times.
  • You can check the responsiveness of your official website all thanks to the added A/B testing feature on the Salsa CRM platform.
  • Lastly, social publishing along with email marketing campaigns can now be carried out in a much more organized manner.

Features

Time and again, the Salsa CRM platform has garnered a plethora of positive reviews ever since its release. Many point out to the flexibility it offers, while some say that it’s all due to the features embedded into the platform. While all holds true, the most important part of it all is that it offers some of the most in-demand features demanded by modern-day nonprofits.

Gone are the days when nonprofits relied on ancient means to run their operations. A lot has been praised about the Salsa CRM platform which is mostly in regard to its brilliant feature list.

In this section, we shall be dwelling into the innate aspects of the Salsa CRM platform specifically in terms of the features offered. They have been listed after multiple hours of reviewing and researching by our panel of experts. Let us now find out more!

The salient features of the salsa CRM platform are as follows:

When the size of a nonprofit organization increases, so does the complexity involved in running it. A lot has been spoken as to how Salsa CRM makes life easier for nonprofits out there. With the help of the platform, you can now easily manage all your organizational supporters into one platform. The tool also ensures that data in regard to the interaction of donors too is brought together as well. With the use of this feature, the Salsa CRM platform allows the creation of such supporter files. This, in turn, results in much better communication with the donors. It also ensures that the donors receive relevant and timely messages to the queries they pose to the parent company.

Another notable addition to the feature list of the Salsa CRM platform is the creation of an unlimited number of fields for entering records. You can also search these records when the time comes for reporting.  In case you need to keep a close track of the donations you receive along with the tie donations in connection to certain campaigns, you can easily access them with the click of a button. You can also ensure that you maintain a long-term relationship with your donors. This can be done by carefully identifying and fostering contacts which are very well in your long-term goal plans.

Furthermore, you may also create a step by step workflows for everyone in your organization to follow. This can also pose as an upgrade to particular prospects who could well turn out to be major donors in the future. You can now easily organize your supporter base into targeted lists along with certain contacts tracked at the end of each stage. Using this, you can now easily elevate the overall value of each interaction. This can be done by connecting your supporter base to the right messages and at the right time.

Cultivation reports can generate gift forecasts from major donors and also perform certain tasks such as:

  • Maintain a close track of alumni-related campaigns
  • Easily track efforts in regard to sponsorships
  • Track other related projects as well.

Furthermore, you can now easily integrate your system with wealth management tools such as Donor Search and Wealth Engine. These tools are extremely useful when it comes to generating highly detailed insights to your supporters.

The Salsa CRM tool can also convert the website traffic to your site into useful contributions. This can be done with the provision for donor friendly web pages which makes it easy for people to donate. All these pages are very much mobile-based as well.

With such provisions, the Salsa CRM tool helps enhance your overall conversion rate which also creates a rather seamless experience for the donors to your organization. You can also customize the donation form as per the requirements of your business. You may choose to use specific fields and also allow incoming donations which can be in the form of one time donations or even in the form of recurring donations.

Such provisions aren’t provided by many CRM tools out there and the fact that the Salsa CRM tool is tailored made for nonprofits, the demand for the product is pretty high.

Pricing

We all know that nonprofits are entities who are walking a tightrope when it comes to their budgets. They have limited money at their disposal and hardly have any of it for carrying out their long-term missions and goals. Hence, it becomes all the more necessary for nonprofits to not spend too much on things which are unnecessary for their setup.

There are a wide variety of CRM tools which have been made specifically for nonprofits but the problem is that they offer features which are not required by most organizations. At the end of the day, you pay for features and services which you don’t use at all. You are talking about money which could’ve been spent somewhere more productive. The golden rule is that a nonprofit must pay for only what they use and not a dime more for features they don’t make use of.

The makers of the Salsa CRM platform have kept this very point in their mind. They offer a very client-specific payment plan which depends on the client’s requirements and needs.

The final quoted price is generated only after a proper matching between the client’s requirements and features available by the company are done. At the end of the day, the client is happy because they only pay for what they use.

The Salsa CRM plan is offered to the clients in the form of either the SMB and enterprise packages. These packages are then adjusted to the needs and requirements of the incoming client.

If you are an interested client to the Salsa CRM platform, you will have to contact the company for additional details. This can be done by reaching out to them via various communication channels which have been mentioned in this article. It’s all the more simple!

Technical Details

Just as every other CRM tool out there, the Salsa CRM platform too comes loaded with some preset technical features. These are the features which set the Salsa CRM platform apart from the rest of the tools available in the market today. Let us now discuss the technical details in innate detail below:

Devices Supported

A good CRM platform is one which is operational on a number of platforms and devices. The Salsa CRM platform is certainly the best in this regard. You can now enjoy the Salsa CRM platform on platforms or devices such as:

  • Windows
  • Linux
  • Mac
  • Web-based

Language Support

The Salsa CRM platform is usable in only one language and with that being the English language.

Pricing Model

You can now purchase the Salsa CRM platform on a quote basis. This way, you don’t have to pay for what you don’t wish to use.

Customer Types

The Salsa CRM platform is usable by a wide variety of clientele out there. Some of the salient types of clients which utilize this platform are:

  • Small Business
  • Medium Business

Deployment

The Salsa CRM platform can now be deployed in the following ways:

  • Cloud Hosted

Support Details

One of the highlight features of the Salsa CRM platform is that you can enjoy unparalleled customer care support from its makers. In case you do have any query or discrepancy in the usage of the platform, all you have to do is contact the company using any of the below-mentioned communication channels. Once a query has been sent to them, an executive from the company will reach out to you with the solution at the very earliest. It’s all that simple. The various communication channels which you can make use of are:

  • Email
  • Phone
  • Live Support

Conclusion

All in all, the Salsa CRM platform is the best of its kind in the market. This is due to the fact that it is very economical and surely helps in enhancing the operational efficiency of modern-day nonprofits. It certainly is an investment worth making.