on 21 Mar, 2020 02:04 PM
Sue, Salesforce is not a project manager without tons of money in
development. We will be using it for the intricacies of grant and donor
management, sales leads, etc. but it's task management is weak!
I used Dooster in previous job. I miss it horribly. Will be signing up
soon! The email integration for the team alone is worth the money.
on 21 Mar, 2020 08:20 PM
Ed!! I hope you are well - literally and figuratively.
I will have a look at the simple CRM but we have already implemented some
aspects of Salesforce and it looks like there's no going back. The boss
kind of insisted on it. I work for a nonprofit and Salesforce gives us ten
free licenses for their Nonprofit Success Pack. It's like their basic
business version plus the whole donations and grants aspects. Dooster CRM
might be just what we need for leads right now. Salesforce is ridiculously
complex and complicated. There are no customizable templates to get you
started. It's build from the ground up. We are a nonprofit community
development lender and work with mostly low-income folks that will need us
now more than ever.
Do take care. We are expecting a "Shelter in place" order any day now and
at this point Louisville, Ky seems to be compliant with the voluntary