Salsa CRM

Salsa CRM has been essential in making sure that our organization has run smoothly since inception. The product allows us to grow into new features as we grow as an org.

Reporting and corresponding can be tedious at times but improvements to both have been made over time.

It is way more user friendly that what we were using before = ETapestry but then, it's ETap so go figure.

We are in process of conversion and here are my initial thoughts:

1) pay the extra money and have someone help you unless, you don't have that many constituents.

2) I was extremely disappointed. When migrating business or organizational contacts over, you will lose multiple contact names, period. They only let you migrate ONE name over which is contained in ONE text field box. This means if you ever want to do a mailing, there will be NO way to address a letter as Dear Ms FIRST NAME. This is so dumb.

3) You don't get to decide which accounts you want to split or keep intact. Once you send over your conversion template, any and all names that contain an "&" or "AND" get automatically split into two accounts. This includes organization contacts. So if you have a business IE: Brown & Smith Attorney at Law, you are SOL.

4) I could not figure out why they had Organziation TYPE and Individual TYPE on each account. In my experience, and account is either an ORG or an IND period but, here is the rub. YOU CANNOT add contact names to an existing ORG record. You have to create a seperate record and then link each IND to that ORG. So for multiple organizational contacts, they will be set up as INDIVIDUALS. The only way to sort out this mess, is to use the TYPE or ORG or IND. This is where you will list your indivuduals as say, BUSINESS CONTACT, CHURCH CONTACT, etc. This is a huge cluster &^#. Now I get why they don't let you sample the database before buying.

Copying previous emails makes it very easy to create new ones. Once you learn the functions, it is simple and straight forward to create emails.

It would save time if brand colors could be saved to a palette for fonts and background colors in emails so that it isn't necessary to type them in each time I create a new row or title. I have repeatedly found that the text adds a return prior to completely filling a line. I have removed formatting, and it doesn't change this problem.