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Hart Square’s Definitive Guide to Salesforce for Non-Profits

At Hart Square we’re completely agnostic when it comes to the technology choices our non-profit clients make, but we’re deeply familiar with the options available to them. We spend a lot of time and effort researching the market and keeping in close touch with the many agencies who offer solutions to the sector. The research we do includes monitoring trends as reported (or suggested) but also involves our own discussions with clients past and present, and across our extensive network of contacts within the sector.

Since the early 2010’s the so-called platform solutions have competed with specialist proprietary providers to deliver systems to the sector, and the most well-known of those are Salesforce and Microsoft Dynamics. Looking across the piece we see the strengths, and weaknesses, of platforms and proprietary offerings, and we work hard to help clients choose the right solution model for their needs, so we deep-dive most of them.

What we’ve found over recent years is that whilst we’ve learnt and understood a lot about how Salesforce.org approach the sector, and we consider it to be a strong proposition for non-profits, this isn’t something which the sector as a whole has embraced to the extent we might expect.

We decided to dig a little further to make sure we’re able to give our clients best advice. That’s the genesis of the idea for this Definitive Guide, which is our overview of the Salesforce.org proposition in 2020.