Which package is right for you?
Answer this short survey to gauge which package is right for you
Name
*
First Name
Last Name
Email
*
example@example.com
Organization
*
1. How long have you been using Salesforce
*
We are not using it yet
1-3 years
3-5 years
5+ years
2. How many users do you currently have in Salesforce?
*
Less than 10
10-20
20-50
50+
3. How many contacts do you have in your system
*
0-500
500-1,500
1,500-4,000
4,000-10,000
10,000-30,000
30,000+
I don't know
4. Approximately how many gifts are in Salesforce from the past five years?
*
1-1,000
1,000-5,000
5,000-10,000
10,000-50,000
50,000-200,000
200,000+
I don't know
5. How many custom objects have been built in your system, not in apps from the app exchange?
*
Less than 5
5-10
10+
I don't know
6. How many automations does your system currently have?
*
Less than 10
10-15
15+
I don't know
7. Which apps/integrations are you currently using? (select all that apply)
*
Donation integration app (automates gift entry from donations made online)
Document Creation/Merge (Apsona, Conga Composer, S-Docs, etc.)
Accounting Integration (Accounting Seed)
Duplicate Management
Custom Zap
Not Sure
No integrations at this time
8. Which Salesforce NPSP Add-ons are you currently using?
*
Volunteers for Salesforce
Program Management
Case Management
Outbound Funds
Grants Management
Experience Cloud
Marketing Cloud
Pardot
Elevate
None of these
9. Do you have a designated database administrator? (Someone who has database management in their job description)
*
Yes
No
10. Please rate your designated database administrator's Salesforce knowledge?
Beginner
Intermediate
Advanced
Expert
10. Who is currently responsible for putting data into your Salesforce System?
Someone in Marketing
Someone in Development
Someone in Accounting/Operations
Other
11. How often do you need/wish you had help with your Salesforce system?
*
Just occasionally (with automations and complex reports)
When we're building something new
On a regular basis (custom reports, creating users, building dashboards/automations, etc.)
Other
Submit
Score
Calculation
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