The synagogue would have control over what actions the members can perform within the portal, and access is granted by invitation-only.
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Zoho CRM Enterprise edition (required for sandbox, Connections, Functions, Custom Modules and Schedules) includes a portal that allows up to 10,000 synagogue members to login and update their details. Salesforce would not tell me the pricing structure for this product, but I assume it would be based on the number of synagogue members wanting to login and update their personal details. This product is not included in the Power of Us program, so would incur an add-on fee. Salesforce stopped its portals for new organisations in 2013 and introduced a new offer instead – Community Cloud. One synagogue wanted their members to be able to update their own personal data within the CRM, which is typically achieved via a customer portal.
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Salesforce Free Licences Do Not Include Customer Portal The Zoho licence cost can be further reduced by paying annually, rather than month-by-month, and by requesting a discount for charitable organisations. They enjoy a predictable monthly invoice based on the number of Zoho CRM users, which can be calculated off Zoho’s website.
The Zoho implementation for Beth Shalom has incurred zero support costs during the past 4 months since go-live at the end of March 2020. For the past 7 months, where no major new features have been implemented, the average cost of the implementation partner has been $900 per month. Sugar is a competitive product to Salesforce.
To give an example of maintenance cost, I project manage a Sugar implementation for a client in London. Not only is this frustrating for users, you must again engage the services of a partner to diagnose the issue and fix it. With each update, there is the risk of customisations “breaking”. Large SaaS products like Salesforce release quarterly updates to fix bugs and release new features. The cost of implementation does not stop at go-live. Complicated Implementations Need Ongoing Support The new CRM automates this process, so one ROI calculation could be to compare the cost of engaging the accountants in the year leading up to the new CRM versus the year following the implementation. Given a typical synagogue is run not-for-profit, their ROI will be small, so the implementation cost should reflect this.īeth Shalom uses an external accountancy firm to create their membership invoices. Zoho implementations can be achieved by a single person, an independent contractor like me. The implementation I did for Beth Shalom in Cambridge cost £4,500 and took place within a single calendar month, from requirement gathering, through design, build and handover with user training. To see whether the cost is worth it, calculate what ROI you are looking to achieve. Salesforce lends itself to complicated projects, hence the high cost of implementation.
The international Q&A site, Quora, served up a great article that said “implementation can require anywhere from $5,000 to well over $80,000”. Salesforce implementations are typically achieved by certified partners - teams of people, comprising consultants, solution architects, customer success managers, account managers, business analysts, developers, testers and trainers. One Salesforce partner, registered since 2008, told me (in July 2020) that “implementation services start from $15K + licenses”. Complicated Requirements Are Expensive to Implement
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I found details of how to apply on their community pages and one example of where 15% was offered. Zoho offers a discount for non-profit organisations, but does not advertise it. The Power of Us program includes 10 subscriptions to their ‘Sales and Service Cloud Enterprise Edition’. On this basis, I compared the Power of Us program to what Zoho could offer. The people using the membership database to create invoices and send newsletters are generally volunteers from within the synagogue, not people with a long career as a charity professional. Synagogues are generally not global organisations aimed at increasing donations with targeted messaging and large-scale fundraising activities. In addition to business-as-usual, the synagogue can arrange classes that members can pay for and increase their knowledge about their faith and God. Members typically pay an annual membership fee and volunteer their skills to set an example of holiness and ethical behaviour to their local community. This analysis was performed for the specific use case of managing the membership of a synagogue.
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