⚡ Free Assessment

NPSP or Agentforce Nonprofit (formerly Nonprofit Cloud)?
Find your answer.

Answer 10 quick questions and get a personalized recommendation — with the reasoning behind it.

📈 Data-driven

Based on your org's unique profile & goals

⚡ Takes 3 minutes

10 straightforward questions

💡 Actionable

Clear next steps, not just a score

Developed by Modelit — Salesforce consulting specialists for nonprofits

Question 1 of 10

How large is your team?

Count all paid staff — part-time and full-time.

👥
Under 5 staff Small but mighty organization
👥
5 – 15 staff Growing organization with defined teams
👨‍💻
15 – 50 staff Mid-size with multiple programs or departments
🏢
50+ staff Large organization with complex operations
Question 2 of 10

What's your annual revenue?

This helps calibrate the right level of technology investment for your organization.

💵
Under $500K
💵
$500K – $2M
💲
$2M – $10M
💰
Over $10M
Question 3 of 10

How long have you been on NPSP?

Time on NPSP shapes how much is invested in the current system.

📅
Less than 1 year Recently implemented — still getting settled
📅
1 – 3 years Familiar with the system, still evolving
⌛
3 – 7 years Mature setup with established processes
⌛
More than 7 years Long-tenured — significant history in the system
Question 4 of 10

How customized is your NPSP?

Think custom fields, Flows, Apex code, reports, and integrations.

📦
Minimal — mostly out of the box Few custom fields, standard reports, no custom code
🔧
Moderate customization Custom fields, flows, some reports and automations
🛠
Heavily customized Significant Apex code, complex automations, custom integrations
Question 5 of 10

Do you need program or case management?

Tracking participants, services delivered, or case outcomes — beyond just fundraising.

✅
Yes — we use Salesforce's Program Management Module (PMM)
🔹
Yes — we need this but don't have it yet We manage programs or clients outside Salesforce today
❌
No — we're primarily a fundraising organization Our focus is donors, gifts, and campaigns
Question 6 of 10

What challenges are you running into?

Select all that apply. Honest answers lead to better recommendations.

📈 Limited reporting & analytics
Hard to get the insights we need
📋 No built-in program management
Managing programs outside of Salesforce
🖥 System feels outdated
Clunky UI, slow adoption by staff
🔌 Integration headaches
Connecting to other tools is painful
🚀 Can't scale with our growth
System slows us down as we grow
🤖 Missing AI & automation
Want predictive insights and smarter workflows
🪝 Confusing data model
Hard to explain or maintain our data structure
🟢 NPSP is working well for us
No major complaints at this point
Question 7 of 10

What capabilities matter most to you?

Select your top priorities for the next 2–3 years.

📋 Program & case management
Track participants, services, and cases
🎯 Outcome & impact tracking
Measure and report on mission results
🤖 AI-powered donor insights
Predictive analytics and smart suggestions
🌟 Modern, intuitive UX
Better adoption, less training overhead
💰 Advanced fundraising tools
Gift commitments, tributes, gift entry
🚀 Enterprise scalability
A platform that grows with our ambitions
Question 8 of 10

What's your Salesforce admin capacity?

Migrations require someone to manage the process — internal or external.

👨‍💻
Full-time dedicated Salesforce admin
🤸
Part-time admin (wears multiple hats)
🤝
We rely on a Salesforce partner No in-house admin — using a consultant or MSP
❓
No dedicated admin capacity
Question 9 of 10

What migration budget could you allocate?

Moving to Agentforce Nonprofit (formerly Nonprofit Cloud) is a re-implementation — not a free upgrade. This covers services, data migration, and training.

🚫
Not currently budgeted
💵
Under $50K
💲
$50K – $150K
💰
Over $150K
Question 10 of 10

When are you looking to make a change?

Timing affects what path makes sense right now.

🔴
No plans to change right now NPSP is fine — just exploring
🔵
Actively exploring our options Doing research, not committed to a timeline yet
🟠
Looking to migrate within the next year Ready to plan and execute a migration
🟢
We need to move ASAP Urgency — contract, compliance, or growth is forcing our hand