canstockphoto25544153Apply for free days of CRM support for your small charity.

Economic Change CIC is a social enterprise on a mission

We provide support to charities and other social enterprises to help them become more
effective for their causes.

We believe passionately in our social model, and we have created a career development programme for female returners to work, looking to train as Salesforce Administrators.buzzword_icons_salesforce_superhero_mum_round_v2SF-Admin-Certified

As part of this programme the trainees undertake work experience to develop their practical experience with mentoring from our senior staff.

We are looking for small charity projects that our trainees can work on when they have reached a certain standard of proficiency. The trainees will be directly managed by our senior management team who will lead on the implementation with the client so high standards are maintained.

The Discounted Opportunity – The opportunity offers typically up to 6 days of free support to charities on a minimum 12 day project. A minimum of 6 paid days will be delivered by our in-house team delivering business analysis, project management and training support, and up to 6 free days will be delivered by our trainee administrators who will build the system.

A minimum package would therefore be be 6 paid days and up to 6 free days. 

As of August 2017, 19 charities have benefited from this scheme accessing 91 days of free support. 

Salesforce CRM software costs are free for charities with less than 10 users, you can apply for 10 free user licenses via the Saleforce.org Power of Us Programme.

What type of projects are we looking for?

The implementation needs to be achievable for our trainees, so we are focused on projects that will utilise Salesforce Administration skills, rather than developer or third party app skills.

The project would be focused on developing your Salesforce instance to manage your stakeholder contacts and interaction using standard and custom Salesforce objects, with basic customisation work and possibly data import depending on the complexity of your existing data.

The project would be focused on implementing Salesforce to manage specific business services e.g. HR, Service Delivery, Volunteer Management, Impact Measurement, Sales or Fundraising.

To find out more about the package by requesting our information pack below.

Find out what Salesforce can do for you by clicking here.

The scope of the work would need be defined within the scoping meeting with our consultant, and requirements agreed that fit within the budget.

 

If you are interested in a free consultation and demo of Salesforce CRM to understand how it could meet your requirements – please contact Debra@economicchange.co.uk 

Which charities are eligible?  

We are looking to offer this opportunity to:

  • A registered charity with a turnover of under £1m and 10 or less staff
  • London or East Sussex/Brighton based charities located near our offices, but if outside these catchment areas travel can be charged at an additional cost.
  • Charities who are new users to Salesforce CRM and are yet to use the system.
  • Charities who are committed to the implementation and are willing to commit a minimum budget of £4,500 (plus VAT) for 6 paid days of work.
  • Charities who can progress and complete their implementation over a three to five month period. Our trainees are only available for 6 weeks to do the build, so projects need to be managed to be delivered within a set timescales.

Applications will be reviewed on a first come first served rolling basis with acceptance based on suitability and capacity. We start discounted charity projects four times a year, contact debra@economicchange.co.uk to find out more.

Why is there a cost?

From experience we find free support isn’t always valued, and the success of an IT project depends on the quality of design and adoption by the charity . We want our projects to be successful, so our experienced in-house team of consultants will lead and deliver paid work on the design and implementation of the CRM with the client, but manage our trainees to customise the database. We are therefore offering up to 6 days on the project for free. The charity would pay for a minimum of 6 days.

50% of the project fee will be payable in advance of the project and 50% on completion of the project.

Eligible charities will be selected on a first come first served basis. The number of charities we can select for this programme will depend on the number of trainees we have available. We will hold a telephone call with all applicants to assess suitability.
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This initiative is part of our commitment to Pledge 1% –  a corporate philanthropy movement dedicated to making the community a key stakeholder in every business. Pledge 1% encourages and challenges individuals and companies to pledge 1% of equityproduct, and employee time for their communities.

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