We are excited to have latest cohort of 6 trainee’s mums start their work experience next week providing 36 free days of salesforce support to charities.
As part of our social enterprise mission at Economic Change we are supporting mums into work and charities to access subsidised support for Salesforce implementations with our Salesforce Supermums Programme– it’s a perfect blend for our consultancy, which everyone is excited about including our team, trainees, clients and partners including Salesforce.org and the Sage Foundation!
So how does it work?
After 3 months in training the trainees are flexing their newly honed Salesforce admin skills in real life projects. To get them ready for work experience they have benefited from expert instruction from Clio our programme trainer (previously a senior instructor at Salesforce), Salesforce.com guest speakers, completed 40 trailhead badges, and practiced their skills in a dev org.
Over the next 6 weeks the trainees will be putting into practice their salesforce admin skills, applying different admin skills each week to build a real Salesforce platform guided and mentored by our in-house team. They do all the admin work virtually from home committing 14hrs a week around childcare responsibility. Our senior consultants lead on the design of the Salesforce platform and produce a workbook for the trainee to give them clear guidance and instruction on what to build.
The finished Salesforce product will support our charities with their fundraising, volunteer management, IAG, social service solutions plus more!
Since the launch of our Salesforce Supermum Programme in November 2016 it has so far supported 19 charities with 91 days of free support, delivered by 13 trainees.
With the combination of experience, training and confidence we are successfully placing our graduate mums into work – check out our latest case study with Jen!
We can’t wait for our latest trainees to get started and the charities on their way to using salesforce to achieve economic change – using reducing admin, increasing income and achieving greater impact.
If you would like to discuss getting involved as a mum, a charity or an employee contact Debra@economicchange.co.uk
With increasing attention on GDPR, data compliance, security and customer intelligence, the traditional role of a Salesforce Admin is quickly evolving into a Data Manager with more responsibility for the organisation’s data.
At Economic Change we have been helping our charities to shape the internal responsibilities of their Data Managers, and to recruit Data Managers through our Salesforce Supermums Programme – check out our recent Blog featuring its first graduate Jen, who joined the SRA as their Data Insight Manager.
A data manager doesn’t need to be a full-time role for a small charity, so think about looking for flexible, qualified professionals who want part-time work – it’s exactly why we started training up mums as Salesforce Administrators. If you would like to consider a mum as a part-time Data Manager, then you can speak to Debra@economicchange.co.uk
If you are interested in mentoring support for your internal Salesforce Admin to develop them into a Data Manager, then check out our mentoring support contracts here.
Having held Senior positions in banking, most recently as VP for an International Investment Banking Group, Jen was keen to return to work after having a family, but struggled to find flexible roles at the level of seniority and pay that she’d previously been used to. She had significant experience in managing in-house CRM systems, but found that her experience didn’t translate directly to the flexible job market. This limited her options for flexible, financially rewarding roles which worked well with her family commitments.
Then last year, Jen came across the Supermums Programme. Firstly, she researched Economic Change to check its credentials, and then the Mason Frank website to search for Salesforce roles and salaries, to ensure that the reality of becoming a Salesforce Administrator matched the promise that the programme was making. She then contacted the Programme, and after a chat with the programme manager she signed up for the 6 month course.
Jen says: “I knew it would be a challenge to get through the course, but I knew I could do it – my background and experience lent itself perfectly to the Salesforce universe. And having such a universally recognised qualification was exactly the springboard I needed.”
As well as professional training, insight from Salesforce.com experts and mentoring, a key part of the course involved working on live Salesforce projects building Salesforce CRM systems for Charities and Non-Profits. This gave Jen practical, hands-on experience, and meant that when taking the Salesforce Administrator exam, she could apply her practical working knowledge of the implementations she’d been a part of.
Following the course, Debra our dedicated resourcing manager is tasked with placing mums into job roles. Debra worked with Jen to find a suitable role and placed her into a flexible role at the Sustainable Restaurant Association (SRA) – a perfect fit with her experience and interests, where she now works as a Data and Insight Manager managing their Salesforce system.
Employers – Interested in hiring one of trainees, then please contact Debra@economicchange.co.uk
Providing free support has its implications. Demand is high and quite often resource is limited. It’s also a competitive and selective process. To help you quickly sift and filter suitable applicants, you can introduce initial EOI online forms* on your website to check eligibility of applicants. Those which meet the initial eligibility criteria are then emailed an online application form to complete. You could limit the number of applications you receive and cap entries. If an online application has a set of open and closed questions, a CRM can enable more quantifiable questions to be quickly sifted against criteria to shortlist suitable applicants within the CRM.
An increasing number of applications inevitably increases need for more assessment resource. You could expand access to your CRM via Salesforce Community Licenses to give external stakeholders the ability to login into the CRM to access and read applications and to complete a series of fields related to assessment criteria. This approach ensures transparency and consistency in the assessment process and speeds up administration for all those involved. If you don’t want to invest in community licenses, you could invest in Conga Composer, to enable you to print off applications in bulk!
You could create an online directory of grantees which exposes data from Salesforce to share with others, or to introduce a Salesforce Community with public and private chatter groups to help grantees develop partnerships for B2B sales, referrals or tenders.
If you want to offer training, consultancy or mentoring, you can use Salesforce to gather information about organisational need, match suitable consultants/volunteers and track deliverables around this support. You could also use online forms or community licenses to empower the stakeholders who deliver the support, to feedback on their deliverables and subsequent outcomes of the beneficiary.
If you want to monitor the impact of your support, you can create online reporting surveys that trigger at timely intervals by email, to request impact data back from grantees. Once the beneficiaries have completed their report, the data is automatically entered into the CRM system and aggregated into an impact analytics dashboard to give the big picture.
*Online form tools mentioned above include the use of Form Assembly and Clicktools, or alternatively a visualforce page within a Salesforce Community environment. We’ve found these have been the best solution for our clients.
Check out what some Grant Makers have to say..
“The Fore is based on a funding model successfully piloted by the Bulldog Trust and Golden Bottle Trust between 2012-2016. The pilot showed strong results as well as high demand from small charities, and so the founding funders decided to scale up the model. With scale as the aim, it was crucial that The Fore’s funding processes and grant-making systems would be compatible with growth. The Fore invested in Salesforce and worked with Economic Change to customise it to meet its needs.
The Fore runs several open application processes a year and experiences very strong demand, so it is important that the registration process—which is managed via Form Assembly—can be capped. During the first funding round 400 charities registered within 26 minutes, and the cap worked perfectly. The information generated during the registration and application process is captured and categorised in Salesforce. Applications can then be grouped and shared with consultant grant assessors, who document their assessment on the system. They work on the system through a limited Community License, which keeps the costs low. The due diligence process contains several stages, and all assessments are captured in Salesforce. This can be quality controlled by the Head of Grants, before generating funding panel reports via the use of Conga for the decision-making panels. Monitoring and payments are also managed via the system, making it a highly scalable end-to-end process.”
“Salesforce CRM has revolutionised the way Plunkett supports the communities we work with. It has enabled us to manage the whole process, from allocating consultancy support to awarding bursaries to start-up community co-operatives, more effectively and efficiently and has meant we can support even more community co-operatives to begin trading. Using a third party online form app has meant we now have a closer relationship with communities in determining their impact on the communities they serve. The expertise of Economic Change and their understanding of what Plunkett wants to achieve means we have not only been able to implement a system that fits our needs and greatly improves Plunkett, but we also now have the confidence and ideas to develop our Salesforce CRM further.”
Contact us today to find out how Salesforce can help your organisation.
To keep the momentum going, we’ve a number of events & webinars, and Heather will also be out and about talking about Impact this Summer. Have a read, have a watch, come and see us. Join the movement!
Read our Blog on Salesforce for Programme Delivery and Impact Management.
Watch the latest webinar on Programme Delivery and Impact Management from Heather’s talk at Salesforce World Tour.
Come and see Heather speak at her slot ‘Communicating your Impact’ at the IOF Fundraising Convention on Wednesday 5th July, from 11.45 – 12.30.
Our training is for organisations who want to develop a framework, reporting process and system for measuring the social and economic impact of their projects.
Join our face to face workshop or online training course to learn the ten steps to Measuring Impact, which will support you to develop your Impact Measurement Framework. The content covers the following topics:
During our face to face workshop we will support you to apply the learning to your own project or organisation, allowing time for discussion, reflection and peer support. For this reason we keep our workshops relatively small with an average of 8 people
Our online training programme is for individuals who are supporting organisations to develop an impact framework, assess and embed monitoring tools and systems to help monitor performance real-time and evaluate the socio-economic impact of their work. The programme consists of three courses available online via our Litmos LMS System. The courses consists of written content and videos, all accessible on-demand virtually via the web or mobile. Each course can be purchased seperately for £100 plus VAT.
Learners will have access to the course material in the LMS system for a 1 year period.
During our client workshops this month, we are quizzing them on the information they want to collect and hold about their contacts. We encourage them to really evaluate the ‘must have’ information, against the ‘nice to have’ information, and to gain clarify on the value, significance and use of every data field that exists in their CRM.
If there are too many fields, it’s often the case that staff won’t fill them all in. An empty database with inadequate out-dated information is pointless. So it’s good to regularly re-valuate, rationalise and review your data collection needs.
We encourage you to look at the information you hold about your organisations and contacts – and the 360 degree view you aspire to achieve, and evaluate the criteria below:
Compulsory fields – what is the absolute minimum you must hold on a stakeholder to make the information any use to your team and to ensure you understand their communication preferences?
Core fields – What is the information you should hold about stakeholders to make their records valuable to your team for business development, customer intelligence or quality review?
Segmentation – How do you segment your stakeholders – by interest, by job role, size, or relationship with your organisation? – how do you filter your contacts and know how and why to engage with them?
Communications Preferences – How does organisation reach out to people, and how do you know how to contact people? What are the best methods and ways of reaching your audiences? How responsive are people to these different methods?
Intelligence – What external information might you collect, or information you gather about your stakeholders to help you understand them better? Is this external information in the public domain, is it acceptable information to hold about them?
Level of Relationship – what is the level of interaction you have had with a stakeholder – are they a donor, volunteer or beneficiary of your organisation, or have they just signed up to a newsletter. How do you move people through a funnel of engagement with you?
Engagement Level – What level of engagement have the customers had with you. How many years and how much have they donated? How many years and how many hours have the volunteered? How many services and hours of support have the benefited from? And what has been the impact and outcomes of this intervention?
To help implement a CRM to manage your contacts and organisations and improve your management of contact information, then contact firstname.lastname@example.org.
To watch our free data protection webinar click here.
An internal Salesforce Admin needs to think strategically, upward manage, and educate people in Salesforce and customisation.
A Salesforce Admin should also apply these three key elements, to give the CRM implementation the best chance of success:
At Economic Change, we champion all three elements within our projects, and equip our Salesforce Admins to adopt these practices by providing mentoring support and training.
Each of these elements is a skilled discipline in its own right,
Owing to the popularity of our Supermums Programme, we are thrilled to introduce to you Clio, our newest team member.
Clio is an experienced Salesforce Administrator and Trainer. She started her career in Cloud Computing in 2003, as Salesforce.com Senior Instructor and delivered the ADM 201 training course regularly in Dublin, London and Europe. Following this, she moved to Barcelona, Spain and worked as a Salesforce Administrator and Trainer for 8 years. Clio speaks Spanish and German fluently.
Clio will be supporting our Supermums, delivering training, support and mentoring throughout their 6 month training course.
During their participation in the six month course we equip them with training, work experience and mentoring. They will have completed multiple Trailhead badges and completed their Salesforce Administrator Certification. They will also have learnt about different Third Party Apps and gained knowledge of Agile Project Management, Change Management and Business Analysis.
Clio says of her new role: “This is such an exciting opportunity for me. To be able to train other like-minded mums in Salesforce. I’ve been through it myself, so I understand the challenges of being a working mum and finding flexible work. With Supermums, it really is possible.”
Economic Change is working with leading data protection expert Paul Ticher to help non-profits prepare for the changes in Data Protection. This includes a rethink about their contact management and communication strategies and implementing secure and robust CRM systems to manage processes and adhere to compliance.
During our online webinar Paul Ticher, one of the country’s leading experts in Data Protection in the voluntary sector, shared his expertise about the upcoming changes in the Data Protection Regulation, and how it could affect your contact management and communication practices.
He discussed Data Protection in the light of the ICO’s recent enforcement actions and public pronouncements, as well as the GDPR requirements that are most likely to affect small and medium-sized voluntary organisations
Economic Change will sharing best practices in terms of managing contacts and communications using CRM databases such as Salesforce and integrated systems , to achieve a compliant and structured approach across an organisation across departments.
During these sessions we will be demonstrating how you can use Salesforce CRM and integrated third party apps to assist your team to effectively manage delivery of programmes and monitor outputs and outcomes to demonstrate social impact. It will help you to turn a theory of change into a full impact management solution.