Latest News - Economic Change

Mums support charities to embrace Salesforce

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 and the Sage Foundation!

Our benefiting charities for this trainee cohort include: Justice and Care , Mission Housing, Aspire Oxford, Centre for Better Health , Herts Viewpoint , and Made in Hackney

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), 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 Outcome… 

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.

Get involved

  • Mums – our next course starts on the 12th Sept or November. Apply here
  • Charities – our next charity discounted packages will start in November or January. Apply here
  • Employers – Let us know if you are looking for a part time professional to support Data Management and Salesforce Admin.

If you would like to discuss getting involved as a mum, a charity or an employee contact

Latest News - Economic Change

From Salesforce Admin to Data Manager

From Salesforce Admin to Data Manager – the changing job responsibilities of an Internal Admin  

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.  

So what might the job responsibilities of a Data Manager be? 

  • Compliance – to create and enforce policies for effective data management. 
  • Quality Checking – they formulate management techniques for quality data collection to ensure adequacy, accuracy and legitimacy of data 
  • Security – devising and implementing efficient and secure procedures for data management, data sharing and analysis with attention to security and confidentiality. They will ensure digital databases and archives are protected from security breaches and data losses 
  • Data Analysis – they will discover efficient ways to organize, store and analyze data to support teams in their performance analysis.  They will assist with reports and data extraction for team members 
  • System Admin – to have a strong understanding of databases and data customisation and analysis procedures.  

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 

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.  



Latest News - Economic Change

Our Salesforce Supermums Programme Introduces its First Graduate!!

We were thrilled to launch our pilot programme back in November 2016 for mums returning to work. Now with 18 trainees on board and 3 cohorts, our programme is flying. 

We are pleased to introduce to you one of our pioneering Salesforce Supermums, Jen who recently graduated and completed her Salesforce Administrator Certification.  

Jen Smith

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 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.

Find out how you can become one of our Salesforce Supermums and join the course on the 12th September. Register for an application form here.

Employers – Interested in hiring one of trainees, then please contact 

Latest News - Economic Change

5 Ways to Boost Grant Management Efficiency with Salesforce

5 Ways to Boost Grant Management Efficiency with Salesforce

With an ever-increasing demand for grants, grant makers are having to get smarter in the ways they select and manage their grantees, and evaluate the impact of their support. To do this, they are turning to digital, using solutions like Salesforce and other third party apps to reduce administration, streamline processes and increase intelligence.

At Economic Change CIC we have supported over 30 infrastructure organisations who work with non-profits to improve the work they do and the value they give to their beneficiary organisations, so we wanted to share some top tips.

Too many applications to manage?

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.

Need to increase assessment teams?

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!

Grantees want to connect?

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.

Want to offer more than just money?

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.

Want to shout about your impact? 

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

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.”

Plunkett Foundation

“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.”

Take Action 

Contact us today to find out how Salesforce can help your organisation.

Watch our free Salesforce Champions webinar resources.


Latest News - Economic Change

Impact Ambassadors’ Summer Club

Impact Ambassadors’ Summer Club. Are you responsible for Impact Management? Join us!




We know, it’s half way through the year, and we’re still flying the flag for impact. Well get used to it, it’s here to stay.

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.

Get  25% discount on our Impact Workshops if you book before the 10th July!

Book your place now

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:

  • Defining your aims and objectives
  • Defining your outputs and outcomes
  • Theory of Change Model or Logic Model
  • Monitoring processes and systems
  • Introduction to evaluation
  • Impact management

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

Or you can access our Online Impact Ambassador Training Programme here.

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.


Latest News - Economic Change

Customer Intelligence and GDPR – what do you really need to know?

Customer Intelligence and GDPR – what do you really need to know?

This month we have been talking about data protection, in respect to the upcoming GDPR legislation.

Anyone who processes personal information must comply with the six Principles of the Data Protection Act, which make sure that personal information is:

  • fairly and lawfully processed;
  • processed for limited purposes;
  • adequate, relevant and limited to what is necessary;
  • accurate and up to date;
  • not kept for longer than is necessary;
  • secure.

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?

Take Action

To help implement a CRM to manage your contacts and organisations and improve your management of contact information, then contact

To watch our free data protection webinar click here.


Latest News - Economic Change

How to be a great internal Salesforce admin!

How to be a great internal Salesforce Admin!

Being an Internal Salesforce Admin can be a challenge, you have to wear many hats, with a skill set that often includes business analysis, change management, project management and salesforce expertise.

Alongside all this, it’s not normally your main job! We work with many fundraising managers, volunteer managers or programme managers, who become the internal Salesforce administrators.

At Economic Change, we mentor many internal Salesforce Admins to help them flourish in their new role –  helping them to manage design, customisation and user adoption effectively within their non-profit.

An internal Salesforce Admin needs to think strategically, upward manage, and educate people in Salesforce and customisation.

In your role as an Internal Salesforce Admin :

  • Take time to understand the design process and technology to be adopted so you can understand and explain the functionality that is available, and gain buy-in from key stakeholders.
  • Gather, document and prioritise user requirements. Perhaps use the Case Object within your own Salesforce instance to manage user requests.
  • Manage communications with stakeholders and build good working relationships with internal staff and external consultants.
  • Have the independent authority to manage people, budget and time and sign-off requirements.

A Salesforce Admin should also apply these three key elements, to give the CRM implementation the best chance of success:

  1. Business Analysis
  2. Change Management
  3. Project Management

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,

Our top three tips for successful Salesforce Admins are:


Business Analysis 

  1. Gather the detail on performance metrics and reporting requirements from your users. To help users explain their needs get them to draw the graphs they want OR show some example Dashboards to them. There are quite a few resources out there on google.
  2. Involve users in reviewing and refining business processes through group workshops that are departmental as well as cross-departmental. Help users to understand the potential of Salesforce so they can start to create a wish list of requirements, share these openly and discuss priorities as a group. Start to identify the positive benefits it will bring to personnel and the organisation to calculate return on investment.
  3. Future-proof the choice and design of system by hosting a workshop with the senior management team to showcase the capability of Salesforce and facilitate a discussion about how a wider application of Salesforce could help the organisation to achieve the wider business strategy and management objectives. To assist you invite a Salesforce consultant or Salesforce Account Exec to provide further insight and case studies of similar clients.


Change Management

  1. Find an Executive Sponsor who is fully behind the purpose and application of the CRM, who provides an investment of time and money, and leads on communications about the ‘What, Why and When’, to give weight to your work. They should also initiate the need for the senior management workshop.
  2. Working with the internal communications team create a strategy for communication, user involvement and support during the adoption process that accommodates for different team members personalities and learning types.
  3. Working with the Executive Sponsor create a ‘Carrot and Stick’ adoption strategy to ensure the new system is adopted and used by all relevant team members.


Project Management

  1. Set up a Champion Group consisting of internal staff from key business departments who use or want to use Salesforce and external experts who have complementary skills and personalities, and are committed to the success of the project. Assign specific roles to each member.
  2. Become the internal Project Manager to lead the Champions Group to organise, manage, sign-off requirements. Organise users to prepare necessary information, give them timeframes, allocate budget and track time spent for each department and requirement delivered so your time and money is accounted for.
  3. Work in an agile way, and identify and deliver an initial ‘quick-win’ implementation with one particular team or department, to generate confidence in the process and solution.

Take Action

  • management-developingJoin our monthly training workshop for internal salesforce admins who want to equip themselves with the basic knowledge of Business Analysis, Project Management and Change Management. To find out more click here.

  • Require some internal input and mentoring then join up to our Salesforce Mentoring Support Package – find out more here 

  • You can also check out’s own resource for Salesforce Admins at 

Latest News - Economic Change

Welcoming Clio to the Salesforce Supermums Training Programme

Salesforce Supermums Welcomes Programme Trainer, Cliodhna Egan (Clio)



We now have 15 mums on our Salesforce Supermums Training programme, who are training up to become Salesforce Administrators. Two our trainees have successfully completed the course to-date and we have successfully placed them into flexible job roles within a charity and Salesforce App Exchange partner.

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 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.” 

Like what we do? 

If you are interested in hiring a Salesforce Supermum within your organisation, or are a mum interested in training up in Salesforce Admin then contact contact Debra Carlyle, Client Services Resourcing Manager at


Latest News - Economic Change

Economic Exchange Webinar GDPR: Contact Management, Communication and Data Protection

economicexchangelogowebData Protection

Economic Exchange Webinar GDPR: Contact Management, Communication and Data Protection

Watch the Webinar here

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.

Watch the webinar here


Latest News - Economic Change

Salesforce World Tour Recap Webinar

AAEAAQAAAAAAAAy9AAAAJGY1NTc1OTk5LWM2YmItNDMxZS04NTk0LTJlNjljNDNjMzRhNgSalesforce World Tour Recap: Using Salesforce for Programme Delivery and Impact Management 



Our MD Heather Black was delighted to speak to a packed auditorium at Salesforce World Tour in London, on how our Non-Profits use Salesforce for Programme Delivery and Impact Management.

Whether it’s managing delivery related to health, employment, social, housing, education or environmental issues – Salesforce and third party apps have been the answer for many organisations working in these sectors.


Watch our FREE recap session by webinar.


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.

The session will be of interest to potential and existing users of Salesforce CRM. It includes:

  • How to translate a Theory of Change into an Impact Management Solution.
  • Online Survey Tools to create diagnostic, application and feedback forms that integrate data straight into the CRM.
  • Ways to Capture Data using Mobile, Tablet, Text, Webchat and Computer.
  • Data Analysis Capabilities using Distance Travelled Summaries, Reports, and Snapshot Reporting.
  • Reports and Analytical Dashboards.
  • Example Case Studies.

Watch our recap session here.