Latest News - Economic Change

Salesforce Champion Webinar – Education Solutions & Salesforce

Our Salesforce Champion events support organisations to harness the power of technology to manage their business activities more effectively. On a regular basis we run events to raise awareness of opportunities to maximise the role and impact of your CRM database. 



Economic Change CIC, is a Impact Partner and specialist consultancy for the non-profit sector, we help our clients to implement a full management solution to track activities and performance of their different business departments and impact measurement using Salesforce CRM.

Salesforce & Education Solutions Webinar – Tuesday 7th November at 2pm 

Register here to attend

Join us for this free webinar if you work for a non-profit and are interested in using Salesforce to:

  • Manage Student Applications
  • Manage Education and Training Programmes
  • Host E-Learning Environments
  • Create a Peer Learning Community

During this Salesforce Champion webinar we will be showcasing some Education and E-Learning Platforms which use or integrate with Salesforce and support non-profits to manage their education or training programme to students.

We have helped B2B and B2C non-profits to manage training and educational programmes to a wide range of audiences and will be sharing some case studies and tools including HEDA (the Salesforce Higher Educational Platform), Litmos LMS, Communities amongst other tools.

The webinar will be delivered by:

Kate Bowe – Our Senior CRM Consultant a– An accomplished Salesforce Consultant with a professional background in working with non-profits and corporates. He specialises in Fundraising and Educational Platforms.

Heather Black – Managing Director and Senior CRM Consultant – An accomplished Salesforce Consultant delivering business analysis with non-profit.

Register here to attend

Latest News - Economic Change

Salesforce Nonprofit Success Pack

See for yourself why 26,000 non-profits choose the world’s #1 CRM System to manage their data. 

If you are considering implementing a CRM system for your organisation, you’ll want to investigate the Salesforce Nonprofit Success Pack as one of your options. As the worlds’ #1 CRM system, offers free user licences to not-for-profits, and brings a whole host of flexibility to help further your cause. 

Salesforce Trailheads help navigate the detail of Salesforce, and its Non-profit Success Pack Trailhead (or NPSP) outlines the many reasons to use Salesforce. We’ve included a snippet below to give you a glimpse of how it works: 


This is a hugely flexible CRM system. The out-of-the-box functionality that the NPSP provides gives a great base from which to build your CRM, but what appeals most to our clients is that they can customise the system to their exact specification – using their own terminology, capturing the unique information they need for monitoring and reporting purposes, automating processes and managing multiple functions e.g. service delivery, marketing, volunteers, fundraising and HR all under one roof to give one complete view of the organisation and its stakeholders. You also have the option of integrating with a huge host of apps on the Salesforce App Exchange, to achieve 100% connectivity, functionality and centralisation of your data management.   

One complete viewpoint 

Salesforce allows you to bring constituent and program data together in one place, so you can get a complete view of your impact. Once you’ve learned how to adapt Salesforce’s standard and custom features, you’ll be able to work more efficiently as an organisation, engage smarter, and prove your impact. 

The foundation of the NPSP is the fundraising architecture, with out-of-the box data collection and reports to help manage your fundraising activity. On top of this foundation architecture, customers collect their own information, tailor the terminology, integrate online payment and e-marketing apps, allocate funding to projects, automate engagement plans, import their legacy data amongst other things. To find out more about the foundation architecture for fundraising check out the Trailhead here>>. 

Tailored for your Organisation 

Salesforce Nonprofit Success Pack

At some point, though, the similarities between non-profits end and Salesforce as a solution offers ultimate flexibility. Nonprofit users invariably customise standard Salesforce functionality, depending on time, resources, and what they need. Customisation is possible because Salesforce isn’t just a set of standard features. It’s also a platform that lets you add on functionality, tailored for your unique business processes.  

Our Trusted Expertise 

Here at EC, we are Salesforce Approved Consulting Partners, and have a host of sector specialists on hand to help implement and tailor your Salesforce CRM system. We’ve had over 12 years’ experience in the sector, and have become a trusted sector consultant. We’ve worked with a whole host of non-for-profits, and you can take a look at some of our client case studies here>>.

We understand that the successful adoption of your CRM is largely dependent on having a trusted expert to listen to your requirements, and create a solution that is tailored to meet the unique needs of your organisation – to capture the right data, speak your language, align with your processes, provide the right information and reports you need, and feel user friendly and intuitive to use. You’ll also need someone to guide and train your team in how to integrate CRM into their daily tasks, and to maximise the impact of your CRM system. At Economic Change, we analyse client needs, design unique CRM systems, and empower our clients to use Salesforce every day.  

If you are interested in a free Salesforce demo and consultation about how we can tailor Salesforce to your needs, then reach out to

You might also want to check out our charity discount package here >> 

Latest News - Economic Change

Client Case Study: The Good Neighbours Project

EC Salesforce Charity Discount Package & The Good Neighbours Network Project 


How the Project Worked

The Good Neighbours Network joined our charity discount scheme, where our Senior Consultants are supported by a trainee Supermum offering 6 free days of Salesforce admin support to complete a project. This meant a significant cost-saving on implementation for the Project, and also work experience of live Salesforce projects for the Supermum.  

To find out more about our Charity Discount Scheme click here

About the Organisation  

Good Neighbours Network groups are all about people offering a helping hand to others in their local community. Each group is different, but will often include transport assistance, social activities and a befriending scheme. Popular with volunteers for its flexibility and popular with people because they can rely on a trustworthy and friendly face. Good Neighbours groups have been around for at least 40 years. Groups were formed in the 1970s with the advent of care in the community and as institutions closed. The church has been involved since the beginning with groups being formed in conjunction with local churches, concerned to support those with no one able to help. 

There were 6 groups in 1976, and they have grown into a network of over 120 groups across the whole of Hampshire. 

GNN is funded jointly by Hampshire County Council and the NHS.

The Salesforce Project  

The project involved the set up and customisation of a CRM database so that an umbrella organisation might better manage its correspondence and relationships with around 120 member organisations.  

The project involved CRM customisation, data import, Eventbrite and Mail Chimp Integrations.  

What the Client Said  

“We appreciated the time spent understanding our organisation and business model, the care taken to get the details right, and the wisdom that came with your experience about how best to implement what we thought we needed (and to challenge that and offer alternatives). 

Working with Economic Change has been a very positive experience for us. We needed an organisation that would take the time to understand our organisation and needs before designing a bespoke solution for our needs. They listened well, and did a great job. We did our homework first and are pleased with the result Economic Change have produced. I wouldn’t hesitate to recommend them to others. (And already have.)  “

The Outcome 

“It’s now easier for us to capture information and make it available to all staff. We have the potential to gather data from our diverse client groups far more easily and simply saving huge amounts of time.” Nick Ralph, Council for Social Responsibility (CSR) in Portsmouth 

To find out more about our Charity Discount Scheme click here

Our next discounted projects start from mid October to January 2018 and we run 4 schemes a year.  



Latest News - Economic Change

Contact Management in your CRM

Contact Management in a CRM – Setting the Rules  

A CRM is only as good as the data that is put into it, so how do you co-ordinate management of stakeholder information to comply with data protection guidelines and also improve intelligence and management of stakeholder relationships? At Economic Change we have been running this workshop theme almost on a daily basis with our clients, to help them produce an internal communications strategy.  

Join our Free Webinar – 28th September : How to Improve Communications Management with your CRM.


 The first step is to discuss and decide on some business rules about the use of a CRM, so your staff are clear on who, why, what, how and when to do things. Check out some of the rules below that you should include in your communication strategy: 

The Importance of Rules  

Firstly, explain the importance and relevance of GDPR and Customer Intelligence, and what it means to your organisation.  

Explain who your Stakeholders are:  

  • Explain if a Contact can have multiple interactions/roles with the organisation  
  • Describe how a contact can progress through stages and increase their level of engagement  
  • Describe categorisation or segmentation managed in Salesforce 

Talk about the type of information you collect about them and why?  

  • Compulsory data to collect  
  • Core data to collect 
  • Segmentation Type 
  • Tracking Engagement Levels  
  • Information for Intelligence  

Contacts and Organisations  

  • Explain how and when to create new Organisations and Contacts  
  • Explain when Orgs and Contact information should be updated and by who 
  • Explain how to manage contacts with multiple roles or changing roles  
  • Explain how to manage duplicates  

Communication Messages 

Talk about the ways you might communicate with your contacts, and how frequently, and how contacts can opt in to these messages. E.g. Mass Email, SMS, Social Media.  

Communication Preferences of Organisations and Contacts  

Explain how to manage a contact’s preferences:  

  • Method of communication  
  • Type of communication  
  • Opt-in for specific communications messages  

Logging Correspondence to Contacts  

Explain when to log correspondence with contacts e.g. when to log an email, a call a meeting, and what level of detail to include.  

Need support to improve your contact management or use of  CRM?

Then talk to us about running our Comms Workshop with your team to look at ways to manage all of the above. Click here to find out more

Join our Free Webinar – 28th September : How to Improve Communications Management with your CRM.





Latest News - Economic Change

Salesforce Champion Webinar – Salesforce & Communication

Champions GroupOur Salesforce Champion events support organisations to harness the power of technology to manage their business activities more effectively. On a regular basis we run events to raise awareness of opportunities to maximise the role and impact of your CRM database. 



Economic Change CIC, is a Impact Partner and specialist consultancy for the non-profit sector, we help our clients to implement a full management solution to track activities and performance of their different business departments and impact measurement using Salesforce CRM.

Salesforce & Communications Webinar – Thursday 28th September at 2pm 

Register here to attend

Join us for this free webinar if you work for a non-profit and tasked with:

  • Implementing communication solutions for GDPR compliance
  • Developing an internal and external communication strategy for your team.
  • Creating a centralised system for contact and preference management.
  • Integrating e-marketing tools with Salesforce

During this Salesforce Champion webinar we will be sharing some practical steps on how to review and improve contact and communication management within your organisation to start preparing for GDPR compliance.

We will also share information about different communication and e-marketing tools including Marketing Cloud, Pardot, Campaign Monitor that integrate with Salesforce CRM to help turn your strategy into a reality.

The webinar will be delivered by

Parvez Halim – Our Senior CRM Consultant and Marketing Solutions Lead – An accomplished Salesforce Consultant with a professional background in marketing, sales, and Salesforce admin working with non-profits and corporates. He specialises in Communication and E-Marketing Solutions iincluding Marketing Cloud, Pardot, Campaign Monitor amongst other solutions.

Heather Black – Managing Director and Senior CRM Consultant – An accomplished Salesforce Consultant delivering business analysis with non-profit clients on marketing, communication and contact management.

Register here to attend

Latest News - Economic Change

Salesforce for GDPR Compliance

Using Salesforce CRM for GDPR Compliance  

At Economic Change we have been supporting customers to implement changes to their CRM to align with new GDPR compliance. Key steps to take include centralisation of data, security, communication preferences, business rules and changing business processes amongst many other things, but one solution is to create a Dashboard that helps to demonstrate indicators of compliance with your CRM system. These are generalised and would need to be tailored to the specifics of the organisation, but gives you some ideas on where to start.  

Our Senior Consultant, Parvez Halim shares his thoughts on what you could include in a Salesforce Data Compliance Dashboard: 

  • Marketing Customer Consent

Will show the number of contacts that have gone more than 12 months since consenting to marketing. The aim is for customers to give consent every 12 months.

  • Unengaged Customers

Number of months since a customer stopped being engaged e.g. stopped donating, receiving marketing etc. If they are not engaged, then there isn’t a reason to keep their data.

  • Unengaged Users

Create a scoring system based on how often the user should be using Salesforce day to day. The aim is to champion the users who have transitioned to Salesforce, and those that still need to be nudged.

  • Data Governance Training

List of your users who are overdue for their annual/bi-annual governance training.

  • Key Information Percentage

A formula field that shows the percentage of key fields without any data. The dashboard will then show how many contacts you hold with more than 50% completed. The aim is to make Salesforce the one source of complete data.

  • Updated Contacts Details

Contacts who have gone more than 12 months since their key details have been updated by a user or the contact themselves. An app may be used that places a button on the Contact Record and sends a message to the Contact requesting they update their details.

  • Audit Review

Users audit their Contacts’ details and send it for review to be approved by a Line Manager. This could be a monthly exercise. The Dashboard could show contacts that failed review.

Need help reviewing your CRM business practices?  Contact us for a free consultation.  

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.