We help to design and set up management systems for organisations to manage their stakeholders and activities across business departments. Quite often the trigger for clients is a need to set up up a monitoring and reporting system for contracts or grant monitoring, or increase their efficiency of working.
We have worked with over 50 third sector organisations, to design system specifications and help implement Salesforce CRM to capture data and monitor projects funded by EDRF, DCLG, DWP, BERR, SFA, LEGI, ESF, Cabinet Office, The Big Lottery, Dfes, amongst others.
Our team have direct experience of managing these type of contracts ourselves, so we understand your needs and requirements.
As a result of implementing new systems and processes our clients report:-
CRM Specifications and Operational Management Planning
We help management teams to produce an operational management action plan and/or CRM specification by working with them to review their current practices and educate them in the technology available. Together we streamline and refine future processes across business departments and design a CRM system with this future strategy in mind. Our combined expertise in business strategy, change management, contract management, social impact and management systems, is a powerful combination to reduce the risk of failure of a new IT Implementation.
The outcome is to ensure the organisation has systems and processes in place to support their operation and team effectively as it continues to grow.
We either offer coaching or training to the manager to support them develop a CRM specification, or provide consultancy by performing this task internally and liasing with team members directly on behalf of management.
We specialise in the customisation of Salesforce CRM. We provide design, implementation, training and ongoing maintenance support.
Customisation – Salesforce can be completely customised to capture information, measure KPI’s, manage internal processes and capture a wide range of data across your business departments. For example across marketing, sales, finance, HR, client services, fundraising, impact etc.
Secure Platform – Multi-level access with secure user profiles can be set up for staff, partners and stakeholders to access, view, edit information.
Real-time reporting – Data can be easily analysed in reports and charts, or extracted in an excel report format at the touch of the button to give you up to the minute information on the activity and impact of your team and organisation.
Cloud Based – Salesforce is based on cloud computing with a very low carbon impact and can be accessed ‘virtually’ by staff or stakeholders. Customisations are made on an existing platform so your personalised system can be set up quickly and cost effectively. Salesforce make automatic upgrades to the system three times a year,
Affordable – Salesforce offers non-profits – free or highly discounted user licenses through the Salesforce Foundation. It is currently being used by many of the leading charities and social enterprises in the UK. Our team is trained in Salesforce Administrator, Advanced Adminstrator and Consulting Skills. We work closely with Salesforce App Exchange Partners to bring you the best solutions to meet your operational needs.Contact us to arrange a free 30 minute consultation >
We adopt the folowing approach for setting up a customised monitoring system for your organisation:-
1. Introduction – We will give you a tour of the salesforce monitoring system to demonstate how the system can be adapted to meet the needs of an organisation so you can determine if it suits your requirements.
2. Consultation – To start the design process, we will hold a session with you to discuss the reporting requirements, management processes and data you want to capture about your organisation’s clients, activity and achievements. We will give you a copy of our Guide to Developing a Management System, so you are fully briefed on what you need to think about and the process we will adopt.
3. Customisation – We will set about customising the system to meet your specification and once complete we will do a user walk-through with you to check it’s capturing everything you need. At this point any final amendments will take place in line with the specification.
4. Training – We will create a user handbook and provide a training session on how to use the front-end of system to an allocated member of the team, so they can become your in-house champion. If required, we can deliver training to a wider group of participants and in basic admin skills, to make simple updates to the back-end of the system.
5. Ongoing Support – We can provide you with ongoing support as required to undertake any further customisation, updates and training on how to use the system. Once you and your team are confident with operating the new system we will keep you informed about new tools and updates to maximise your use of salesforce.
Our team is trained in Salesforce Administrator, Advanced Adminstrator and Consulting Skills. We work closely with Salesforce App Exchange Partners to bring you the best solutions to meet your operational needs.
If you would like to discuss your requirements or interest in salesforce as a tool then please contact us.
Our Track Record
We have worked with international to local organisations across industries and causes to help them implement salesforce across multiple departments, from HR, Fundraising, Contract Management, Client Services, Marketing, Research to Finance departments. The majority of our clients now come through word of mouth recommendation and client referrals. Please find some examples of our work and client testimonials below.
We worked with Envision to design and implement Salesforce to manage their UK wide NCS Cabinet Office Programme with four partner organisations. The system enabled the contract management team to manage progress with volunteers and beneficiaries, and report on client data, activities and impact to the commissioner. We also trained an in-house champion in administration skills to further implement salesforce for other departments. We designed and integrated clicktools online surveys to capture beneficiary and volunteer data via online forms.
“Heather helped build and customise our Salesforce platform for us. Her approach was both supportive and logical, increasingly building our knowledge so that we are left with something we are comfortable using and amending. Heather definitely knows this area incredibly well and really helped us get the most out of Salesforce. Add to that charges that are very good value and I would definitely recommend her.” Phillip Kerry, Operations Director, Envision
We worked with the Co-operative College to design and implement Salesforce across their training and schools departments, managing sales, contracts and outcomes.
“Heather has recently worked with us on implementing Salesforce. Her input has been of the highest quality – always meeting deadlines and providing us with very clear guidance and advice in a friendly and supportive manner. I hope we will be able to work with her again in future ” Julie, Thorpe, Head of Youth Programmes, Co-operative College
We have worked with the Locality team since 2010 to help them plan their management processes and develop their Salesforce CRM to manage £m DCLG funded contracts: Community Organisers, Community Rights, Neighbourhood Planning, and Our Place projects. We have established the system for multi-partner national access with security controls and utilsied a range of apps for them including pdf/document mailmerge app, online form synchronisation and integrated payment forms.
Heather knows everything about Salesforce! From the moment I met her I knew she would be enormously helpful and that was proved right. I can recommend her very highly. Jess Steele, Head of Innovation, Locality
You have been great; I am very impressed in how you got your head around the programme and its demands. Carole Reilly, Development Manager, Locality
Locality have worked with Economic Change on a number of projects in order to develop our Salesforce CRM. They are quick to understand our unique needs, Economic Change have provided excellent tailored solutions, that have helped to seamlessly improve and streamline our business processes. Work has included building custom objects in Salesforce, as well as researching, recommending and implementing apps that best suit our needs – and budget!
Economic Change have always worked closely with our team, to ensure we have a solid understanding of the system, and so that we can manage future changes and updates ourselves. Friendly, honest and always quick to respond – I would recommend any organisation to work with Heather and Economic Change! Rosy Hearn, Membership Manager, Locality
We worked with Global Action Plan to establish their Salesforce CRM to manage business development activities, as well develop a secure portal area for a team to specifically manage a National Citizenship Service Cabinet Office contract. This included setting security access for different users, automated workflows and training an in-house champion as a basic administrator.
‘We needed Heather to set up Salesforce for our organisation and didn’t have the time or resources to do it internally. Heather demonstrated a good understanding of our needs and was able to put a functional and tailor-made system together for us in a matter of days. Heather has also been incredibly professional and easy to work with and I would recommend her to anyone looking for a quick and easy solution to their Salesforce problems.’ Catherine Harris, Business Development Manager, Global Action Plan
We worked with the Deborah Hutton Campaign to manage sales, fundraising, competition management, client liaison and impact. It included data import work and integration of online Clicktools surveys with website integration.
“Heather helped The Deborah Hutton Campaign to implement SalesForce within the organisation. Providing consultancy and training for staff, she understood the business needs and helped to develop a reporting framework which suited the operational management processes. Heather went out of her way to provide a quality service. Above all she was a perfectionist and ensured staff within DHC were supported fully. She was approachable and very professional. I wouldn’t hesitate in recommending her.” Emma Wrafter, Director, Deborah Hutton Campaign
We worked with Every Family Matters to design a system to manage client data, contract management and impact reporting.
“Heather has made a really challenging job, creating a management information system, beautifully simple and easy to implement. I cannot believe the amount of information we can call on at the touch of a button. This is particularly important these days when everyone is so ‘outcome’ focused. Thank you so much Heather for an awesome job, well beyond my expectations.” Alan Wilson, CEO Every Family Matters
We worked with Global Tolerance to integrate salesforce professional edition across all business departments for sales, client and contract management, and HR functions. We provided training to the in-house champion to enable them to make further updates to the system.
“Heather was a marvel at helping us to customise and implement Salesforce. She was eager to learn about our business needs in order to adapt the system to our specific requirements. She provided training for our users and held our hands throughout the process. Heather was reliable, professional and a complete pleasure to work with.” Kerry-Ann Francis, Business Development Manager, Global Tolerance
We worked with the Peter Jones Foundation to design and implement Salesforce for their college, student and volunteer management teams with website and online clicktools survey integration.
“Heather’s consultany work for the Peter Jones Foundation was first class. Can recommend with without reservation!” David Corke, Peter Jones Enterprise Academy
Other Clients Include:-
Start Up Loans, Grace Eyre, Graydin, ACEVO Solutions, PRIME, Locality, StreetWise, 3SC, True Adventure, Social Enterprise North West, Walk of Life Consultancy, Family Friends, The Philosophy Foundation, Akosia, Belu Water, Bikeworks, BITC, Partners in Hope, Aksaya Patra, amongst others.