Management Systems

Measure Performance – Streamline Processes – Improve Efficiency

  • We help organisations to review, plan and improve their operational management processes.Strategy pinned on noticeboard
  • We provide consultancy to design, build and implement Salesforce CRM.
  • We bring combined expertise in leadership, management processes and social impact.

As a result of implementing new systems and processes our clients report:-

 

  • Reduced administrative and overhead costs
  • Ability to meet quality standards of stakeholders and contractors
  • Easy to measure and report on key performance indicators
  • Easy to manage, support and oversee team working and performance
  • Ability to secure funding as a result of improved working practices.

 

Operational Management Planning

We help management teams to produce an operational management action plan to review their current working practices and future requirements for systems and processes across business departments. The outcome of the plan 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 to perform this task, or provide consultancy by performing this task internally and liasing with team members directly on behalf of management.

Salesforce CRM Implementation

We specialise in the customisation of Salesforce CRM. We provide design, implementation, training and ongoing maintenance support.

Salesforce can be customised to 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.

Data can be analysed in reports with 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.

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 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. Find out more about Our Approach

If you would like to discuss your requirements or find out more about salesforce as a CRM tool then please contact us via the button below.

Sign up for our free Salesforce Demo >                                                  Contact us to arrange a free 30 minute consultation >

 

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.Click on the button to read more.

Envision

We worked with Envision to design and implement Salesforce for their contract management team to report on client data, activities and impact and trained an in-house champion in administration skills to further implement salesforce for other departments. We also designed and integrated clicktools online surveys to capture beneficiary data.
“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

The Co-operative College

We worked with the Co-operative College to design and implement Salesforce across their departments for sales, team and contract management and data import work.
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

The Deborah Hutton Campaign

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

Every Family Matters

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

Global Tolerance

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

Peter Jones Enterprise Foundation

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

Global Action Plan

We worked with Global Action Plan to design and implement Salesforce for their sales team and contract management team. 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. 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

Locality

We have assisted Locality to adapt their Salesforce CRM to monitor and manage a range of KPI’s for national public sector contracts including Neighbourhood Planning, Our Place and Community Organisers. We have also implemented an online payment solution integrated with Salesforce.

“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!”


Other clients include small to medium size non-profit organisations operating on an international to local level:-
UpRising, Grace Eyre Foundation, Lets Do Business Group, Start Up Loans Company, Ariadne, London Rebuilding Society, The Work People, Love146, 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.