1 – Ashley Community Housing

Since gathering all of their data in a nation-wide CRM to track beneficiary information real-time, Ashley Community Housing have become the leading data intelligence centre for refugees in the UK – providing invaluable data to authorities and agencies to inform funding priorities and programmes.

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2 – The Shaw Trust

The Shaw Trust centralised their volunteer management processes using Salesforce to enable them to scale up their volunteer programme by 31% to support beneficiaries into employment. This volunteer infrastructure contributed them to being selected as the most successful non-profit prime contractor for the DWP work and health programme. Since then they have scaled up the volunteer management platform to deliver on this contract and they now use the volunteer community platform across the organisation to support volunteers across services including their charity shops to collaborate, manage their rotas and provide feedback.

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3 – Viewpoint

A CRM is also making a difference to the sustainability of small charities such as Viewpoint. Their Salesforce CRM has helped them to free up time for more frontline delivery by reducing admin and improving their team information and collaboration. It has given them better intelligence around members and data to report to funders. The team at Viewpoint participated in our six month Charity Salesforce Admin course so they learnt how to administer and manage their own system for the long term.

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4 – Visionary

Individuals affected by sight loss are being empowered to become Salesforce advocates. This journey started at Visionary, a membership body for sight loss charities. Visionary chose Salesforce due to its excellent accessibility standards and embedded a new system for membership and impact management to streamline services and reduce costly administration. As a result of the success, Salesforce is now being rolled out as a CRM of choice amongst its member organisations and a pilot programme is now underway between Thomas Pocklington Trust and Economic Change to train individuals with sight loss to become Salesforce administrators to advance their career opportunities .

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5 – Locality

Locality have been able to secure and distribute millions of pounds of government funding over the last eight years to community based organisations across the UK due to their operations. They replaced spreadsheets and put in place an effective grant management system using Salesforce to manage and administer grant applications. Using Salesforce Partner Community licenses they have been able to successfully work with their partners to collaborate and deliver a joined up programme. We have since worked with their partners to improve their own use of Salesforce for grant management including Power to Change and the Plunkett Foundation to improve management information and reporting.

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