Client Case Study – Locality

locality logoEconomic Change has been supporting Locality over the last 4 years to develop their Salesforce system to manage public sector contracts including: Neighbourhood Planning, Community Champions, Our Place, Community Economic Development, and Community Organisers, amongst others.

The projects have involved adapting their Salesforce system to manage multiple resources including:- integrated online application forms, set up of service delivery monitoring and reporting capabilities, enabled multi-stakeholder security access, set up volunteer management processes, and design of payment by results performance reports for contract management purposes.

To achieve the results required we customised Salesforce CRM and integrated Clicktools and Conga Composer.

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 Economic Change got their 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 Economic Change! Rosy Hearn, Membership Manager, Locality

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