We worked with Envision to design and implement Salesforce for their contract management team to report on client data, volunteers, activities and impact.
We worked with Envision to design and implement Salesforce for their contract management team to report on client data, volunteers, activities and impact. We 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. It has since been adopted by other departments including marketing.
“Economic Change helped build and customise our Salesforce platform for us. Their approach was both supportive and logical, increasingly building our knowledge so that we are left with something we are comfortable using and amending. They definitely know 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 them.” – Phillip Kerry, Operations Director, Envision