Locality

We have worked with the Locality team since 2010 to help them plan their management processes and develop their Salesforce CRM to manage DCLG funded contracts: Community Organisers, 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.

We have also worked with Locality Pool and undertaken two social impact studies for a national health care programme and third sector training programme.

 

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