Our next Salesforce Champion webinar for non-profits looks at Website Integration with Salesforce, and the various ways that our clients have integrated their websites with Salesforce CRM to manage data flows and customer interactions and information.
There can often be a different approach presented by website developers and Salesforce consultants, as both they specialise in deployment of their own tools, services and technology, so how do you appraise your options and make the right decision about the approach to take?
We will explain some of the aspects to consider when planning and provide a summary of the terminology commonly used by website developers or Salesforce Consultants when explaining your options, including:
“My inspiration is finding new digital solutions to the problems non-profits and their teams face each day to make them happier and more efficient. I also love empowering mums to achieve their career ambitions through our Salesforce Supermums programme.” Heather
“Working with like minded individuals committed to applying their professional skills towards good causes.” Russell
“Being part of an ever-evolving world where marketing is driving the entire customer experience, and helping our charities understand and embrace these opportunities. That’s what gets me out of bed in the morning – working with such resourceful, talented and dedicated people.” Tahlia
“Inspired by ….working in a sector where there is an opportunity to personally develop and upskill every day. To have my mind opened daily to the breadth and variety of non-profit organisations. Also being part of a modern thinking team that is championing and providing a route for flexible working.” Faye
“Passionate about helping Mums retrain into Technology and opening up flexible roles for them. Also inspired to get Salesforce CRM into more Non Profits and Charities.” Debra
“Finding new Salesforce features for nonprofits, in particular explaining the flexibility it offers them.” Keith
“Learning new features, solving cases and helping people.” Jasmine
“What inspires me is continually discovering digital solutions to improve efficiencies for the customers I work with. There is a real sense of satisfaction when you look at where an organisation has come from, to where you have helped them arrive. Also inspired when I see our new Admins gaining the confidence to work on projects via the Supermums Programme.” Clio
We’re excited to establish our official Marketing Solutions Department, who will be working to empower nonprofits to maximise their marketing return on investment, by harnessing the power of marketing automation and social listening tools, using leading digital solutions including Salesforce products – Pardot and Social Studio.
The members of the Marketing Solutions team have worked for Economic Change over the last two year’s, helping both us and our clients to implement new marketing strategies and tools that maximise the use of digital technology.
This year, we decided to formally establish the team as a Marketing Solutions Department under Tahlia’s leadership to really help charities rethink their approach to marketing and maximise their return on investment.
Not sure what that means for you? You’re not alone. The team will be providing help, guidance and free resources to help you embrace and make sense of marketing automation. and what it means for your organisation.
Marketing automation presents a real opportunity for efficiency and growth without a large marketing team. We will empower our clients to embrace these opportunities, understand the benefits, and navigate the challenges to help you make informed decisions and build flexible, engaging customer marketing journeys for your stakeholders. We’ll become your resource and guide for all things Pardot and Social Studio. And, of course we are nonprofit sector specialists too, so we bring sector experience and understanding to the table, coupled with the personalised level of support our clients expect from Economic Change.
Tahlia King, Head of Marketing Solutions
With over 12 years’ experience in the charity sector, Tahlia leads the team with a wealth of sector experience, as well as a BA (Hons) in Marketing Management, CIM certifications and training in Pardot. Tahlia has previously held senior management positions at Social Investment Business and Charities Aid Foundation (CAF) and has been working as a Marketing Consultant for the last 5 years for a range of non-profits. She boasts practical as well as academic rigour having worked as a CIM Assignment Tutor for the Oxford College of Marketing. Since joining Economic Change in 2016, Tahlia has implemented our internal marketing strategy to realise a more cost-effective approach to lead generation (including adoption of Pardot), as well as advising our clients on all aspects of marketing & communications.
Faye Curtis-Kay, Social Studio Consultant
Faye specialises in B2B Social Media Strategy and Management, following a successful 14 years in Product Marketing and Senior Sales Account Manager roles at Sony UK. Faye’s introduction to the nonprofit sector began by running a Social Media campaign for Big Issue Invest, whilst retraining with Digital Mums in 2015. She has since built her experience working with a variety of private sector clients and further charities including The Big Issue Foundation and has managed the social media at Economic Change since November 2015. Faye has a BSc (Hons) in Business Studies from Cass Business School, City University London and is trained in Social Studio.
Jasmine Toogood, Marketing Solutions Consultant
Jasmine has been a Campaign Manager since 2005, working for large corporates, including 8 years at innovative communications company, EE. She joined our six month Salesforce Supermums training programme in 2017, and is now a certified Salesforce Administrator, supporting our charity client projects to maximise the use of Salesforce and integrated e-marketing solutions. She provides Salesforce and Pardot Administration insight and support as part of the Marketing Solutions team.
Want to know more?
Join our FREE webinar on Wednesday 24th January
Arrange a FREE Consultation to better understand Marketing Solutions and Automation for your organisation.
Sign up for our newsletter for the latest content on Marketing Automation.
Want to learn more throughout the year? Make sure you opt in to our newsletter, and we will send you a monthly digest of the latest themes, links to our latest blogs and invitations to our free webinars.
Steps to Take Now
- Download our free Guide to GDPR and Salesforce
- Join our Salesforce Champions Workshop at the end of January where you can access support from our entire team of expert consultants.
- Take up a Support Contract to help you manage your data requirements with your existing Salesforce database.
- Contact us for a free consultation.
26th January 2018 – 9.30 – 4.30pm,
CAN Mezzanine, 49 – 51 East Road, London, N1 6AH
The day will empower nonprofits with access to expert advice and support from the Economic Change team, and provide a dose of insight and inspiration from your peers on what will have be a valuable day of learning for Salesforce fans.
Come along to gain some new ideas, strategies and tools to support, engage and develop your users and CRM system to improve efficiency, team productivity, data protection and integrity.
The workshop will be include hands-on discussion sessions with some quick short sharp presentations to kick start discussions and large group feedback opportunities.
Group Discussion Tables for Attendees to discuss solutions to topics such as: GDPR, Transition to Lighting, Einstein, NPSP, User Adoption, Reports and Analytics, Marketing Solutions Pardot and Social Studio.
Group Discussion Tables around Use Case Solutions for Organisations involved in: Membership, Grant Management, Volunteer Management, Fundraising, Training/Events, Marketing, Impact Measurement.
Tailored to your needs – Delegates will be asked to submit their hot topics and burning questions before the workshop, so advice and guidance can be tailored and group members planned to provide maximum benefit.
To maximise value to the sector we can only accept one delegate from each organisation.
Cost: £300 (+VAT)Register for your Place Today
Economic Change was thrilled to be asked to speak at the event yesterday, hosted by Salesforce.org. The theme for the Connected Nonprofit event was the NonProfit Success pack (NPSP) which is available to download for free (up to 10 user licenses) and celebrated how Salesforce technology has helped 165,ooo nonprofits worldwide to achieve their mission. Heather spoke alongside Christine Hatt, Chance UK about Salesforce for Impact and shared the Chance UK steps to successfully implementing a Salesforce CRM, having recently adopted Salesforce with the help of Economic Change. You can learn more about the Salesforce Connected Nonprofit with the Trailmix created from the event on the Salesforce Trailhead (online learning) website.
Heather outlined the core benefits of Salesforce technology for Programme Delivery and Impact Management as:
Looking to implement or enhance your existing Salesforce system? We’d love to arrange a free consultation – just drop us an email to firstname.lastname@example.org
Just a year ago, to coincide with our birthday, we developed the Economic Change Supermums Programme – empowering women back in to work through Salesforce skills, and matching them with Charities looking for a way to harness the power of Salesforce to support their mission. It’s a win for everyone – the charity can access free Salesforce implementation support (equivalent to a half price implementation) and gives the Supermums valuable work experience, overseen by our team of expert Project Managers.
The Sage Foundation, Big Issue Invest and Salesforce.org have all recognised the incredible potential of our Programme, and we were awarded a grant from the Sage Foundation Enterprise Fund in September this year. On Wednesday 15th November, we came together to honour our Supermum Graduates, and celebrate the Programme’s first birthday at Salesforce Towers.
Within the last 12 months we have recruited 23 Supermums, providing them with 6 months’ of training and work experience. 26 charities have benefited from 133 days Supermums’ volunteering support. 13 trainees have now completed the six month course, and the remaining are still in training. 7 are now in jobs and we are currently placing the latest 6 graduates into work.
On 15th November, we were thrilled to bring all these people together at Salesforce Towers to celebrate the Supermums Programme, congratulate our graduates and receive a dose of inspiration from our Salesforce guest speakers. Opening the event, Heather thanked our team, Salesforce volunteers & the Sage Foundation, as well as celebrating the achievements of our Supermums. Our mums were also presented with a graduation certificate to celebrate their success.
“I’d like to thank our own team, Salesforce volunteers and the Sage Foundation for helping to make the programme a success. Twelve years ago, we launched as a social enterprise to provide management consultancy to nonprofits, and to empower people into work. Today, we are a passionate as ever about supporting the nonprofit sector. We’re thrilled to champion women in tech, juggling work/life flexibility and smashing tech stereotypes.
Looking forward, the next year will bring some exciting developments for Economic Change. We are working on a new brand and website to help carry us through into the future, increasing our range of specialist services to continue to empower nonprofits, and we will continue to grow the Supermums Programme to empower more women in to work. Thanks for being a part of it.”
Tahlia King, Head of Marketing Solutions, With over 12 years’ experience in the charity sector, Tahlia leads the team with a wealth of sector experience, as well as a BA (Hons) in Marketing Management, CIM certifications and training in Pardot. Tahlia has previously held senior management positions at Social Investment Business and Charities Aid Foundation (CAF) and has been working as a Marketing Consultant for the last 5 years for a range of non-profits. She boasts practical as well as academic rigour having worked as a CIM Assignment Tutor for the Oxford College of Marketing. Since joining Economic Change in 2016, Tahlia has implemented our internal marketing strategy to realise a more cost-effective approach to lead generation (including adoption of Pardot), as well as advising our clients on all aspects of marketing & communications.
This is often known as the AIDA Funnel, and helps an organisation to guide its prospects through the process.
Our next FREE webinar will help you learn more about how we help marketers to track their impact using Salesforce tools:
Integrated marketing solutions with Salesforce are now becoming a must-have requirement, with best practice being encouraged by GDPR and practical insights into customer preferences and marketing behaviour helping to deliver a better ROI. Email still wins hands-down for acquisition according to research!
An e-marketing tool must integrate with your CRM to manage data preferences effectively. With an integrated E-Marketing tool, and improved segmentation and preferences management, you can:
If you want to increase sales or fundraising for your non-profit, then we do recommend looking at Pardot as a marketing solution as your potential returns will be greater. Find out why below…
By using a combination of donor journeys and improved insights through smart tracking, your nonprofit can target the most engaged stakeholders and direct them automatically to your fundraising team. Want to know who has downloaded your whitepaper or viewed your training pricing page? Pardot can track non-identifiable visitors with code, so when they sign up to a newsletter, webinar etc. you can match this information, which you can then use to determine how likely they are to buy or donate.
One of the big marketing issues for any organisation is sending the right information to customers or other stakeholders. Pardot makes it easy to build highly sophisticated journeys that allows your customers to receive the information relevant to them. And because Pardot is constantly tracking email and website interactions, you will always have a complete 360˚ of your customer or stakeholder.
Need to improve productivity?
One of the big disadvantages of many marketing automation services is integrating with Salesforce. They all allow sending open and click data back to Salesforce, but this can result in expensive storage issues. Pardot’s tight integration with Salesforce avoids this by updating the contact, lead or account record directly, and it also has access to data from cases, opportunities and custom objects. Furthermore, Pardot can directly trigger automations in Salesforce, so that you can spend less time manipulating data and more time analysing and acting on data.
Need to meet compliance regulation?
With GDPR coming into force next year, nonprofits are required to give a clear choice to stakeholders on what marketing communications they receive. Pardot makes it easier to manage email preferences and also allows customers or leads to update their personal information all from the same branded page. Furthermore, because all marketing data is stored in one place, GDPR assessments are easily done.
Find out more about Pardot by booking a free consultation with our Marketing Solutions team – Email Debra@economicchange.co.uk