Salesforce Implementation



We guide clients through a series of steps as defined by our Guide to Developing a Management System to ensure a system is properly designed and embedded into an organisation.

Our combined expertise in business strategy, change management, social impact and management systems, is a powerful combination to reduce the risk of failure of a new IT Implementation.


About Us

We are a registered Salesforce consultancy partner and implement Salesforce across a range of business departments within organisations. Find out more at Salesforce for Non-Profits.

We also hold Salesforce, Project Management, Business Analysis and Change Management Qualifications. Find out more about our team here


Steps to Success

plan2Creating a Plan of Action– We undertake a scoping meeting with clients to understand their business strategy & requirements, help the team to understand the potential of Salesforce and third party apps and show them how to prepare for the CRM project. We agree with the client on the project management approach and deliverables.


anayliseBusiness AnalysisWe conduct facilitated discussions with the client to explore and decide on requirements, new processes, systems and tools to help them maximise business benefits. We produce a series of process maps and a detailed specification of the requirements. We are trained business analysts but also have first-hand knowledge of working within non-profits so we understand the approach.


changeImplementation of System – Our qualified team customise the system, build the requirements and undertake user-testing. We provide an customer service portal to request and track changes. We provide end-user training and Salesforce administrator training to support the roll-out of the system.




Strategy for Successful Adoption – We support clients to develop a change management and user adoption strategy  which supports the planning through to implementation stage. To continue our support, clients can take up one of our Support Contracts – Click here to find out more.


Contact us to arrange a free 30 minute consultation >


Why Work with Us?

  • After 11 years in business, 65% of our work comes through referral, so we know we must be doing things right!
  • Our structured approach to projects is the most acclaimed comment by our 450 clients.
  • Our team has over 70 years of combined experience in the non-profit industry.
  • We are highly qualified and experienced with training in business analysis, project management, Salesforce and change management.
  • seuk_socialenterprise_badge_350x161-1We are registered partner and Impact Partner for
  • We are a non-profit social enterprise and re-invest our surplus profit into the sector – for example in 2016 we arranged 10 free events with over 20 partners, providing 40hrs of sector insight to over 600 attendees and 6,000 blog post readers. Find out more .
  • buzzword_icons_salesforce_superhero_mum_round_v2Your charity may be suitable and eligible for up to a discounted support package, courtesy of volunteers on our Salesforce Supermums trainee programme. Click here to find out more and apply