Membership Management

At Economic Change, we specialise in implementing sustainable solutions to change and improve the way your organisation and team work in the future.

Our USP lies in our team’s expertise and ability to offer an informed end-to-end solution for clients. We bring to the table a wealth of knowledge and understanding of the sector and adopt a management consultancy approach to all of our solutions.

We can offer a blend of services to meet your needs, which can include one or all of the following:

Within this area of specialism, we can help with:

Strategy Development

To help shape your membership processes we can assist with:

• Market Research with Members
• Online Community Management
• Revising Processes and Operations

Impact Measurement

We have particular expertise in the measuring the impact on membership communities whether it’s individuals, non-profits or businesses.

We can help you to with:

• A Theory of Change Model
• Monitoring Tools and Processes
• Independent Research and Evaluation
• Monitoring Systems using Salesforce

Salesforce CRM Implementation

We have supported a wide range of membership organisations across sectors to fully customise and implement Salesforce CRM and third party apps to manage their membership packages, training and services.

Salesforce offers 10 free user licenses and heavily discounted licenses to non-profits, find out more via the Salesforce Foundation:

Functionality can include:

• Online Membership Forms that sync data into Salesforce
• Online Membership Community
• Online Payment Integration with CRM
• Correspondence Tracking
• Contract Creation
• Event Management & Attendance
• Output & Outcomes Monitoring
• Online Feedback Forms that sync data into Salesforce
• International Language and Currency Management
• Marketing and Communication Functionality
• Real-time Analytics and Reporting

Alongside Membership management, your Salesforce CRM can also be adopted to support Front Line Delivery, Volunteer Management , Fundraising Management, VCSE and SME Business Support Management, Grant and Fund Management, Community Asset Management, HR Management and Sales and Marketing .

Some of our clients include: