Our Resources

check out our range of practical guides and toolkits to help you navigate, explore and gain insight into how Salesforce solutions can address essential challenges for the non-profit sector

Latest Articles

CRM Launch #2 – How to create a clear business case

You know you need a new CRM – it’ll save hours of admin time, give your team a clearer view of activities and progress, and create a central hub for all those scattered contacts …

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CRM Launch #1 – Agile Project Management

Over the next six weeks we are talking about the six essential elements to launch your CRM project in 2021.  Read our introductory article here  The first element is embracing Agile Project Management. …

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6 essential elements to launch your CRM Project

Over the next 6 weeks we will share insight on 6 essential elements to kick start your Salesforce CRM project successfully. At Economic Change, our purpose is to empower accidental Salesforce admins and CRM managers with …

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Manage your Employability programme using Salesforce

Do you need help to manage your Employability Programme? Using Salesforce to manage Employability Programmes is one of the specialisms of Economic Change. The founder and Managing Director, of Economic Change, Heather Black, …

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Christmas Musings from Economic Change

Wishing all of our prospects, customers and partners a lovely and safe Christmas and New Year with their families and friends. It’s a year to put behind us in many ways, so we …

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Avoid CRM Project Fail – Step 6 – Achieve Purpose with Digital Transformation

This week we are looking at how digital transformation can help you expand the purpose of your non-profit.   It isn’t just about implementing a database or CRM, but it is a revolutionary …

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On Demand Webinars

De-Risk your Digital Acceleration

29th April 2021 De Risk Digital Acceleration Join The Webinar People assume that if it’s in the cloud, it’s protected. But for most SaaS apps like Salesforce there is a shared responsibility for …

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How to Plan a Successful CRM Adoption Strategy

Join Heather, MD of Economic Change, experienced CRM Consultant, and Change Management practitioner, along with a series of panellists to discuss challenges, lessons and approaches to rolling out Salesforce across dispersed team.

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Salesforce CRM Demonstration for charities & non-profits

We’ll be taking you through live demonstrations of how Salesforce works and the features designed for charities.

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Four Essential Roles of an Awesome Admin

Join this session to learn the four essential roles of an #Awesome Salesforce Admin to keep your system safe, healthy, clean and revolutionary.

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Integrating online payments with your Salesforce CRM

We’re excited to announce our Live Q&A with FinDock who will be talking all things related to processing donations and synchronising data on donors with donations and more!

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How to scale up your front line services

We’re excited to announce our Live Q&A with Sarah Taylor from Alzheimer’s & Dementia Support Services.

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Free Guides

Guide to Impact Measurement Framework

Download our free guide to helping you develop your impact measurement framework for your charity.

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Guide to Website Optimisation for Salesforce

Our free guide to helping you optimise your website by integrating with Salesforce CRM

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Guide to Online Payments

Download our free guide to help you understand what online payment tools best integrate with your Salesforce CRM to maximise your donor potential.

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Guide to Making the Business Case for a CRM

Download our guide to help you prepare the business case for investing in a CRM system for your charity

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Guide to Marketing Solutions

Learn how you can improve your audience engagement through emarketing and CRM features

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