Salesforce Case Study – Action Hants

Salesforce Case Study: Action Hampshire

Foaction hantsr almost 70 years, Action Hampshire has been supporting not-for-profit organisations to deliver great services to local people and communities;
speak up for the changes they would like to see; and shape the future of where they live and work.

Their vision is for a strong, independent and enterprising not for profit sector in Hampshire and Portsmouth.

About the Projectpantry-partnership-63-2

Action Hampshire wanted to introduce a new CRM to:

  • [highlight dark=”no”]manage different stakeholder interactions[/highlight] and communications
  • [highlight dark=”no”]report on delivery and outcomes[/highlight] on funded projects
  • [highlight dark=”no”]manage sales and funding[/highlight] pipeline
  • provide a [highlight dark=”no”]new HR system[/highlight]
  • create a new [highlight dark=”no”]membership community[/highlight]

What the client says…

“Economic Change has worked hard to understand our aims and objectives for using Salesforce and customised the system so it can help us work more efficiently and effectively as an organisation. The team are very approachable, do not use overly-technical language and understand the importance of being clear about the business processes which underpin the use of Salesforce. They have a good understanding of the not for profit sector and its specific needs.”

Rosie Taylor, Action Hants

Take Action

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  • Watch our free webinar from Trustees’ Week  to learn about Salesforce CRM and what it could do for your charity. Click here
  • To read more about what Salesforce and integrated apps can do for your organisation around service delivery, fundraising and volunteering, amongst other things click here 
  • To speak to Heather at Economic Change about the digital solutions we offer, or for a free digital health check, please contact Heather@economicchange.co.uk
  • Check out our special offer for small charities to go digital with 50% free support – click here to check it out
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