Salesforce Consultancy

Power the performance of your people and your nonprofit

Trusted by:

Economic Change is committed to helping organisations benefit from salesforce to improve

  • Financial efficiency and sustainability
  • Data and business intelligence
  • Customer service 
  • Stakeholder engagement and impact

What our Salesforce Consultancy includes

We empower you through four key pillars for success.

We are a proud Silver Salesforce.com Consulting Partner and Salesforce.org Impact Partner and offer a unique perspective and proposition.

Our consultants have first-hand knowledge and are passionate about the not-for-profit sector. We collaborate closely with clients to identify the core needs of their project and deliver to help you achieve success.

Management Strategy

We help management teams to rethink and redefine their management processes to achieve a coherent organisational strategy. Maximising the power of technology, we design solutions to capture relevant data, streamline teamwork, introduce automation and reduce administration. This will result in an improved return on investment.

Salesforce CRM

Combining a clear management strategy and key performance indicators, we help each charitable organisation to harness the power of Salesforce in conjunction with third-party apps. We implement a fully-customised client management system in order to manage and monitor the range of operational and delivery services.

Impact Measurement

We help clients to improve data intelligence. We identify their key performance indicators across departments, design a solution to collect and monitor data in an efficient and intentional manner. Results are demonstrated and evaluated in relation to internal and external stakeholders by use of reports and dashboards.

Change Management

We will support your change management process through sharing best practice in change management techniques and providing expertise through coaching and facilitation in specially designed workshops. We’ll work with you to create an improved strategy to excite, engage, influence and manage this change with your team.

Why Economic Change?

Our passion, expertise and dedicated approach is widely acclaimed by our clients. We help maximise the economic and social benefits of your Salesforce system including marketing automation. Since 2012, we have enabled our socially-driven clients to increase efficiency, sustainability and to maximise impact.

200+

Nonprofits

400+

Projects

65%

Repeat / Referral

3000+

Pro bono hours

How our Salesforce Consultancy Projects work

We see it as our responsibility to give you the strategy, tools and structure to embed your CRM system at the heart of your organisation, and to empower your team to use it to grow, scale and become more efficient – ultimately empowering your cause through our 5-step process.

1

Scoping Session

We turn your vision into a robust plan and streamline processes. This all starts with a clear strategy, our team of experienced and certified professionals provide a hands-on approach where we analyse your business, understand the current problems, your long term goals and objectives and create a strategy which maps this out in alignment with your key performance indicators.

2

Design Session

We help your team to appraise and map out a new way of working using new technology to keep it streamlined and lean. Creating clear process maps at the design stage empowers your teams to use their CRM in a consistent way, providing effective data and ensuring your organisation gains the maximum benefit from its investment.

3

Customisation

Nonprofits can benefit from the power of great technology. Our team are certified Salesforce professionals and customise Salesforce CRM and it’s range of products and ISV products to help support your fundraising, marketing, programme delivery, operations, volunteer management and support desk teams.

4

User testing and training

Once the system has been customised, our team will run through the system with the your team to enable them to learn how it works, test it and request any further changes that can be accommodated. User testing is combined with management training to maximise use of time on this programme. Following the completion of changes a final run-through of the solution will be presented to the client either onsite or virtually dependent on time and budget left. 

5

Basic Salesforce Admin training

We deliver training and facilitation on Salesforce Administration and Solutions to help you maximise the benefits of your CRM investment. Our training is tailored to you and are delivered by our Salesforce certified team.

Get started today

Book a FREE consultation with a member of our team and see how we can help empower your organisation.

Contact us

Charity Discount Package

You may qualify for our Charity Discount Package Scheme as part of a Salesforce Consultancy Contract. Book a call with one of our consultants to find out more.

Find Out More

Our Salesforce Consultancy Packages

We deliver projects using Agile Project Management Methodology. We prioritise the deliverables with your team to align to the available budget. Requirements can include:  

Consultancy Package
Options
Business Analysis 
Change Management
Salesforce Customisation
User Testing and Design
Training
ISV integration
Health Checks
Support Contracts

“Salesforce has vastly improved data capturing and associated reporting and analysis allowing for much more accurate impact assessment and management. It has provided a much clearer strategy around improving the organisations impact and service deliver using highly accurate data and reporting to make critical business decisions. It has been a truly exciting project for the Helpline Team at MS Society and we look forward to continuing to work with Economic Change as we expand our use of the system”

Jo Haffenden,
Impact And Evaluation Manager

Book a Digital Strategy Consultation

Book a FREE consultation with a member of our team. As part of the consultation, we will review your business priorities, technical requirements and product options to help you develop and reinforce your digital strategy.

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Explore our Services

Salesforce Support Contracts

An annual support contract gives you access to our team of Salesforce certified experts. We work with your team providing ongoing platform support to identifying opportunities for improvement.

Deliverables can include:

  • Salesforce System healthcheck.
  • Webinars & Online Training Courses.
  • Mentoring & Technical Support.
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Salesforce Training

Our experienced experts will provide a 6 month salesforce training course for your organisation on using Salesforce CRM. Each course is tailored for team members who are and will be administering A Salesforce system.

Deliverables can include:

  • Online Virtual Workshops.
  • In-house Training.
  • Nonprofit Success Pack.
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Salesforce Marketing Solutions

Marketing automation platforms are essential to help get the right messages to the right people. Our Salesforce certified partners support you with setup and integration of marketing automation.

Deliverables can include:

  • Marketing platform integrations.
  • Pardot Setup & Implementation.
  • Ongoing Technical Support.
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