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 four key pillars for success. These together form our unique service offering:
A great strategy + clear goals + powerful technology
Our Approach
We take a structured approach to analysing, planning and implementing projects that focus on helping a client to realise their management strategy by harnessing the power of technology. This approach can be applied to one or many departments or teams of an organisation e.g. fundraising, volunteering, service delivery, HR. Our approach has been designed based on best practice principles we have learnt through undertaking accredited training in Salesforce, Project Management, Business Analysis and Change Management.
Bringing a wealth of experience from the non-profit, corporate and public sector, we strive to understand and help you to achieve your organisation goals and strategy. Through our elicitation with stakeholders, we will listen, understand and share best practice to co-design the best process and technology to achieve your vision.
We are qualified project managers and work closely with the client-side project manager, to schedule and agree a project management plan to deploy a project within time and budget. Our focus on Agile methodology supports a client to achieve priority deliverables within a fixed price budget.
We help your team to appraise and map out a new way of working using new technology to keep it streamlined and lean. Giving a clear process empowers your teams to use the CRM in a consistent way, providing effective data and ensuring your organisation gains the maximum benefit from its investment.
We deliver in-house and public workshops on strategic areas: Marketing, Social Media, Volunteer Management, Fundraising, Impact Management, Change Management, alongside Salesforce Administration to help you maximise the benefits of your CRM investment. Check out our Economic Exchange free webinars on the non-profit expertise page.
Our structured approach helps you to define outputs and outcome indicators. We deliver in-house or public workshops.
We help clients to embrace technology to capture and analyse data in different ways at a personal and aggregated level.
We provide a mentoring and independent verification role to help clients gain an unbiased perspective on their approach and analysis of data.
