Our Approach
Our Approach
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
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

Strategy
Turn your vision into a robust plan and streamlined processes.

IMPACT MEASUREMeNT
Define your performance indicators and undertake real-time analysis.

SALESFORCE CRM
Achieve big data analysis and personalised engagement strategies.

CHANGE MANAGEMENT
Accredited support to guide your team to successfully implement change.
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.
CRM Strategy
We are experienced and certified professionals, experienced in sector disciplines, business analysis and project management. Our customers highly acclaim our sector insight and hands-on approach to bringing their strategy to life. Through our 8 step process we work with client’s to refine their digital management processes and define their real-time key performance indicators.
Strategy
We are experienced and certified professionals, experienced in sector disciplines, business analysis and project management. Our customers highly acclaim our sector insight and hands-on approach to bringing their strategy to life. Through our 8 step management process we work with client’s to refine their management processes and define their real-time key performance indicators.
We take our clients through a personalised journey, using the services best suited to their needs. One in two clients use more than one of these services.
Strategy
We are experienced and certified professionals, experienced in sector disciplines, business analysis and project management. Our customers highly acclaim our sector insight and hands-on approach to bringing their strategy to life. Through our 8 step management process we work with client’s to refine their management processes and define their real-time key performance indicators.
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.
Project Management
Process
Mapping
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 training and facilitation on Salesforce Administration and Solutions to help you maximise the benefits of your CRM investment. Check out our Economic Exchange free webinars on the non-profit expertise page.
Training & Facilitation
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.
Process
Mapping
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.
Training & Facilitation
Business Analysis
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.
Project Management
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.
Process
Mapping
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.
Training & Facilitation
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.
Impact Management
Your mission is our passion. We choose to work with non-profits as we aspire to support a greater cause. We take clients through our 8 step guide to impact management helping them to define their impact indicators and adopt technology to monitor impact real-time.
Impact Management
Your mission is our passion. We choose to work with non-profits as we aspire to support a greater cause. We take clients through our 8 step guide to impact management helping them to define their impact indicators and adopt technology to monitor impact real-time.
Impact
Management
Your mission is our passion. We choose to work with non-profits as we aspire to support a greater cause. We take clients through our 8 step guide to impact management helping them to define their impact indicators and adopt technology to monitor impact real-time.
Theory of
Change
We will help to define outputs and outcome indicators and translate that into a theory of change for your organisation.
We help clients to embrace technology to capture and analyse data in different ways at a personal and aggregated level.
Monitoring
Impact
External
Evaluation
We provide a mentoring and independent verification role to help clients gain an unbiased perspective on their approach and analysis of data.
Theory of
Change
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.
Monitoring
Impact
External
Evaluation
We provide a mentoring and independent verification role to help clients gain an unbiased perspective on their approach and analysis of data.
Theory of
Change
Our structured approach helps you to define outputs and outcome indicators. We deliver in-house or public workshops.
Monitoring
Impact
We help clients to embrace technology to capture and analyse data in different ways at a personal and aggregated level.
External
Evaluation
We provide a mentoring and independent verification role to help clients gain an unbiased perspective on their approach and analysis of data.
Technology
We believe that any non-profit can benefit from the power of great technology to further their cause. At Economic Change, we are a Salesforce.org Impact Partner and specialise in helping non-profit’s adopt the benefits of the Salesforce Non-Profit Cloud.
Technology
We believe that any non-profit can benefit from the power of great technology to further their cause. At Economic Change, we are a Salesforce.org Impact Partner and specialise in helping non-profit’s adopt the benefits of the Salesforce Non-Profit Cloud.
Technology
We believe that any non-profit can benefit from the power of great technology to further their cause. At Economic Change, we are a Salesforce.org Impact Partner and specialise in helping non-profit’s adopt the benefits of the Salesforce Non-Profit Cloud.





