Our Services
Our Services
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.
Impact Measurement
We provide support to help you monitor and evaluate your social impact, guiding you through key steps of the process as defined in our Guide to Measuring Social Impact.
We can work on one-off projects or offer online training for your organisation. Want help managing your impact?
CONTACT US
Salesforce Implementation
We will work with you to gather requirements to your project, agreeing what’s achievable with your available budget. We can provide as much, or as little as you need to get your Salesforce org up and running.
CONTACT US To ARRANGE A FREE CONSULTATIONSalesforce Support
Salesforce Champion Mentoring – Suitable for internal Salesforce Admins who would benefit from mentoring and guidance to develop Salesforce themselves. Can also provide holiday cover.
Salesforce Support Package – Suitable for existing Salesforce customers who don’t have a dedicated Internal Salesforce Administrator and require hands-on support to manage and customise the system and support and train end users.
Salesforce Development Package – Suitable for existing Salesforce customers who plan to further develop their Salesforce instance and require hands-on support from consultants.
Salesforce Support Contracts
Our Salesforce Support for Non-Profits Package offers:
Just in Time Flexible Support –
Your time can be used towards training, customisation or analysis work delivered by any of our team. We can respond to requests (within office hours) and response time will depend on the level of urgency set.
Latest Release Briefing – We will review the latest features offered in Salesforce releases three times a year, and call to update you on any particular features that we think would benefit your organisation. We will also notify you of any relevant critical updates.
Health Check – We will meet with you to help undertake a review of how your organisation and team are using Salesforce and identify challenges or opportunities to optimise adoption and efficiency.
Dedicated Customer Area – Clients can access information about their contracts via our customer portal using Salesforce communities. Within this area you can log cases for the team’s attention and track progress. *Online Training* – We continue to develop a resource of videos and webinars to cover Salesforce administration tasks, alongside information about ways to develop your Salesforce instance to maximise its value to your organisation. These resources will be available to you within the online community.
Free Webinars – Throughout the year we organise free Salesforce Champion webinars to provide useful insight and information to our current and prospective clients about what can be achieved.
download our pricing guide
Dedicated Customer Area – Clients can access information about their contracts via our customer portal using Salesforce communities. Within this area you can log cases for the team’s attention and track progress. *Online Training* – We continue to develop a resource of videos and webinars to cover Salesforce administration tasks, alongside information about ways to develop your Salesforce instance to maximise its value to your organisation. These resources will be available to you within the online community.
Change Management
We’ll work with you to drive change across the whole organisation to support your CRM implementation. Our accredited Change Management expertise will help you successfully embed your new system by engaging stakeholders, and giving them the tools and support to adopt the new approach and technology.
DOWNLOAD OUR CHANGE MANAGEMENT GUIDE
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.
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.
OUR NON-PROFIT EXPERTISEImpact Measurement
We provide support to help you monitor and evaluate your social impact, guiding you through key steps of the process as defined in our Guide to Measuring Social Impact.
We can work on one-off projects or offer online training for your organisation. Want help managing your impact?
CONTACT US
Salesforce Implementation
We will work with you to gather requirements to your project, agreeing what’s achievable with your available budget. We can provide as much, or as little as you need to get your Salesforce org up and running.
CONTACT US To ARRANGE A FREE CONSULTATIONSalesforce Support
Salesforce Champion Mentoring – Suitable for internal Salesforce Admins who would benefit from mentoring and guidance to develop Salesforce themselves. Can also provide holiday cover.
Salesforce Support Package – Suitable for existing Salesforce customers who don’t have a dedicated Internal Salesforce Administrator and require hands-on support to manage and customise the system and support and train end users.
Salesforce Development Package – Suitable for existing Salesforce customers who plan to further develop their Salesforce instance and require hands-on support from consultants.
Salesforce Support Contracts
Our Salesforce Support for Non-Profits Package offers:
Just in Time Flexible Support –
Your time can be used towards training, customisation or analysis work delivered by any of our team. We can respond to requests (within office hours) and response time will depend on the level of urgency set.
Latest Release Briefing – We will review the latest features offered in Salesforce releases three times a year, and call to update you on any particular features that we think would benefit your organisation. We will also notify you of any relevant critical updates.
Health Check – We will meet with you to help undertake a review of how your organisation and team are using Salesforce and identify challenges or opportunities to optimise adoption and efficiency.
Dedicated Customer Area – Clients can access information about their contracts via our customer portal using Salesforce communities. Within this area you can log cases for the team’s attention and track progress. *Online Training* – We continue to develop a resource of videos and webinars to cover Salesforce administration tasks, alongside information about ways to develop your Salesforce instance to maximise its value to your organisation. These resources will be available to you within the online community.
Free Webinars – Throughout the year we organise free Salesforce Champion webinars to provide useful insight and information to our current and prospective clients about what can be achieved.
download our pricing guide
Dedicated Customer Area – Clients can access information about their contracts via our customer portal using Salesforce communities. Within this area you can log cases for the team’s attention and track progress. *Online Training* – We continue to develop a resource of videos and webinars to cover Salesforce administration tasks, alongside information about ways to develop your Salesforce instance to maximise its value to your organisation. These resources will be available to you within the online community.
Change Management
We’ll work with you to drive change across the whole organisation to support your CRM implementation. Our accredited Change Management expertise will help you successfully embed your new system by engaging stakeholders, and giving them the tools and support to adopt the new approach and technology.
DOWNLOAD OUR CHANGE MANAGEMENT GUIDE
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.
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.
OUR NON-PROFIT EXPERTISEImpact Measurement
We provide support to help you monitor and evaluate your social impact, guiding you through key steps of the process as defined in our Guide to Measuring Social Impact.
We can work on one-off projects or offer online training for your organisation. Want help managing your impact?
CONTACT USSalesforce Implementation
We will work with you to gather requirements to your project, agreeing what’s achievable with your available budget. We can provide as much, or as little as you need to get your Salesforce org up and running.
CONTACT US To ARRANGE A FREE CONSULTATIONSalesforce Support
Salesforce Champion Mentoring – Suitable for internal Salesforce Admins who would benefit from mentoring and guidance to develop Salesforce themselves. Can also provide holiday cover.
Salesforce Support Package – Suitable for existing Salesforce customers who don’t have a dedicated Internal Salesforce Administrator and require hands-on support to manage and customise the system and support and train end users.
Salesforce Development Package – Suitable for existing Salesforce customers who plan to further develop their Salesforce instance and require hands-on support from consultants.
Salesforce Support Contracts
Our Salesforce Support for Non-Profits Package offers:
Just in Time Flexible Support –
Your time can be used towards training, customisation or analysis work delivered by any of our team. We can respond to requests (within office hours) and response time will depend on the level of urgency set.
Latest Release Briefing – We will review the latest features offered in Salesforce releases three times a year, and call to update you on any particular features that we think would benefit your organisation. We will also notify you of any relevant critical updates.
Health Check – We will meet with you to help undertake a review of how your organisation and team are using Salesforce and identify challenges or opportunities to optimise adoption and efficiency.
Dedicated Customer Area – Clients can access information about their contracts via our customer portal using Salesforce communities. Within this area you can log cases for the team’s attention and track progress. *Online Training* – We continue to develop a resource of videos and webinars to cover Salesforce administration tasks, alongside information about ways to develop your Salesforce instance to maximise its value to your organisation. These resources will be available to you within the online community.
Free Webinars – Throughout the year we organise free Salesforce Champion webinars to provide useful insight and information to our current and prospective clients about what can be achieved.
DOWNLOAD OUR PRICING GUIDE
Dedicated Customer Area – Clients can access information about their contracts via our customer portal using Salesforce communities. Within this area you can log cases for the team’s attention and track progress. *Online Training* – We continue to develop a resource of videos and webinars to cover Salesforce administration tasks, alongside information about ways to develop your Salesforce instance to maximise its value to your organisation. These resources will be available to you within the online community.
Change Management
We’ll work with you to drive change across the whole organisation to support your CRM implementation. Our accredited Change Management expertise will help you successfully embed your new system by engaging stakeholders, and giving them the tools and support to adopt the new approach and technology.
DOWNLOAD OUR CHANGE MANAGEMENT GUIDE
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.
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 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
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
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
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.
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.
