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

 

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.

contact us OUR NON-PROFIT EXPERTISE

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.

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.

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.

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.

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.

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.

We implement Salesforce CRM for international, national and local non-profits, social businesses and educational establishments of all sizes. We harness the power of the platform and third party apps to support fundraising, marketing, programme delivery, operations, volunteer management and support desk teams. Check out our non-profit expertise here.

We empower, train and support your in-house salesforce champions to embed and develop their CRM through training, mentoring and hands-on support. We offer a range of support packages providing monthly or annual payment plans to receive just in time support. You may also like to view our free Salesforce Champions webinars on our non-profit expertise page.

We offer small charities a discounted package of support through our Salesforce Supermums programme. Our programme trains mums returning to work as salesforce administrators and during their work experience the trainees work alongside our consultants to offer 6 free days of implementation support. Find out more here. 

Marketing automation, social selling and campaigns tracking integrated directly with your Salesforce CRM. Scale and manage your campaigns for fundraising, membership management and engagement and prove your marketing ROI without having to grow your marketing team. We’re Salesforce Pardot and Social Studio specialists, and also work with partners to deliver Marketing Cloud and other email marketing solutions.

We implement Salesforce CRM for international, national and local non-profits, social businesses and educational establishments of all sizes. We harness the power of the platform and third party apps to support fundraising, marketing, programme delivery, operations, volunteer management and support desk teams. Check out our non-profit expertise here.

We empower, train and support your in-house salesforce champions to embed and develop their CRM through training, mentoring and hands-on support. We offer a range of support packages providing monthly or annual payment plans to receive just in time support. Download our Support Contact PDF here. Check out our Salesforce Champion free webinars on the non-profit expertise page.

We offer small charities a discounted package of support through our Salesforce Supermums programme. Our programme trains mums returning to work as salesforce administrators and during their work experience the trainees work alongside our consultants to offer 6 free days of implementation support. Find out more here. 

Marketing automation, social selling and campaigns tracking integrated directly with your Salesforce CRM. Scale and manage your campaigns for fundraising, membership management and engagement and prove your marketing ROI without having to grow your marketing team. We’re Salesforce Pardot and Social Studio specialists, and also work with partners to deliver Marketing Cloud and other email marketing solutions.

We implement Salesforce CRM for international, national and local non-profits, social businesses and educational establishments of all sizes. We harness the power of the platform and third party apps to support fundraising, marketing, programme delivery, operations, volunteer management and support desk teams. Check out our non-profit expertise here.

We empower, train and support your in-house salesforce champions to embed and develop their CRM through training, mentoring and hands-on support. We offer a range of support packages providing monthly or annual payment plans to receive just in time support. Download our Support Contact PDF here. Check out our Salesforce Champion free webinars on the non-profit expertise page.

We offer small charities a discounted package of support through our Salesforce Supermums programme. Our programme trains mums returning to work as salesforce administrators and during their work experience the trainees work alongside our consultants to offer 6 free days of implementation support. Find out more here. 

Marketing automation, social selling and campaigns tracking integrated directly with your Salesforce CRM. Scale and manage your campaigns for fundraising, membership management and engagement and prove your marketing ROI without having to grow your marketing team. We’re Salesforce Pardot and Social Studio specialists, and also work with partners to deliver Marketing Cloud and other email marketing solutions.

The Salesforce Nonprofit Cloud brings the World’s #1 CRM system to over 32,000 charities and educational organisations globally.

The Salesforce Nonprofit Cloud brings the World’s #1 CRM system to over 32,000 charities and educational organisations globally.

The Salesforce Nonprofit Cloud brings the World’s #1 CRM system to over 32,000 charities and educational organisations globally.

We can support the change management process through sharing our Guide to Change Management and provide input via one to one leadership coaching, facilitated workshops with executive teams or consultancy to create a change management strategy. We’ll help you create a strategy to engage, influence, and manage this change with your team.