Tired of endless spreadsheets? We’ve got the complete solution

We’ll implement Salesforce Nonprofit Cloud to empower your organisation to work more efficiently. Here’s how we can support your individual team function (we also work organisation-wide) to deliver particular elements of the Salesforce Nonprofit Cloud to achieve your objectives.

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Fundraising

  • Increase income & manage online donations
  • Grow and engage your customer base
  • Maximise your supporter and fundraiser interactions

Impact Delivery

  • No-fuss evidence for funding applications
  • Streamline reporting processes with transparent dashboards
  • Record all intervention and outcomes in one place

Helpdesk & Helplines

  • Support helpline staff in resolving cases easily​
  • Develop assignment queues to efficiently turn cases around
  • Handle complex and large numbers of service users

Grant Management

  • Online application forms & e-signature contracts
  • Communities for grant assessment
  • Online real-time reporting and analytics

Managing Volunteers

  • Build lasting relationships with your volunteers
  • Report real-time to funders on demand
  • Engage and retain new volunteers to scale your organisation

Membership

  • Manage subscriptions and membership renewals
  • Provide a unique and tailored member experience
  • Build communities to encourage collaboration

Education

  • Manage students and course all from one platform
  • Improve communication in a dynamic way
  • Improve communication between staff and students

Marketing

  • Marketing automation and engagement
  • Integrate email marketing and social media into your CRM
  • Create automated journeys and nurture relationships

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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Our Salesforce Services

We take a structured approach to analysing, planning and implementing projects that focus on helping our clients realise their management strategy by harnessing the power of technology.

This approach can be applied to one or more departments, or teams within 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.

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“The implementation of Salesforce has invigorated IYF, we’re now a more open, more connected and more engaged organisation. We’re still very much at the start of our journey, but are extremely excited by the granularity of data now available to us and the opportunities this brings.”

Pia Campbell,
Director, Monitoring,Evaluation & Learning

Get started today

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

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