Impact Exchange
Are you looking to improve your programme and impact management with a one stop shop solution? Then read on…does this sound familiar?
Time Consuming Administration
- Offline or paper-based donation processing
- Poor diagnostic and onboarding processes
- Inconsistent beneficiary communication
Poor Beneficiary Experience
- Clunky diagnostic and assessment process
- No single platform for tracking support and communication between delivery staff or partners
- No secure way for all stakeholders to communicate progress or issues
Lack of Data Quality
- Poor intelligence on outputs and outcomes
- Limited visibility on beneficiary engagement and progress
- Clunky approach to referring beneficiaries to other support or opportunities
Impact Exchange Features
Check out the range of features available in our impact management solutions below to meet the needs of programme delivery teams and the range of outcomes that our clients shout about.
Integrated Beneficiary Database
Benefit from a 360 view of your beneficiaries to communicate, manage service provision, assess progress, outputs and outcomes.
- Online applications and assessments
- Track beneficiary engagement and impact
- Record delivery and communications
- Increased efficiency
- Improved conversion and retention
- Greater data visibility
Online Beneficiary Community
Empower your beneficiaries with self-service capabilities, access to information, training, progress reporting and peer support groups.
- Branded portal for beneficaries and partners
- Online information hub and support
- Secure communication and reporting
- Improved engagement
- Improved retention rates
- Improved customer service
Internal Departmental Efficiency
Improve processes between marketing, operational and delivery teams to streamline internal processes and customer service.
- Integration with E-marketing
- Integration with LMS software
- Improved monitoring and evaluation
- Improved GDPR compliance
- Improved quality assurance
- Improved impact intelligence
- Improved efficiency
Need a Programme and Impact Management implementation?
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Full overview of our Impact Exchange solution
Our Programme and Impact Management solution brings together all of the benefits of the #1 Salesforce CRM platform and Non Profit Success Pack with additional features that we feel creates a full beneficiary management experience.
Standard
Optional
| Features | Included |
|---|---|
| Lead Management | |
| Contact Management | |
| Household/Account Mgmt | |
| Activity Management | |
| Communication Tools | |
| Opportunity Management | |
| Engagement Levels | |
| Campaign Management | |
| Reports and Dashboards | |
| Mobile Access | |
| Workflows and Approvals | |
| Multi-currency/locales | |
| Duplicate management |
| Features | Included |
|---|---|
| Online Application Tool | |
| Donor Community | |
| Diagnostic / Assessments | |
| Beneficiary Management | |
| Partner Management | |
| Output Tracking | |
| Outcome Tracking | |
| Referral Tracking | |
| Contract Automation | |
| Beneficiary Community | |
| Online Assessment Forms | |
| IAG Directory | |
| IAG Help Desk | |
| Self-Service Knowledge Portal | |
| Media Management | |
| Advanced Analytics | |
| Online Knowledge Area | |
| Impact Report Mgmt | |
| Partner/Funder Portal | |
| Integrated E-marketing | |
| Integrated Event Management |
Thinking about how Impact Delivery can solve your digital problems?
Download our Business Analysis Questionnaires to think through your requirements.
Our Partners
We work with a number of technical partners to bring our impact management solution to life.
Salesforce offers a #1 CRM tool with a built in non-profit success pack which has some ready made features to support fundraising management. We build on this using products such as Community Cloud, Service Cloud, Pardot, Einstein Analytics to realise a great Fundraising Solution for clients.
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.
