Impact Exchange

Empower your programme delivery team with a complete programme and impact management solution.

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TRUSTED BY OVER 300 CLIENTS INCLUDING:

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 and manual 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.

Features

Standard
Optional
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
Online Application Tool
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

Find out what our customers think

“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

View Success Story

“Effective data capture and management in Salesforce has enabled us to help support more families, prove our value & impact. It has empowered us to increase our capacity to deliver. Economic Change were so easy to work with, they completely understood our needs and communicated extremely well. Our usage of Salesforce is completely transforming our efficiency and ability to focus on the individual we are supporting.”

View Success Story

“Salesforce has allowed us to comprehensively manage our portfolio of programmes on projects on a national scale. This has been vital as we expand our delivery to retain the organizational knowledge and ensure that quality standards are met. The support provided by Economic Change has been essential.”

Karl Hankinson, Director of Programmes and Operations

View Success Story

Our Partners

We work with a number of technical partners to bring our impact management solution to life.

Salesforce

Salesforce offers a #1 CRM tool with a built in non-profit success pack which has some ready made features to support programme and impact management. We build on this using products such as Community Cloud, Service Cloud, Pardot, Einstein Analytics to realise a great Impact Management Solution for clients.

Form Assembly

Form Assembly offers a integrated online form experience for application forms, assessments, feedback forms etc. The forms can be presented by email, presented on web, or embedded within Salesforce communities to intuitively capture or present information given by beneficiaries and connect the dots within the system to give a 360 view.

Social Suite

Social Suite offers a comprehensive packaged solution with advanced analytic capabilities for larger scale organisations and programmes with advanced monitoring and evaluation needs. It comes with integrated online form experience for application forms, assessments, feedback forms etc. It is native to Salesforce to intuitively capture or present information given by beneficiaries to connect the dots within the system to give a 360 view.

Our Customers
love what we do

Over 600 Projects delivered to over 300 non profits. Economic Change has empowered companies of all sizes with Salesforce.

Read our Success stories

“This was a completely new project for us, the team were fantastic and made this journey enjoyable and a lot easier to manage. Their communication was excellent and very clear, keeping us informed throughout the process. All questions were answered efficiently and they were quick to help us out when ever we needed.”

RSPCA Norwich

Salesforce Verified


This review is provided to Salesforce by the customer in a project satisfaction survey.

“Economic Change worked very closely with us,was very approachable and was excellent at explaining things in a way that we could easily understand. Their help was much appreciated by our team and the wider organisation who have been impressed at how we are starting to implement what we have learnt. ”

Plunkett Foundation

Salesforce Verified


This review is provided to Salesforce by the customer in a project satisfaction survey.

“Economic Change really understood how our charity works which proved to be very useful in designing our salesforce org. We have now a very flexible and valuable tool that will help us keep up to date information on our contacts, relationships and activities. This in turn will massively reduce the time collecting our stats for grant funders. Thank you!”

Entelechy Arts

Salesforce Verified


This review is provided to Salesforce by the customer in a project satisfaction survey.

“Economic Change and our assigned consultant really went above and beyond to develop what we needed. During the scoping period, they really worked with us to identify the priorities and find ways to get the most functionality out of our limited budget. Our consultant was very patient and flexible, adapting things as we tested and refined our needs. The Supermum trainee was smart, efficient, and led a great Admin training. Economic Change also provided input on the most appropriate payment processor for us, which was area that we weren’t implementing on this project. I have already recommended Economic Change to a friend at another charity and I would gladly do so again.”

The Care Workers Charity

Salesforce Verified


This review is provided to Salesforce by the customer in a project satisfaction survey.

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