Volunteer Exchange

Empower your volunteer team with a complete volunteer management solution.

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Are you looking to improve your volunteer experience with a one stop volunteer management solution?

Then read on…does this sound familiar?

Time Consuming Administration

  • Offline or paper-based and manual processing
  • Poor onboarding and induction processes
  • Poor volunteer conversation

Poor Volunteer Experience

  • Clunky application process
  • No single platform for training or communication
  • No secure way for volunteers to communicate availability, progress or issues

Lack of Data Quality

  • Poor intelligence on attraction and conversation of volunteers
  • Limited visibility on volunteer engagement and outcomes
  • Clunky approach to matching volunteers to opportunities

Volunteer Exchange Features


Check out the range of features available in our volunteer management solution below to meet the needs of volunteer teams and the range of outcomes that our clients shout about.

Integrated Volunteer Database

Benefit from a 360 view of your volunteers to communicate, manage availability, allocation, outputs and outcomes.

  • Automate the application process
  • Track volunteer engagement rates
  • Record delivery and communications
  • Increased efficiency
  • Improved conversion and retention
  • Greater data visibility

Online Volunteer Community

Empower your volunteers with self-service capabilities, access to secure information, training, volunteer opportunities and peer support groups.

  • Branded portal for volunteers
  • Self-service volunteer management
  • Secure communication and support
  • Improved engagement
  • Improved retention rates
  • Improved customer service

Internal Departmental Efficiency

Improve processes between marketing, volunteer management and delivery teams to streamline internal processes and customer service.

  • Integration with E-marketing
  • Integration with LMS software
  • Improved monitoring and evaluation
  • Improved quality assurance
  • Improved impact intelligence
  • Improved efficiency

Need a volunteer management implementation?

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“Economic Change have been instrumental in not only implementing Salesforce at Trailblazers, but helping the team get to grips with a deeper understanding of how to effectively use and manage the solution. Salesforce has given us so much more confidence in our data intelligence and made it significantly easier for us to collect and store data, access it, and share it internally and with our wider mentor community “

John Shephard
CEO, Trailblazers

View Success Story

“Economic Change developed a good understanding of our business and our requirements, and from that developed solutions which have helped us deliver better services and scale up. Our Salesforce database now helps us track engagement, interactions and information about our landlords and tenants which has improved efficiency and allows us to scale up our operation as well as measure our impact better.”

Peter Brown, Managing Director, Dot Dot Dot.

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‘Salesforce gave us the confidence to grow our volunteer network with a safe and efficient system to manage that growth. We have moved from spreadsheets to a centralised system nationally. It has reduced admin and improved efficiency for our team and improved moral and engagement of our volunteers. We know our system gives us a compliant process, improved customer experience and quality control.”

Sally Goodyear, National Volunteer Manager

View Success Story

Full overview of our Volunteer Exchange solution

Our Volunteer 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 volunteer management experience.


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
Duplicate management
Online V Role Directory
Online Applications Tool
Volunteer Matching Tool
Volunteer Community
Online Reporting
Integrated LMS
Volunteer Location Map
Support Desk
Advanced Analytics
Online Knowledge Area
Integrated E-marketing
Integrated Event Management

Thinking about how Volunteer Management Process can solve your digital problems?

Download our Business Analysis Questionnaires to think through your requirements.

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Our Partners

We work with a number of technical partners to bring our volunteer 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 volunteer management. We build on this using products such as Community Cloud, Service Cloud, Pardot, Einstein Analytics to realise a great Volunteer Management Solution for clients.

Form Assembly

Form Assembly offers a integrated online form experience for application forms, due diligence checks, 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 volunteers and connect the dots within the system to give a 360 view.


Docusign can be integrated with Salesforce to support the merge of relevant information to automate  contract creation and capture e-signatures with volunteers and beneficiariesquickly and easily. With audit trails pulling the information back into Salesforce to support your compliance requirements.

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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Grant Management