Volunteer Exchange

Empower your volunteer team with a complete volunteer management solution.

TRUSTED BY OVER 300 CLIENTS INCLUDING:

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

Poor Volunteer Experience

Lack of Data Quality

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.

Online Volunteer Community

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

Internal Departmental Efficiency

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

Need a volunteer management implementation?

We’ve got you covered, Talk to our certified experts today.

Check out what our customers say..

“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

“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.

‘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

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.

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 V Role Directory
Online Application 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.

Our Partners

We work with a number of technical partners to bring our fundraising 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 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.

Docusign

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.

Form Assembly

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

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.