The complete fundraising solution

Empower your fundraising team with Fundraising Exchange – providing a range of tools to maximise income efforts.

Complete your details and book a demo with a team member

TRUSTED BY OVER 300 CLIENTS INCLUDING:

Are you looking to improve your membership experience with a one stop membership solution? Then read on…does this sound familiar?

Time Consuming Administration

Poor Membership Experience

Lack of Data Quality

Membership Exchange Features

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

Integrated Membership Database

Benefit from a 360 view of your members to communicate, track services delivered and identify areas to support them.

Online Membership Community

Empower your members with self-service capabilities, access to searchable knowledge, discussion groups and directories.

Internal Departmental Efficiency

Improve business processes between sales, membership, finance and comms to streamline internal processes and customer service.

Need a Membership implementation?

We’ve got you covered. Get connected to our in-house membership experts to start your digital transformation.

Check out what our customers say..

“Economic Change have done a world of good for our organisation through their Salesforce support and I have absolute confidence in their CRM and impact measurement expertise. They have changed the way we work to help our team embed more efficient processes, save on admin time, and create a better experience for our members. For us, accessibility for people with sight loss and the assistive technology they use was really important. Our partner understood these needs and already had a good level of awareness. ”

Alexa Sage Development and Innovation Manager

“The project involved the set up and customisation of a CRM database so that an Umbrella organisation might better manage its correspondence and relationships with around 120 member organisations. The project involved CRM customisation, data import, Eventbrite and Mail Chimp Integrations. We appreciated the time spent by Economic Change understanding our organisation and business model, the care taken to get the details right, and the wisdom that came with the experience about how best to implement what we needed.”

Nick Ralph Council for Social Responsibility (CSR) in Portsmouth

“We needed a system and online registration and payment process to manage the membership of the 160,000 charities and their contacts, across England and Wales. We implemented Salesforce with online registration and payment capabilities using Form Assembly and a Xero account integration to enable initial and renewal annual membership payments. Invoicing for fees is now easy, meaning income streams are predictable and analytics can improve performance of this income in the future. We have real time analytics and data for meetings as we need.

Full overview of our membership solution

Our Membership 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 membership experience.

Standard

Optional

Features	Included
Lead Management
Contact Management
Household/Account Mgmt
Opportunity Management
Activity Management
Communication Tools
Campaign Management
Reports and Dashboards
Mobile Access
Workflows and Approvals
Multi-currency/locales
Duplicate management
Online Application

Features	Included
Member Management
Renewal Management
Member Helpdesk
Contract Automation
Member Community
Online Annual Reporting
Member Directory
Member Location Map
Support Tracking
Media Management
Advanced Analytics
Online Knowledge Area
Integrated E-marketing
Integrated Event Management
Integrated Financial Systems

Thinking about streamlining your membership management process using digital solutions?

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.

FinDock

FinDock is a Salesforce native Customer Payment Management platform. It allows organisations to unlock and manage the services of their preferred Banks, Payment Providers and FinTech, directly from the heart of the customer profile. It manages online payments, automated gift aid and bank reconcilation

Lighthouse KMS

If you require advanced knowledge management functionality we harness the power of Lighthouse KMS to be provide an enhanced self-service information, advice and guidance service for members.

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.