5 themes you should know about for 2018

Blog, Business Management, Digital, Marketing, Salesforce CRM, Uncategorized / By Heather Black

Each year we focus on key themes for management and technology in the sector, through our blogs, webinars and resources. We listen to your challenges, and share our learnings to empower all our clients to embrace new technologies, help teams work smarter, maximise stakeholder engagement and improve customer satisfaction. Here are our top 5 themes you should know about for 2018… [highlight dark=”no”]Data protection[/highlight] - the hot topic is still data protection …

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Client Case Study: Visionary - Linking Local Sight Loss Charities

Blog, Business Management, Salesforce CRM, Strategy / By Heather Black

Client Case Study: Visionary - Linking Local Sight Loss Charities Visionary is a membership organisation for local sight loss charities (sometimes known as local societies or associations for blind and partially sighted people). Visionary believes that local organisations are best placed to offer local help and support. They have lots of information and advice and practical …

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Contact Management in your CRM

Business Management, Data Protection, Events, Salesforce CRM, Training / By Heather Black

Contact Management in a CRM – Setting the Rules A CRM is only as good as the data that is put into it, so how do you co-ordinate management of stakeholder information to comply with data protection guidelines and also improve intelligence and management of stakeholder relationships? At Economic Change we have been running this workshop theme almost on a daily …

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Salesforce for GDPR Compliance

Blog, Business Management, Data Protection, Salesforce CRM, Uncategorized / By Heather Black

Using Salesforce for GDPR Compliance At Economic Change we have been supporting customers to implement changes to their CRM to align with new GDPR compliance. Key steps to take include centralisation of data, security, communication preferences, data protection regulation gdpr, business rules and changing business processes amongst many other things, but one solution is to create a Dashboard that helps to demonstrate indicators of compliance …

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From Salesforce Admin to Data Manager

Blog, Business Management, CSR, Data Protection, Salesforce CRM, Salesforce recruitment, Training, Women in Tech / By Heather Black

From Salesforce Admin to Data Manager – the changing job responsibilities of an Internal Admin With increasing attention on GDPR, data compliance, security and customer intelligence, the traditional role of a Salesforce Admin is quickly evolving into a Data Manager with more responsibility for the organisation’s data. At Economic Change we have been helping our charities to shape the internal responsibilities of their Data Managers, and to recruit Data Managers through our …

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Customer Intelligence and GDPR - what do you really need to know?

Business Management, Data Protection, Salesforce CRM / By Heather Black

Customer Intelligence and GDPR - what do you really need to know? This month we have been talking about data protection, in respect to the upcoming GDPR legislation. Anyone who processes personal information must comply with the six Principles of the Data Protection Act, which make sure that personal information is: fairly and lawfully processed; …

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Responsible Business Week - are you in?

Blog, Business Management, CSR, Social, Strategy, Uncategorized / By Heather Black

Are you a Responsible Non-Profit or Business? As part of Responsible Business Week, we are championing that all organisations whether commercial or non-profit should take steps to measure their wider social, economic and environmental impact as part of their everyday operations and business practices. It’s often known as corporate social responsibility (CSR), but it’s not …

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Economic Exchange: Shaping Future Strategy for Youth Organisations

Business Management, change management, Salesforce CRM, Uncategorized, Volunteering, Youth / By Heather Black

Shaping Future Strategy for Youth Organisations During our latest Economic Exchange webinar, we shared different approaches to shaping and realising a strategy for youth support organisations, to deliver their services whilst embracing digital technology. We reviewed the role of data, approaches to communications and how to empower and support your team of staff and volunteers …

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Top Tips: National and International CRM Roll-out

Blog, Business Management, change management, Salesforce CRM, Uncategorized / By Heather Black

Top Tips from our Webinar: National and International Salesforce CRM Roll-out By guest bloggers, Sarah Ludbrook and Martin Brockwell - Project Managers at Economic Change CIC “Our team has successfully helped both local and national charities roll out CRM across their offices. This is quite often a complex and time-consuming process, so we wanted to share a few tips …

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9 Ways to Improve Sustainability for Your Non-Profit in 2017

Blog, Business Management, Salesforce CRM, Social Impact, Strategy, Uncategorized / By Heather Black

We believe that innovation, competitiveness and efficiency are the three key ingredients to sustainability in 2017, so we’ve highlighted 3 key actions for the year. 1. Innovation Undertake primary research with your beneficiaries to find out what they need, and seek their ideas for service development. Funders love to see that you have evidence …

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