CRM

CRM Launch #2 – How to create a clear business case

You know you need a new CRM – it’ll save hours of admin time, give your team a clearer view of activities and progress, and create a central hub for all those scattered contacts and tasks you have – saving everybody time and money. But how do you communicate this need to your company execs, and …

CRM Launch #2 – How to create a clear business case Read More »

CRM Launch #1 – Agile Project Management

Over the next six weeks we are talking about the six essential elements to launch your CRM project in 2021.  Read our introductory article here  The first element is embracing Agile Project Management. We would recommend that an organisation launching a CRM project nominates an internal project manager who has the understanding and/or training in …

CRM Launch #1 – Agile Project Management Read More »

6 essential elements to launch your CRM Project

Over the next 6 weeks we will share insight on 6 essential elements to kick start your Salesforce CRM project successfully. At Economic Change, our purpose is to empower accidental Salesforce admins and CRM managers with the information they need to implement and manage their Salesforce system and users successfully. Alongside our 3 month Salesforce Admin Training Course, we …

6 essential elements to launch your CRM Project Read More »

Avoid CRM Project Fail – Step 6 – Achieve Purpose with Digital Transformation

This week we are looking at how digital transformation can help you expand the purpose of your non-profit.   It isn’t just about implementing a database or CRM, but it is a revolutionary process to change processes to improve outcomes for stakeholders and reduce in-efficiency. Let’s create the vision for scaling impact by re-directing money …

Avoid CRM Project Fail – Step 6 – Achieve Purpose with Digital Transformation Read More »

Avoid CRM Project Fail – Step 5 – Give your a CRM an identity

This week we are looking at the importance of giving your CRM an identity. It’s a key part of any team and should be the life and soul of the party, so let’s give it real presence.  Through understanding behaviours, communication, and individuals better we can maximise user adoption for our salesforce projects. At Economic …

Avoid CRM Project Fail – Step 5 – Give your a CRM an identity Read More »

Avoid CRM Project Fail – Step 4 – Create Belief in the System

This week we are looking at how to align a CRM system to people’s beliefs and values.   A system needs to add value and users need to believe that it will help them perform better in their job role. Through understanding behaviours, communication, and individuals better we can maximise user adoption for our salesforce …

Avoid CRM Project Fail – Step 4 – Create Belief in the System Read More »

Avoid CRM Project Fail – Step 3 – Develop Capabilities

This week we are looking at how to develop people’s capabilities to understand what Salesforce can offer, how to use it and how to manage the system to achieve success.   Follow in the footsteps of Made in Hackney, who skilled up successfully in Salesforce, and have subsequently scaled their funding, volunteering and programmes as …

Avoid CRM Project Fail – Step 3 – Develop Capabilities Read More »

Enhancing Behaviour

Avoid CRM Project Fail – Step 2 – Enhance Behaviour

This week we are looking at how we can enhance the performance and behaviour of team members through using a CRM, rather than try to change their behaviour with out of the box products. Through understanding behaviours, communication, and individuals better we can maximise user adoption for our salesforce projects. At Economic Change we use coaching …

Avoid CRM Project Fail – Step 2 – Enhance Behaviour Read More »

Avoid CRM Project Fail – Step 1 – Set up the right IT Environment

Through understanding behaviours, communication, and individuals better we can maximise user adoption for our salesforce projects. At Economic Change we use coaching tools and techniques with organisations throughout the salesforce consultancy process. Using the NLP Tool of Logical Levels shown above, we can think about 6 ways to appraise and sense check whether your Salesforce …

Avoid CRM Project Fail – Step 1 – Set up the right IT Environment Read More »

Sign up to our Weekly News Bulletin

Sign up to our weekly news bulletin to hear about webinars, case studies, benefit from expert advice and top tips to improve your organisation with digital Salesforce solutions.