Strategy

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 Planning #3: How to ensure successful executive sponsorship for your project

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 Planning #3: How to ensure successful executive sponsorship for your project Read More »

Success factors Part 1: what makes your Salesforce project work?

Success Factors Part 1: What makes your Salesforce project work? Based our extensive experience, there are some clear success factors for non-profits effectively adopting Salesforce. Here are our top tips: Having an internal project manager who understands and can manage the overall CRM project – what to prepare, how to support and when to do …

Success factors Part 1: what makes your Salesforce project work? Read More »

Celebrating our 13th Birthday with a New Brand!

Celebrating our 13th Birthday with a new brand: what are the secret ingredients to Economic Change? With 13 years’ experience under our belt of helping non-profits, we are excited to announce our new branding and what it stands for.   This week we hit 1000 sales with our non-profits clients, and with each sale we are able help non-profits and their teams to …

Celebrating our 13th Birthday with a New Brand! Read More »

Salesforce Champions Workshop – Strategy for 2018

 Salesforce Champions Workshop – Jan 2018 Following the inspiration of the Salesforce Connected Non-Profit Conference, we would like to invite non-profit Salesforce administrators to our Salesforce Champions Workshop, to plan your Salesforce strategy for 2018! Our one day workshop, is a practical discussion forum between our Salesforce experts and the non-profit network to get together …

Salesforce Champions Workshop – Strategy for 2018 Read More »

Client Case Study: Visionary – Linking Local Sight Loss Charities

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 …

Client Case Study: Visionary – Linking Local Sight Loss Charities Read More »

Responsible Business Week – are you in?

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 …

Responsible Business Week – are you in? Read More »

Charity Digital Skills Report

Charity Digital Skills Report, the EC take on things. The newly launched charity digital skills report makes an interesting read, and many of the findings resonate with the day-to-day challenges we help our clients solve. Here, we look at how to use CRM to overcome some of the issues highlighted in this report around fundraising, contact management and data analytics. …

Charity Digital Skills Report Read More »

Economic Exchange Event – Future Strategies for Youth Support Organisations

Economic Exchange Event  Youth Support Organisations –  Management Strategies for the Future When: 2nd March – 10.30 am – 12 midday  Online Webinar – Register Here  During this event we will discussing digital tools, strategies and sources of funding to support youth organisations to manage, support and engage their stakeholders in the future. We will …

Economic Exchange Event – Future Strategies for Youth Support Organisations Read More »

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

  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 …

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