VCSE and SME Business Support Management

At Economic Change, we specialise in implementing sustainable solutions to change and improve the way your organisation and team work in the future.

We have supported a wide range of international, national and local organisations involved in delivering business support to VCSE and SME’s with strategy, impact measurement and Salesforce CRM implementation.

Our USP lies in our team’s expertise and ability to offer an informed end-to-end solution for clients. We bring to the table a wealth of knowledge and understanding of the sector and adopt a management consultancy approach to all of our solutions.

We can offer a blend of services to meet your needs, which can include one or all of the following:

Within this area of specialism, we can help with:

Strategy Development

To help shape or help deliver your business support and capacity building services to VCSE organisations and SME’s we can assist with:

• Market Research with Potential and Existing Beneficiaries
• Strategy Development
• Direct Training to Beneficiaries in areas of Business Planning & Impact Measurement
• Revising Processes and Operations

Impact Measurement

We have particular expertise in measuring the impact of business support and capacity building programmes having independently evaluated projects for a range of local and national funders.

We can help you to with:

• A Theory of Change Model
• Monitoring Tools and Processes
• Independent Research and Evaluation
• Monitoring Systems using Salesforce

Salesforce CRM Implementation

We have supported a wide range of organisations involved in delivering business support to VCSE and SME’s to customise and implement Salesforce CRM and third party apps to manage their business support services working with partners, consultants and beneficiary organisations.

During our implementation process, we apply change management, process mapping, project management, training and coaching disciplines to support the adoption of a new system.

Salesforce offers 10 free user licenses and heavily discounted licenses to non-profits, find out more via the Salesforce Foundation.

Functionality can include:

• Online Application Forms that sync data into Salesforce
• Online Secure Access to CRM and Community for partners, consultants, beneficiaries.
• Consultant Management, Matching and Invoicing
• Diagnostic Reports
• Business Support Delivery Tracking
• Correspondence Tracking
• Contract Creation with Consultants and Beneficiaries
• Output & Outcomes Monitoring
• Online Feedback Forms that sync data into Salesforce
• Marketing and Communication Functionality
• Tiered Security Access for Partners or Consultants
• Real-time Analytics and Reporting

Alongside Business Support management, your Salesforce CRM can also be adopted to support Front Line Delivery, Volunteer Management , Membership Management, Fundraising Management, Grant and Fund Management, Community Asset Management, HR Management and Sales and Marketing.

Our client list includes: