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Helping charities, membership organisations and Royal Colleges get the most from their CRM system investment
Having spent many years working within the third sector, we appreciate the uncertainties of taking on a new CRM system and the impact it can have internally and externally.
As specialist NFP CRM consultants, we have worked on a host of new system implementations for some of the UK’s leading charities, membership organisations and Royal Colleges. We understand the challenges involved when implementing a CRM in the sector and the most efficient ways to address them.
We believe in providing an open and honest approach and deliver consultancy based on what is right for your organisation.
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Data migration
Delivering data migration on-time and to-budget that is fully documented and easily tracked throughout. We categorise any issues flagged and provide the solutions so the data owners maintain system control.
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Dashboards
Identifying and implementing the dashboard metrics required to allow managers and cross-departments to best keep track of objectives such as donation values, conference bookings and campaign ROI.
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Reporting
Helping NFP organisations maintain total control over their database by providing the reporting functionalities needed (Crystal Reports and SQL Server Reporting Services) to see an effective overview.
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Segmentation
Categorising data to help charities and fundraising organisations best identify and communicate with the different types of supporter, volunteer or member on their database, whilst organising and simplifying your mailing selections.
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Integration
Helping NFP organisations bring their data together and maintain full control through the integration of your database with other important systems, we resolve any synchronisation issues and update the integration when required.
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Automation
Setting up automated processes to reduce the need for duplicate tasks and providing alerts when good or bad things happen to ensure data is keep in the best possible condition. We work with you to find, implement and maintain the right automation tool.
Speak to a CRM expert about your goals
Book a consultancy callEnsure the smooth running of your organisation with our fully customisable CRM training programmes
Training your staff is vital to ensure the smooth running of your organisation. However, simple training courses based on your software’s functionality are unlikely to go far enough.
We have designed a series of training programmes that are customised around your business processes and using your data. Training can be delivered by our trainers or handed over to your own staff to deliver and maintain.
For larger scale projects, our training consultants will implement a phased training and go live approach to ensure each department is fully adjusted to using the system before moving on to the next stage.
