A complete CRM implementation service

Mast work closely with your charity or not-for-profit organisation to identify the best automation opportunities for your needs and budget, helping you get the most out of your CRM system. Our approach is open, honest and proactive to ensure you’re always working optimally and best utilising CRM automation for the smooth-running of your organisation.

We always ensure our actions and deliverables are clearly and accurately outlined at the beginning of the project, consistently meeting these on-time and to-budget with the least disruption to your organisation. Our experienced CRM consultants take the time to really understand what you want to get out of CRM automation, to ensure we are always working towards the same goals, and accommodating your budget and resources.

Our dedicated team of CRM experts work on-site to maintain good communication throughout the project and ensure all elements are completed efficiently, as well as proactively seek out any other potential opportunities within your CRM system.

  • Alerts

    We provide comprehensive tools and design capabilities to produce advanced business alerts, ensuring you’re always on top of your database and notified when an action needs to be taken. We can integrate with any number of existing applications to help make timely and accurate decisions.

  • Workflow

    Helping you to achieve efficient, consistent and measurable processes. We can add workflow capabilities to existing software applications, increasing productivity, eradicating administrative waste and enhancing stakeholder relationships.

  • Document Automation

    We integrate tools which can automatically generate and distribute document flows, to all the company’s stakeholders and trading partners, saving valuable time. Reports, letters, invoices and more can be automatically delivered via a variety of formats and channels.

  • Web Content Publishing

    Helping you to communicate with stakeholders and ensure they have access to the relevant information through web content publishing capabilities, allowing you to generate, publish and update online information automatically, according to user-defined rules.

  • Subscriptions / Requests

    We provide a range of tools that integrate to help develop and maintain timely and accurate ‘subscription-based services’ or ‘request-response mechanisms’ automatically, ensuring that you meet today’s supporters and stakeholders expectations for information on demand.

  • Integration

    We deliver and manage process integration ensuring database systems communicate seamlessly no matter how complex the requirements, helping you to transform your business processes, cut down the need for repetitive tasks, saving time, money and resources.

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Bespoke CRM training programmes designed to ensure staff understand and get the most out of new system functionality

Understanding how to automate tasks and business processes within your CRM system requires the training of your staff to ensure that are fully equipped to maximise on the potential of charity database automation and are saving time, money and resources effectively.

We provide custom CRM automation training programmes, designed around your specific business processes and delivered either by our experienced trainers or handed over to you to implement in-house.

We have also developed a phased implementation approach for larger scale automation projects that would benefit from staggered department training.

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