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Helping charities, membership organisations and Royal Colleges explore the true potential of their CRM system
As specialist NFP CRM consultants, all with a background in the Third Sector, we understand that your CRM system needs to help you work efficiently and productively.
By conducting a full system review, we address the concerns and barriers you are experiencing and produce a detailed report breaking down our professional recommendations for areas of improvement.
Perhaps your CRM system has been installed for some time, your business processes have changed or you find it difficult and time-consuming to find the information you need. Our system review will address these issues and identify improvements to help you get the most from your database.
We work closely with you to develop an open and honest client relationship that is built on trust, humility and advanced technical knowledge without the jargon.
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Data migration
Our data migration process is fully documented and delivered on-time and to-budget. Data owners maintain total control throughout the migration process, with easily tracked progress and any issues are clearly categorised with their solutions.
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Dashboards
During our system review we look closely at your dashboards to ensure all departments can keep track of and manage objectives, KPIs and campaign ROI easily, by identifying and implementing the necessary metrics.
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Reporting
An important aspect of your CRM system is to be able to extract data and produce reports, something our system review will address. We work with Crystal Reports and SQL Server Reporting Services (SSRS) to enable you to see the big picture of your database.
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Segmentation
We’ll analyse the effectiveness of your system’s segmentation capability, and identify the best means of categorising your data into different types of supporter, volunteer or member on your system, thereby also optimising the organisation of your records.
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Integration
The system review identifies any data synchronisation issues and system integration opportunities. Integrating your database with other systems that hold important data about your contacts brings your data together, ensuring full control.
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Automation
Our system review focuses on improving your CRM system for best practise and optimal working. Automation of repetitive tasks eases your staff from routine and saves valuable time. We’ll identify, implement and maintain the right automation tool for your budget.
Speak to a CRM expert about your goals
Book a consultancy callGet the whole team fully trained
Custom training programmes to ensure staff know how to utilise your CRM system for best practise and optimal working
Evolving with your improved and optimised system requires re-training your staff to ensure its full potential is met and maintained.
Our customised training programmes are developed around your business processes and can either be delivered by our experienced consultants or handed over to you to implement internally.
Re-training your staff is vital to ensure they are utilising the system for best possible practise such as reducing duplicate tasks and saving valuable time. Larger scale projects will follow a phased training and go live approach to ensure full adjustment from all departments.
