Streamlining operations
Whether you’re starting out on your CRM Journey or part-way along it, we can advise, solution and maintain your Salesforce Application. We start by offering a free consultation to understand your situation and work out with you the best value solution.
No matter where you are on your CRM journey, we join you at any point and make sure the system works exactly how you want it to. Salesforce CRM for Nonprofits, once professionally configured will suit all your needs.
The most important aspect of accurate, relevant and secure data, is that it all sits in one place, cannot be duplicated and is GDPR compliant. We can achieve this for you.
It is important to maximise the use of your CRM system. That includes integrating it with all other systems such as your email, finance and other external systems. Let us take care of this for you an ensure your systems are fully joined together.
We understand that charity workers and volunteers need to focus more on their project work and risk becoming frustrated with ever-increasing administration, especially when it comes to transforming to one system like a CRM. We can provide you with a consultant who will get you up-and-running with your CRM very quickly and painlessly. Once in place, your administration systems will become so much easier.
A Customer Relationship (CRM) tool should be front and centre of a nonprofits digital transformation. This vital tool centralises constituent, donor, and volunteer data into one 360-degree view. This simple system naturally enhances engagement with funders. And, as Part of Salesforce's 'Power of us' offering, charities and nonprofits get 10 free licenses. What a great way to get you organisation up-and-running.
The World's #1 CRM platform which takes less than 1 day to install
Managing Funding, Campaigns, Programs and Volunteers all in one place
One unified view of all data, tasks and messaging along with instant Funder reports and dashboards
Integrations with external systems and your website with a mobile-friendly App
Watch the video for an introduction to our YouTube series to help Nonprofits understand the benefits of Salesforce
In an increasingly competitive funding landscape, a CRM is now mission critical. It serves to consolidate vital website intelligence and funding activity. Many Nonprofits are investing heavily in a CRM system in order to maintain a competitive advantage over other nonprofits. CRMs are currently used by over 67% of UK charities, and those nonprofits who don’t invest in this technology, risk being placed lower-down in the priority list when viewed by potential funders. A strong, reliable and respected CRM system such as Salesforce enables Nonprofits to realistically produce the authentic, reliable and trustworthy information Funders are interested in.
The UK’s £95 billion nonprofit funding market is highly competitive, with over 170,000 charities competing for donations, grants, and awards. Yet fewer than 12% of nonprofits are digitally connected, still relying on Word, Excel, and scattered files. Salesforce CRM once professionally implemented, will remove the barriers between information as all necessary information can be stored and viewed via one screen (interface). This is where the CRM system is one your nonprofit’s three secret weapons in becoming fully funder-ready.
The nonprofit sector is undergoing dramatic technology changes, and CRMs are at the heart of it. Charity Digital Skills Reports show that most charities now place digital transformation at the centre of their strategy, with CRMs highlighted as the backbone of this change. These systems are no longer seen as optional databases but as essential infrastructure that empowers charities to streamline operations, centralise donor and funder intelligence, and deliver consistent supporter journeys across multiple channels.
Charity Digital reinforces this message, showing that CRMs provide the clarity, automation, and efficiency needed to reduce duplication, personalise communications, and free up valuable staff time. Civil Society’s annual CRM Survey echoes these findings. Sector leaders consistently report significant gains in fundraising effectiveness and impact reporting once CRMs are embedded.
Salesforce.org highlights that digital maturity for nonprofits continues to matter and that Nonprofits using online platforms to better understand their donors, have an edge. 64% of nonprofits in the “high digital maturity” category said they were able to forecast income accurately, compared to 0% in the “low digital maturity” category.
A charity’s website is increasingly its digital handshake, the space where funders quietly assess credibility, transparency and potential for partnership. Behind every donation or grant decision sits a process of scrutiny...
Our CRM Consultancy works with you to find the best solution for managing all your data across different environments so it can all be served up in one place. We will create automation workflows, engagement reports, integrated communication with your email and teams. We will help demystify the seemingly complex understanding of how Salesforce CRM works into an easy-to-use systems which is available all in one console. Once configured, we can mentor you in how to manage your CRM, or we can offer an affordable ‘Virtual Admin’ and support you along the way.
The Challenge
Bringing your organisation and its people through a ditial transformation is a never-ending process. One common problem when adopting new technologies is understanding how they work and being able to adopt them. This can lead to delays in decision making on what to do next.
We come and look with you at how you're working with data, communications and fundraising and offer you the best Salesforce Nonprofit Solution.
Along your journey, we help to demystify the CRM system by giving you hands-on experience of using the system.
We implement an all-in-one CRM system which will manage all your Fundraising activities, track your donations and provide instant reporting.
We will build a system capable of standing the test of time and is fully scaleable as you grow. No longer any need for more applications, plugins or databases.
Your organisation is set up to succeed and is ready to work with confidence on applications.
The Challenge
The most common reason for charities and Nonprofits struggling with transformation to a fully-functioning CRM, is that there is no single source of date, it's not secure and is often inaccurate and duplicated.
We come and look with you at how you're working with data, communications and fundraising and offer you the best Salesforce Nonprofit Solution.
Along your journey, we help to demystify the CRM system by giving you hands-on experience of using the system.
We implement an all-in-one CRM system which will manage all your Fundraising activities, track your donations and provide instant reporting.
We will build a system capable of standing the test of time and is fully scaleable as you grow. No longer any need for more applications, plugins or databases.
Your organisation is set up to succeed and is ready to work with confidence on applications.
The Challenge
How do you link all your systems together into one user interface. Activities such as funding activities, website communication and database management are often separate entities, but need to be joined together.
We come and look with you at how you're working with data, communications and fundraising and offer you the best Salesforce Nonprofit Solution.
Along your journey, we help to demystify the CRM system by giving you hands-on experience of using the system.
We implement an all-in-one CRM system which will manage all your Fundraising activities, track your donations and provide instant reporting.
We will build a system capable of standing the test of time and is fully scaleable as you grow. No longer any need for more applications, plugins or databases.
Your organisation is set up to succeed and is ready to work with confidence on applications.
Salesforce Customer Relationship Management (CRM) platform was founded by Marc Benioff in 1999 and is the World’s No1 Platform designed specifically around all types of businesses, large or small. Unlike all other Charity CRM systems, it offers everything from out-of-the box configuration with free licenses, to highly scalable, tailor-made solutions to suit exactly what you need. Service support, online communities and documentation is second-to-none. Salesforce offers a fully supported, free online learning platform called ‘Trailhead’ where you can access your own free Salesforce Account and gain professional certification around your field of interest within the platform. Nothing else compares to this in the I.T World.
Our ultimate goal for nonprofits is to provide a real-time system that helps build the lasting relationships critical to achieving mission success.
Salesforce CRM provides a highly flexible Application which helps you to completely manage all your nonprofit activities including Donations, Grants, Funders, Volunteers, Campaigns, Account and Projects.
Our ultimate goal for nonprofits is to provide a real-time system that helps build the lasting relationships critical to achieving mission success. Salesforce CRM provides a highly flexible Application which helps you to completely manage all your nonprofit activities including Donations, Grants, Funders, Volunteers, Campaigns, Account and Projects.
We encourage Salesforce’s NPSP for many organisations because it is highly configurable and customisable. It serves as a great donor management system right out of the box, but can evolve as your organisation and its needs do the same.
We recommend Salesforce Nonprofit Cloud for organisations seeking a unified platform that connects fundraising, programmes, and impact in one place. It goes beyond donor management to integrate programme delivery, grantmaking, and outcome measurement.
As your users begin to experience their new CRM, each working day, they can start with the Home Page. This powerful admin friend helps to organise their day, communicate internally with colleagues and externally via their normal email and chat channels. They can create and share tasks with the team. And, they are never more than two clicks away from accessing related information that they want to see such as a Funding Opportunity progress status or a list of all volunteers working out on location on a project.
Reports are essential visual representations of key data which users are constantly adding to the CRM. This data allows a multitude of reports to be generated in Real-Time. Because Users are able to customise their own reports, this powerful friend helps them stay in control of what information they want to see from their CRM.
Reports can be displayed in many ways such as: graphs, tables, bar-charts, trend diagrams, pie charts. They can be quickly and easily grouped together on one screen and visualised in the Salesforce CRM Dashboard. This becomes the most powerful one of your admin friends when you need information at your fingertips. At any time, you can select an element of the Dashboard and within 2 clicks, be able to dig deeper into that report.
Home Page
Reports & Dashboards
They centralise donor, volunteer and program data into clear visual insights. They simplify tracking fundraising goals, engagement and impact, enabling data-driven decisions, improved transparency and stronger relationships with supporters. All of this in one customisable, easy-to-use platform.
Instantly generate impact and financial reports, reducing manual data entry and admin time.
Instantly generate impact and financial reports, reducing manual data entry and admin time.
Clear visual dashboards demonstrate accountability and outcomes, key for funder confidence.
Streamlined operations and better resource tracking reduce overheads, maximising funds for mission delivery.
Solutioned and designed around the Funder’s business processes.
We aim to provide funders with a centralised CRM system which enables funders to have a 360 degree view of all their projects and constituents.
CommunityForce frees up valuable time for grant managers. Instead of being bogged down in administrative work, they can focus on building relationships with grantees, developing impactful programs, and achieving their organization's mission.
Salesforce Public Sector Solutions (PSS) are adaptable Cade Management Apps design to help government and government agencies in order to future-proof their mission
Built on Salesforce’s secure Government Cloud infrastructure, it provides a broad range of Apps aimed at streamlining their business processes such a case management,, marketing and communications.
This platform easily integrates with most legacy systems and can be enhanced with Ai, automation and co-code tools driving an organisation’s digital transformation.
In addition to our Nonprofit expertise, we provide additional expertise in other areas
Services built on trust, guided by resutls, and shared success
A Free initial consultationBest in-Class Digital TransformationA Salesforce CRM optimised for your NonprofitNonprofit Success Pack installed in 1 DayDemonstrations of all CRM functionalityExpertise in building CRMs for FundraisingExpertise in building CRMs for FundraisingWe begin with a FREE live online Consultation session to establish a good rapport and understand your basic needs. From here, we can go on to discuss how we work together. If necessary, we will provide a demo of how the Salesforce CRM can help you. If you already have the CRM, in that first session, we can offer you some free simple tips to overcome your immediate issues. Our aim is to provide you with the best value solutions based on the tangible outcomes you need.
Once you have registered and activated your Salesforce NPSP license, you are accessing all it’s related features for free. This is a service which Salesforce.org offers to non-profits and NGOs. Users of this license can install it themselves, but it is highly recommended that a certified Salesforce Consultant implements this for you. Implementation is chargeable.
The only additional cost which you may experience, are ones involved in adding extra functionality and automation to your crm system which fall outside of you standard NPSP application. Often, organisations want to integrate their email, Slack/Teams etc, or waant to couple their CRM with their website. This is all possible via the Salesforce CRM, but would incurr additional configuration costs.
Once your set of requirements are fully understood and you have no ‘special requirements(customisation)’, a basic configuration of the Nonprofit Cloud could take as little as 4 weeks to put in place. During that time, you would need several online sessions with us to keep either side informed of the progress of the implementation. We will therefore always be contactable daily if you need us. Thereafter, we would need to onboard you with training, which we can do via online or in-person workshops. For the Nonprofit Success Pack (NPSP), the same timescales apply.
Salesforce is powerful but complex. A consultant saves you time, avoids costly mistakes, and ensures you get a solution tailored to your processes and team.
Costs vary by project size and complexity. We offer transparent pricing models, from fixed-fee packages to ongoing support retainers, so you know exactly what to expect.
Absolutely. We provide tailored training so your team can confidently use Salesforce day to day, making the most of its features.
Yes. By using the step-by-step guide and following Salesforce’s extensive User Guide (Trailhead), an experienced I.T literate user could implement the NPSP in its basic form. We as Salesforce consultants would however, always advise that you take up our offer of a free consultation in order to advise if self-installation would give you the best outcome.
Yes. If a one-person user wants to organise their entire data collection, Contacts, Accounts, Projects etc in one place, this Salesforce Application will do all this.
A Salesforce consultant helps you design, configure, and optimise Salesforce to fit your organisation’s needs. From setup to integration, we make sure the system supports your goals.
It depends on the scope. Simple implementations can take a few weeks, while more complex projects with customisation and integrations may take several months. We’ll create a clear roadmap from the start.
Yes. We handle the full process of cleaning, mapping, and migrating your data into Salesforce, ensuring accuracy and minimal disruption.
We don’t just walk away after implementation. We offer ongoing support, troubleshooting, and enhancements to ensure your Salesforce system continues to evolve with your organisation.
