“We have Salesforce, but it’s messy, overwhelming, and no one’s confident using it.”
If your CRM or other systems feel messy, underused, or confusing, we can help. We’ll work with you to tidy things up, make your tools more user-friendly, and get your data into a format that’s actually useful.
We can personalise and configure Salesforce to improve reporting, speed up processes, and introduce automation — helping you turn your data into actionable insights and report effectively on your impact.
What we help with
- Cleaning up messy or inconsistent CRM data
- Reducing manual admin through improved processes
- Streamlining reporting and dashboards
- Implementing automation for efficiency
- Helping staff feel confident using the system
Digital Strategy & Support for Charities 