CRMs and data should make your work easier, but many charities struggle. Often, the system doesn’t match the way the charity actually works, adoption is low, or staff don’t trust the data.
We help charities get Salesforce working for them – with clean, reliable data, processes that fit your operations, and staff who know how to use it confidently.
Data Management
A lot of charities have data spread across different systems or stored inconsistently. This makes it hard to report, track progress, or measure impact.
We help you:
- Bring all your data together in one place
- Clean up and standardise records so it’s accurate and reliable
- Set up reporting so you can track KPIs and see real results
- Build confidence so staff can trust and use the data every day
Good data is the foundation for decision-making and reporting, and we make sure it’s easy to use and maintain.
Salesforce Setup & Optimisation
Many charities have a version of Salesforce that doesn’t match how they need to work. We help tailor it so it fits your operations and is easier for your team to adopt.
We can:
- Adjust page layouts and processes to match your charity’s workflow
- Introduce automation to save time and reduce manual work
- Train staff so they feel confident using the system
- Provide ongoing support to maintain adoption and data quality
How we help
- Bringing data together and cleaning it up
- Setting up dashboards, reports, and KPIs
- Configuring Salesforce to match charity operations
- Streamlining processes and introducing automation
- Training staff to use Salesforce confidently
- Ongoing support to maintain adoption and data quality
- Consultancy aligned to your wider digital strategy
The goal is a Salesforce setup that works for your team, your charity, and your goals, so your systems are easy to use and your data is reliable.
Digital Strategy & Support for Charities 