Volunteer Management with Salesforce

Track volunteer activity, hours and impact in one place

Many charities use spreadsheets, emails and disconnected systems to manage volunteers. As programmes grow, it becomes harder to track applications, record hours, monitor activity and produce reliable reports.

Everwise helps charities bring volunteer data together in Salesforce, creating a single place to manage volunteer information, applications, activity and hours.

This makes volunteer management easier, reduces administrative effort and gives you a clearer understanding of volunteer engagement, contribution and impact.

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Volunteer Management Quick Start

£3,500 fixed price | Delivered in ~3 weeks

A focused, fixed-scope setup to help you move from fragmented systems to a single place where volunteer data, activity and impact can be tracked and reported.

What this helps you do

With your volunteer data in one place, you can:

• Record and manage volunteer information centrally
• Track applications and onboarding
• Log volunteer activity and participation
• Capture and report on volunteer hours
• Understand engagement across your volunteer base
• Produce clear reports for funders, trustees and stakeholders

The result is a clearer, more reliable view of your volunteer programme and the contribution volunteers are making to your organisation.

Is this right for your organisation?

This package is ideal for charities that:

• Currently manage volunteers using spreadsheets or manual processes
• Want a clearer way to track volunteer activity and hours
• Need better reporting on engagement and impact
• Are starting to formalise their volunteer management approach
• Want a simple Salesforce setup without a large implementation project

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What’s included

Discovery & process understanding

• Workshop to understand your current volunteer process
• Review of existing tools and data
• Requirements gathering

Salesforce setup

• Configuration of Salesforce for volunteer management
• Custom fields and page layouts
• Volunteer records and activity tracking
• User setup and permissions

Volunteer sign-up

• Integration of a website volunteer sign-up form
• Capture of volunteer applications directly into Salesforce

Data migration

• Review and light clean-up of existing data
• Import of volunteer records into Salesforce

Training & go-live

• Training session for key users
• Go-live support

The project is typically delivered over three weeks, covering discovery, configuration, data import, training and go-live support.

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