Salesforce for Charities
I can help you excel with Salesforce
Keep your implementation simple, affordable, and focused on the outcomes most important to your charity.
PICTURE SUCCESS
A successful CRM implementation requires solid understanding of what you want success to look like.
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By understanding your organisation, your goals, your budgets and constraints I will tease out the story of what you want to achieve.
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....so every decision you make can be driven by your picture of success.
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CONFIGURE
Salesforce can be customised significantly, which is great for meeting your unique requirements. But charities worry this could be complicated and expensive to do.
My ‘keep it simple’ approach
will keep your costs down whilst delivering to your most important charitable goals.
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I aim to use as much of the ‘out of the box’ Salesforce functionality as possible, keeping the solution easy to understand, simple to support and easy to extend if you need to in the future.
EXTEND & INTEGRATE
Salesforce comes with access to many fantastic apps and integrations that are free or attract significant not-for-profit discount.
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I can help you find and implement the right ones for your requirements and ensure they can be integrated seamlessly.
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Salesforce NPSP
Website forms
Payments and subscriptions
Email marketing
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Having selected, implemented and successfully evolved Salesforce within a charity myself, I have walked in your shoes.
I now help charities achieve the same success with Salesforce.
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ENGAGE YOUR TEAM
A superbly configured Salesforce implementation will only deliver benefit if your team are excited and happy to use it. I believe it's important to involve your team at every step with ideas, design and training, to make sure your CRM works for them.
ADMINISTRATION & SUPPORT
Every Salesforce implementation needs administration and support to keep it running smoothly. Through careful design I aim to keep administration simple and support costs affordable. Where possible I make you self sufficient. Where not, I am happy to arrange support that fits your budget.
Contact Me
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Your Privacy
I will hold a note of your details when you contact me. I promise to keep them safe and make sure they are not accessible to anyone else. You have the right to change them or ask me to delete them at any time, by emailing vicky@projectgenie.co.uk For full details about what I do with them and how I keep them safe, read my privacy statement below.