Insights
Our team shares insights, best practices, and stories to help you get the most out of Salesforce and AI.
Before approving a Salesforce project, charity trustees should understand why the investment is needed, what outcomes it will support, what it will cost, which risks have been identified and how
A charity should compare Salesforce proposals by examining the outcomes, scope, assumptions, delivery approach, nonprofit experience and long-term costs behind each price. The lowest quotation is not necessarily the best
A charity should write a Salesforce CRM brief around the outcomes it needs to achieve, the people and processes the system must support, the information it holds and the problems
Running a successful event or exhibition involves far more than selling tickets and managing what happens on the day. Commercial teams need to secure exhibitors and sponsors. Marketing teams need
Implementing Salesforce is an important investment, but getting the system live is only the beginning. Once employees start using it every day, new requirements emerge. Teams need support, reports need
An organisation can invest significant time and money in Salesforce, complete the implementation and still find that employees are reluctant to use it. Sales teams may continue managing opportunities in
Moving to Salesforce gives a charity an opportunity to improve how it manages supporters, fundraising, volunteering and services. But the success of the project depends heavily on what happens before
A charity’s Salesforce data should help its teams understand supporters, manage fundraising, coordinate services and make informed decisions. When that information is unreliable, even straightforward tasks become difficult. A supporter
Artificial intelligence is creating new opportunities for charities to reduce administration, support employees and improve how they respond to supporters. A fundraising team might spend hours answering routine enquiries. A
Gift Aid is an important source of additional income for UK charities, but managing it accurately can involve more administration than many organisations expect. A donation may arrive through a
A supporter makes their first donation to a charity. They receive a confirmation from the payment provider, but the fundraising team does not see the donation until someone updates a
Salesforce can provide an organisation with a clearer view of its customers, supporters, sales activity and operations. But its value can be limited when the information employees need is held
