Take our short CRM health check to understand what is working, where the gaps are and what may need to change before your charity can get more value from its data, technology and AI.
Why complete the scorecard?
Many charities are still dealing with systems that make everyday work harder than it needs to be.
What you will learn
Explore eight areas that shape how well your technology supports your charity, your people and your mission.
How it works
Consider how your charity’s CRM is working across eight connected areas.
Understand what is working, where the gaps are and what may need to change.
Once the research is complete, see the bigger picture of the CRM challenges facing UK charities.
A planned donation for your charity
Giving something back
Sweet Potato Tec plans to donate £200 to a selected participant’s charity as part of the scorecard campaign.
The draw is not yet open. Closing date, eligibility, selection process, donation timing and terms will be confirmed before entries open.
Why Sweet Potato Tec?
We are a registered Salesforce partner with experience supporting nonprofits and animal charities. We help connect people, processes and data so technology supports the work that matters.
Animal charities
See how we helped Battersea make its technology work harder.
Connected fundraising
A more accessible donation journey, connected from Drupal to Salesforce.
Your charity. Your CRM. A clearer picture.
Complete the scorecard, receive your results and help us build a clearer picture of the CRM challenges facing UK charities.
