Mencap
Success Stories Mencap wanted to give supporters a more accessible and consistent way to donate online. Its existing options were functional, but standard FinDock pages and Formstack limited how much control the charity had over the design and accessibility of the giving experience. Moving supporters between domains could also interrupt the journey and reduce confidence […]
CyberRisk Alliance
Success Stories Growth creates opportunity, but it also creates more people to identify, research, contact, qualify and follow up. For CyberRisk Alliance, sales teams were working across two very different types of opportunity. Inbound leads needed a fast, relevant response while their interest was still fresh. Outbound activity required the team to identify and engage […]
UK Animal-Welfare Charity
Success Stories Every donation starts with a person. Someone responds to a campaign, signs up through an agency, buys a lottery ticket, attends an event or decides they want to support a cause they care about. Behind the scenes, though, every one of those interactions also creates data. For one UK animal-welfare Charity, managing that […]
CyberRisk Alliance
Disconnected systems, inconsistent reporting and limited Salesforce adoption were holding the business back. We built a connected platform across six core systems — adoption grew from around 20 users to almost the entire organisation.
Curinos
Duplicate records, incorrect data relationships and CPQ configuration issues had eroded confidence in Salesforce. We fixed the foundations, the process and the integrations.
Charity Retail Association
Salesforce, the website and event systems operated separately, leaving renewals, events and reporting dependent on manual work. We connected them so the organisation became easier to run.
Global Software Company
Spreadsheet forecasting and fragmented Salesforce data made long-range revenue impossible to trust. We built a predictive forecasting model in CRM Analytics that looks 48 months ahead.