Monitoring Systems using Salesforce CRM

At Economic Change CIC we specialise in supporting non-profits to adopt Salesforce CRM to gather, track and analyse monitoring data related to stakeholders, outputs and outcomes.

It can provide multi-stakeholder access and input of data via laptop, tablet or mobile and we help clients to customise it to track and analyse your choice of data.

Our team have over 30 years combined expertise in impact measurement working for public, third and private sectors.

We adopted Salesforce as a tool of choice 5 years ago, as it’s extremely flexible and customisable for our clients to track what they need, and The Salesforce Foundation also offers non-profits 10 free user licenses and large discounts on additional user licenses making it affordable for the sector.

We are happy to offer a free 30 minute consultation to organisations who wish to find out more to see if their system and tools meets their needs.

Features

Salesforce CRM offers:

  • Customisable fields and objects to track data related to your stakeholders, outputs and outcomes
  • Customisable reports and dashboards to see and analyse data in your system
  • Task and Calendar Meeting Functionality
  • Secure multiple-tiered user access capabilities to allow access to multiple stakeholders including beneficiaries, volunteers, partners and your team
  • Ability to add integrated online surveys
  • Access to the database available via mobile/tablet app or computer all inclusive

Services

To support clients in their implementation of Salesforce CRM, we provide support in defining:

  • Data Collection and Report Requirements
  • Process Mapping of User Processes
  • System Design and Implementation
  • Training and Adoption Strategies

Monitoring Systems using Salesforce CRM

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