Specialist Salesforce design and implementation based in Leeds, West Yorkshire.
Looking to replace the CRM for your charity and you've decided on Salesforce? As previous Product Owner for Christians Against Poverty's implementation I've been working with NPSP (Nonprofit Success Pack), Nonprofit Cloud, FinDock and Salesforce for the past six years.
I'm now working for FinDock (see below) and so although I'm not currently offering individual bespoke Salesforce consultation, do get in touch if I can help connect you up with the right people to help make your fundraising implementation on Salesforce a success.
Salesforce’s Nonprofit Cloud unites supporters and the charity. Salesforce empowers charity teams to fund and run their entire mission with one integrated platform that helps build meaningful and enduring relationships. Nonprofit Cloud combined with FinDock (below) will enable your charity to thrive on the Salesforce platform.
FinDock is a Salesforce native Customer Payment Management platform. It allows charities to collect and manage their donations (both Direct Debits and card payments) as well as handling Gift Aid claims.
I now work for FinDock as their Director of Nonprofit Industry Solutions and would love to help your charity process donations efficiently!
In the last 10 years, CAP have grown from 100 church based centers to over 600 today. Working for CAP and seeing the progress we've made to equip the local church to change their communities has been breathtaking. With growth comes the need to evolve operations and systems to be able to keep up. CAP had been relying on bespoke IT solutions built by internal developers. They kept these systems working for a good long time but there was a growing need to replace the fundraising platform with something which would help us transform for the future!
Salesforce, NPSP and FinDock has helped CAP to do just that. The insight CAP now has of their supporters is helping them make huge steps forward to engaging even better.
Working with Wycliffe I provided consultancy throughout their Salesforce implementation. Helping them work through issues with their implementation partner, their in-house team and with FinDock.
Working with Northern Ireland based charity Love for Life I helped them build their Salesforce system from scratch. Helping them manage both their fundraising and all of their organisation bookings for the programmes that they run.
Initially working with them to help them decide if Salesforce was the right fit for them, all the way through their planning, implementation, data migration, training and launch.
Their implementation included complex booking scheduling, programme management and fundraising all in a simple solution for their team to manage.
I stepped in to work with GOD TV after they'd gone live on Salesforce - helping them work through issues. I provided some direct support and helped them work through reporting issues as well as consultancy on their donation and phone integration solutions.