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If you are leading the change within your organisation to implement a CRM system to help you better manage stakeholder relationships and improve monitoring and efficiency of delivery of services, impact measurement, fundraising or marketing, then this workshop is for you:
Join this workshop to develop your knowledge on the following:
About CRM systems and integrated tools, their benefits and capabilities
How to design and use systems to help manage and monitor performance
How to plan your requirements and evaluate different option
How to analyse activities, processes and reporting requirements
How to develop an action plan for implementing a system and manage change
The workshop is suitable for individuals who are tasked with reviewing and/or planning the design of a management system for their organisation. A system could help you manage Sales, Fundraising, Marketing, Event Management, Client Intervention and Social Impact Measurement.
We have worked with over 80 third sector organisations to design system specifications and help implement Salesforce CRM to support the delivery of their organisation.
Client Testimonials
'Excellent workshop. I have learn't new knowledge about what is possible within online systems and the route plan to building them'
' It has given me the tools to sell these systems to my board and workforce/volunteers'
'It has given me awareness of our need to improve our systems and how to address this need.'
Economic Change provides management solutions to organisations that have a social, economic or environmental mission.
Our aim is to help our clients maximise their efficiency, sustainability and socio-economic impact.
Our services include:-
Management Consultancy and Training - We help people and organisations to implement and develop new approaches to strategy and operational processes across business and non-profit disciplines.
Management Systems – We help organisations implement customised Salesforce client management systems to manage and monitor operational activities of their organisation.
Find out more on our website: www.economicchange.co.uk
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