We work with charities, non-profits and social enterprises, from the smallest operations with only two or three personnel to huge, multi-national charities with offices and operations across the globe.
Many clients are happy to lend their name to our work while others are more shy about revealing their secrets!
Here’s a selection of the former.
About Christian Blind Mission
CBM UK is part of the global CBM Federation, working in over 60 countries to transform the lives of people with disabilities, their families and communities.
In 2015, CBM UK launched a 4 year strategy. The 3 strategic goals were:
• People with disabilities will experience positive and lasting change;
• UK policy and practice will increasingly support sustainable change for people with disabilities;
• Our target audiences will grow and be increasingly engaged.
CBM needed a new CRM system that will help the team to achieve these goals.
Using Salesforce and the NPSP we delivered a solution to address the charity's needs around:
• A single accurate view of all supporters
• Capture of accurate data, such as addresses
• Improved major donor management processes
• Integration with a new OCR system
• Improved integration with the existing website and online payment systems
• Improved marketing/segmentation/messaging capabilities
• Accurate Gift-Aid claim generation
• Reliable finance reconciliation, including adjustments
• Outlook integration
• A single source of accurate and consistent management information
• An adaptable/expandable platform for the future