The Salesforce fundraising specialists.

Our mission is to enable our clients - UK and international charities - to become more efficient and effective through the power of the Salesforce platform.

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What we do

Helping you boost fundraising and develop supporter relationships: it's what we do

International Fundraising Icon

International Fundraising Solutions

We understand the challenges of international charities operating in multiple countries.

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UK Fundraising Icon

UK Fundraising Solutions

We'll enable you to raise money more effectively in the UK.

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Marketing Solutions Icon

Marketing Solutions

We can help you build a 1-to-1 relationship with your supporters across multiple channels.

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Support Plans

We'll provide you help and answers to your questions, tailored reviews of Salesforce's seasonal upgrades and discounted on-site training.

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Salesforce Training

We offer a bespoke range of Salesforce courses, which accommodate your working practices and internal 'language'.

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Want to find out more?

We'd love to speak with you about our award-winning solutions!

How We Work Illustration

How we work

Our mission is to enable our clients - charities, social enterprises and non-profits - to become more efficient.

1

Step 1: Scoping

Working with your key staff we will discover your organisation's unique needs, how you work and explain the best ways to achieve and exceed your goals.

2

Step 2: Build

Working collaboratively we’ll configure Salesforce to the agreed specification and within the agreed budgets and timescales. We believe in being interactive, giving you sight of what’s happening at key stages.

How We Work Illustration

3

Step 3: Testing & Training

We'll work with your on your User Acceptance Testing (UAT) so you have fully tested everything and happy with the system ready for 'Go Live’. We'll deliver training to your users and administrators so they are ready too.

4

Step 4: Data Migration

We will work on the final stages of the data migration.

5

Step 5: Go Live and beyond

When everyone’s ready we help you transfer to your new Salesforce platform. We'll have a detailed plan with multiple checks and tasks to complete. We also provide ongoing support after 'Go Live' - helping you to grow and develop your use of Salesforce.

1

Step 1: Scoping

Working with your key staff we will discover your organisation's unique needs, how you work and explain the best ways to achieve and exceed your goals.

2

Step 2: Build

Working collaboratively we’ll configure Salesforce to the agreed specification and within the agreed budgets and timescales. We believe in being interactive, giving you sight of what’s happening at key stages.

3

Step 3: Testing & Training

We'll work with your on your User Acceptance Testing (UAT) so you have fully tested everything and happy with the system ready for 'Go Live’. We'll deliver training to your users and administrators so they are ready too.

4

Step 4: Data Migration

We will work on the final stages of the data migration.

5

Step 5: Go Live and beyond

When everyone’s ready we help you transfer to your new Salesforce platform. We'll have a detailed plan with multiple checks and tasks to complete. We also provide ongoing support after 'Go Live' - helping you to grow and develop your use of Salesforce.

Why Salesforce?

It's the world's leading CRM platform and now relied upon by many thousands of charity and non-profit organisations.

  • Easy and intuitive to use
  • Easy process automation, low-code
  • Cloud-native
  • Used by over 47,000 nonprofits worldwide!
  • Supportive global community of users
  • Free 'Trailhead' online learning platform
  • Triannual platform releases
  • Quick and easy online reporting
  • Open API integrations
  • Highly secure infrastructure

Take a look at our apps

Over the years we have come across challenges faced by charities which is why we created our three apps to overcome them.

Clarity Gift Aid Logo

Clarity Gift Aid saves you time and increases revenue as it helps you manage the recording of Gift Aid Declarations, calculate Gift Aid amounts and process Gift Aid claims to HMRC.

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Clarity Banking Logo

Clarity Banking is a banking solution that saves you time and effort in the import and export of transactional data to and from banks, and other financial institutions.

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Giveclarity Data Transform App Logo

Clarity Data Transform saves you staff time when you are faced with the need to take data from files and external sources and find, create or update records in various objects in Salesforce.

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Why Work Together Illustration

Why work together?

Investing in technology is an important step for any organisation, especially for charities and you need to be absolutely sure you get the best advice yet secure the best value for money.

Giveclarity culture

As a a social enterprise we are committed to helping charities make effective use of Salesforce technology so they can be more efficient and better at what they do, enabling them to focus on their charitable and social aims.

Our culture is one of focus, commitment, trust, transparency and collaboration. We take pride in offering you quality service and achieving measurable results.

Proven client base

We've worked with the smallest to the largest organisations in the sector, managing from a handful of UK-based users to hundreds of users worldwide.

Salesforce Charity specialists

Although Salesforce is unrivalled in its CRM capabilities for your sector, Giveclarity is unique in having further developed reusable components to link with other systems and processes. This enables us to maximise your gains from using agencies, fundraising websites and government schemes but with reduced build time, cost and project risk.

We can easily integrate and automate specific processes such as GDPR consent management, direct debits, standing orders, telemarketing, upgrades, finance reporting and tax receipting.

Want to find out more?

We'd love to speak with you about our award-winning solutions!