How We Work.

In a nutshell illustration

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

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

We do this by understanding your unique challenges, opportunities and aspirations. We then use the Salesforce platform to help you streamline your operations, improve your processes, increase your fundraising and, in turn, help you to fulfil your own mission to change part of the world for the better.

In short, we give clarity to your operations and your data, using the best skills and tools available.

How We Work Illustration

Our process

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 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 you on User Acceptance Testing (UAT) so you have fully tested everything and are 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

In most projects, we'll work with you in parallel on data mapping from your old system to Salesforce, then on a sample data load and a full test load to a “sandbox” environment, before the final data migration just before go live.

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 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 you on User Acceptance Testing (UAT) so you have fully tested everything and are 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

In most projects, we'll work with you in parallel on data mapping from your old system to Salesforce, then on a sample data load and a full test load to a “sandbox” environment, before the final data migration just before go live.

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 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, collaboration and social enterprise. 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.