Charlie House was a new charity using excel spreadsheets and other ways of recording their fundraising activity. They felt it was time to invest in a robust and scalable CRM for their fundraising activities, and they chose Salesforce and Giveclarity.
To set up Salesforce to meet their needs and train the team on its use. The following were implemented to help support the charities needs:
Chairperson
Tracy Johnstone
"Working with Giveclarity has been essential to our successful use of Salesforce. As a small charity we are unable to have a permanent headcount to support the Salesforce function within the business. Our in house Administrators can call on Giveclarity Support to access expertise in the use of all the Salesforce products, ensuring that any problems arising are quickly and efficiently resolved."
Chairperson
Tracy Johnstone
"Working with Giveclarity has been essential to our successful use of Salesforce. As a small charity we are unable to have a permanent headcount to support the Salesforce function within the business. Our in house Administrators can call on Giveclarity Support to access expertise in the use of all the Salesforce products, ensuring that any problems arising are quickly and efficiently resolved."
