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Currently at LAFF we are working with Connecting Business on implementing Salesforce with the aim of improving our efficiency and Customer Relationship Management (CRM).

The CRM as defined by Salesforce is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

We believe we can take these principles and apply it to how our NGO works. As a growing organisation, we are gathering and generating increasing amounts of data and we need to make sure this is held and processed securely and efficiently.

Salesforce will help with this, particularly within aspects such as fundraising. We need to have at our fingertips information such as who gave donations and when, and be able to analyse this information. We also want to manage our volunteer data and processes in a more efficient way, bringing all our information and documents together, in one easily accessible place.

As well as these more ‘behind-the-scenes’ functions of our organisation, we think we can record some of our on-the-ground work within our CRM that will enable better data tracking. For example, recording all workshops we carry out and the key data from them to easily generate reports for our partners and supporters.

We are still in the early stages and are very much looking forward to seeing the full impact CRM can have for us.  Once fully completed, we envisage a more efficient system, as we will have all information at a few clicks of a button. It will also allow us to analyse our information, find trends and enable better planning and decision-making. It will automate some of our tasks, helping us be more efficient and spend more time delivering programmes with our partners.

We would like to thank Connecting Business who have been very easy to work with. We started with a lot of options and questions about which CRM to go for, and they helped us narrow this down and select one that was right for us. We have had some experience with CRMs, but have not been through this process before, and so their help put structure into what could seem like quite an unwieldy task.  They have been a reassuring steady-hand and very generous with their time to help us through this project. Connecting Business are great to work with, and invest the time to understand what you need. For more information on Connecting Business visit their website http://connectingbusiness.co.uk/