Our Services
We'll get your CRM really working for you, saving you time and money, reducing your risks and simplifying your fundraising. We can help with:
Selecting a CRM
You know you need a CRM, but you don't know which one. The software vendors all tell you that the CRM they're selling is the one you need—and you don't know who to believe. But you do know that this is a big, expensive business decision that you've got to get right.
Sound familiar?
What you need here is experienced and independent advice. Not the advice of a friend who's only used one CRM. Not the advice of a CRM vendor. Have a chat instead to us. We've worked with hundreds of clients and all the major CRMs. We're non-profit specialists… and we're not pushing any products.
Setting up a CRM
You've bought your CRM and you're anxious to get it working for you, but there's a problem. Index fields, data redundancy, table joins—all these and more are new to you. You're realising that setting up a CRM isn't as easy as the vendors claim.
If you're not worried about this, you should be. Get the set-up wrong and you'll be living with your mistakes for years. Worse yet, as your database grows, your redundant data will grow… and mistakes will proliferate.
Don't let that be you. Instead, let us set-up your CRM. We've installed hundreds of them, so we'll get it right…and we're fast. You'll gain peace of mind, knowing that your system is properly installed.
Migrating data to a CRM
Moving data into a CRM from Excel, Access or another CRM is quick and easy... if you've done it before. But if you've never written a shell script, an insert statement or a regular expression, data migration can be a mammoth, shockingly dull task. Manual migration (cut-and-pasting or retyping) takes days and invariably causes expensive errors. Automatic migration tools, meantime, all too often introduce hidden table join errors and can ruin a good database.
Don't put yourself through this. Let us migrate your data so you can rest easy knowing that your database is clean, complete and accurate. Your potential savings are huge: On many occasions we've migrated and combined multiple databases in just a few hours, saving weeks of work.
Implementing modules
The right add-on modules can really take your CRM to the next level, saving you money and hours of tedious work each week. But you've got to know which modules to choose and how to get the set-up right. Otherwise there's a risk that the modules will end up slowly corrupting your database. (Yes, we've often seen this happen.)
We've selected and integrated modules for hundreds of organisations, so you can be sure that we'll choose the right modules for your needs. And we'll set those modules up quickly and seamlessly.
Database auditing & hygiene checking
Is your database running slowly? Are you finding strange errors in your data? Data duplication, bad indexing and similar errors are probably to blame. These are potentially expensive problems that can get much worse if not dealt with promptly. Fixing them is, however, no simple matter.
That's where we come in. We can rip these problems out at the roots, restructuring your database so that they don't reoccur. This will reduce errors, trim the size of your database, and get your CRM running faster then ever before. You save time and money… and gain peace of mind.
Campaign monitoring & reporting
Do you dread producing campaign reports? Do you spend hours every week cutting and pasting spreadsheet and CRM data together for summary reports? Or is your inability to produce accurate on-time campaign statistics costing you money?
If so, you'll be amazed at how much reporting time we can save you. This is one of the most gratifying parts of our work: we can't count how many times a client has told us that reports we've implemented have allowed them to do in a minute what used to take hours.
Integrating a CRM
Do you spend hours each week manually porting data between CRM databases and reporting software? Practices like that not only waste time, they lead to data duplication, inconsistencies and errors. And restoring an affected database to health can be a big task.
Let our integration experts fix this by setting up a single database that automatically propagates data to your reporting software. Your data stays consistent and error free. And manual data exporting and cut-and-pasting becomes a thing of the past—saving you huge amounts of time and money.
Troubleshooting
Are bugs in your CRM set-up costing you time and money? You might be dealing with a form that doesn't work, a corrupted table, or an application that doesn't communicate properly with your CRM. We've been squashing CRM and database bugs for years, so we rarely come across a problem that we haven't seen before. That means we can fix your problem fast!
Training
Our highly customised training programs ensure that your staff are squeezing all the value our of your CRM.
- We offer one-on-one training or small group training—you get the personal attention you need.
- Option to train with your database and your processes—we address your needs.
- Train by area of work or department—you choose only the topics you need.
- Select beginner, intermediate or advanced courses. Or choose database administration and optional module courses.
Reviewing business processes
Bad business processes are a chronic but hidden drain on the resources of organisations. And although bad processes waste enormous amounts of money and staff time, they are often invisible from within an organisation. (The “we've always done it this way” effect.)
If you're troubled by a nagging worry that you've got your business processes all wrong, we can look them over for you and relieve your concerns. We'll identify areas in which you may be under-utilising your CRM, data entry procedures that may be causing errors… and more. And having observed the business processes of hundreds of organisations, we can suggest improvements that will simplify your work and save you time and money.
Documenting policies & procedures
Loss of good staff can cripple even the best run business. Good policies and procedures documentation will ensure, however, a speedy recovery from such loss. That's why we're such sticklers for this essential form of business insurance.
We'll provide comprehensive user-friendly manuals that are exactly customised to your organisation. And we'll ensure that those manuals show the reader the reasons behind your policies and procedures—a vital ingredient often missing from business manuals. You get a great reference source and peace of mind that you've properly addressed the risks of staff loss.
