A guide to CRM software for charities and not for profit ... · Welcome to this year’s Guide to...
Transcript of A guide to CRM software for charities and not for profit ... · Welcome to this year’s Guide to...
A guide to CRM software for charities and not for profit organisations
AguidetoCRMsoftwareforcharitiesandnotforprofitorganisations
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Introduction
Welcometothisyear’sGuidetoCRMsoftwareforcharitiesandnotforprofitorganisations.
2018sawthefullimplementationofnewdataprotectionlegislation,andtheorganisationswework
withwere using theAdapta guide to search out software and suppliers to help themaddress the
technologychallenges.Thoseprogrammesandprojectsarestillunderway,butwearestartingtosee
gooddatagovernanceandamorestrategicapproach to informationmanagement taking root. It’s
still early days, but senior managers and trustees in many larger bodies are demanding a more
coherent approach to information systems implementation – one of the unexpected benefits of
GDPR!
Thatsaid,successfulCRMimplementationcontinuestobeararity.Thereasonswhyprojectsstruggle
aremanyandcomplex,butourconsultants’experienceisthatthereareprobablyfivemainissues:
1. TheCRM requirements in non-profit organisations are generallymuchmore complex than
most people realise (until it’s too late). Consequently, most trustee boards and senior
leadership teams underestimate the true cost and therefore underinvest in the resources
required.
2. Charities (particularly, butmembership bodies, trusts and others aswell) “… didn’t get to
wheretheyaretodaybygettingboggeddowninprocess..”.However,buildingaCRMsystem
islikebuildingahouse,youneedtoplan,employagoodarchitect,findexperiencedbuilders
andallowenoughtimetodothejobproperly.
3. A project manager is essential – no matter how (apparently) small the project.
Implementationisallaboutdecisions–hundredsofthem.Projectmanagersareessentialin
reachingdecisionsandmakingprogress.Goodonesareexpensive;butthatdoesn’treduce
theirnecessity.
4. Likesomanythings–fromcarstobabies–aCRMprojectneedsconstantfuelling.Thefuel
forCRM is seniormanagement commitment;without that, theprojectwill just slowdown
andstop.
5. Counter-intuitively,intheend,itisn’teveraboutthetechnology…Allofthesupplierslisted
inourguideoffergreatsoftwaresolutionsandyearsofexperienceinimplementation–but
none of that will deliver a return if there is confusion about organisational objectives,
prioritiesandtheprocessesthatCRMneedstosupport.
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Weareallsobusy–andtechnologycanhelpinamazingways.TheCRMlandscapehasneverbeen
richerormorevibrantwithopportunity.Our2019guidewillintroduceyoutosomeoftheverybest
software and suppliers in the sector. Success ismore possible now than ever before andwe look
forwardtoworkingwithyoutoachieveit.
AdaptaConsulting
July2019
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Aboutthisguide
Withinthisguideweprovidedetailsofsuppliersandsoftwarepackagesthatarecapableofmeeting
manyofthekeyrequirementsformanagingrelationshipswithsupporters,members,serviceusers,
beneficiariesandother typesof contactswithina charityornot forprofitorganisation.This latest
version groups these solutions into three areas: Product, Platform andOpen Source as a logical
approachwithwhichtoviewandunderstandthecurrentCRMmarket.
ProductCRMsystemsarepackagesolutions,oftenwithcorefunctionalityrelevanttomanycharities
andnot forprofitorganisations (suchasGiftAidprocessing).Optionsareoftenswitchedonoroff
dependant on requirements of the organisation and/or software licencing options purchased.
Additionalmodulesandbespokedevelopmentareoftenavailableatadditionalcost.
Platform systems are solutions that are built upwards from a core software platform such as
Microsoft Dynamics CRMor Salesforce, often offering only core contact relationshipmanagement
functionalityout-of-the-box.Additionalfunctionalityrelevanttoeitherthecharityandnotforprofit
sector as awholeor an individual organisationhas tobepurchasedordeveloped. Some software
suppliershavedevelopedadditionalNFPrelevantfunctionalityavailabletopurchase.
Finally,OpenSourcesystemsusedwithinthecharityandnotforprofitsectorareoftenevolvedfrom
ContentManagementSystems(CMS)andduetoopensource licencingcanbeacquiredfor free.A
communityofusersanddeveloperscontribute topatchanddevelop thecoresoftwarecodebase.
Apartfromfreeplug-infunctionalitythatisavailable,anumberofsuppliershavebuiltpaid-forplug-
insolutionsfocussedontheneedsofthecharityandnotforprofitsector.
AdaptaConsultingisfamiliarwitheachofthesoftwaresuppliersandsystemsincludedinthisguide.
However, for the avoidance of doubt, the tables are not intended to be comprehensive and are
provided for information purposes only. Adapta Consulting makes no representation as to the
suitabilityofanyofthecompanieslistedortheaccuracyoftheinformationprovided.
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CRM-Products
Packagename Madeby Resoldby NotesoncompanyAdvantageNFPFundraiser
RedbournBusinessSystems
N/A RedbourndevelopandsupportAdvantageNFPFundraiserandAdvantageNFPBoxOfficeaswellasbeingIBMmidrangeexpertsdevelopingsystemsinIBMCA2E.
Affiliate RedSkyIT N/A RedSkyITwasformedfollowingaseriesofmergersandacquisitions.FormerlyknownasRamesys,RedSkyIThasbeenprovidingsolutionstoprofessionalbodies,awardingbodies,universitiesandpubliclibrariesformorethan30years.ThecompanyisnowpartoftheJDMTechnologyGroupwhichprimarilyprovidessoftwaretotheconstructionindustryworldwide.
Alms.NET WestwoodForster N/A WestwoodForsterhaveworkedwiththenotforprofitsectorsince1990andhaveawell-establishedclientbase.AswellasAlms.NET,otherproductsareStreetwiseAddressingandStreetwiseBankValidation.
Aptify Aptify N/A Aptifyoffers21out-of-the-boxapplicationssuitedformidtolargesizedcharitiesandnotforprofitorganisations.Theirrobustmenuofmembershipmanagementsoftwareisdesignedtoenhanceconvenience,connectivity,communication,andcollaborationforyourorganisationandyourmembership.
AudienceView AudienceViewTicketingCorporation
N/A
Beacon Beacon N/A BeaconisoneofthenewestentrantstothecharityCRMmarket.ThefounderscomefromaSiliconValleystart-upbackground,butwantedtobuildamoreimpactfulandsociallyresponsiblebusiness,sotheycreatedBeaconasasocialenterprise-exclusivelyfornotforprofits.
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Notesonsystem Illustrativecharity/non-profitcustomersAdvantageNFPFundraiserisavailablein‘Solo’,‘Professional’and‘Enterprise’versions.TheenterpriseversionisbuiltonSQLServerandtheotherversionsareonJET.
BirminghamRoyalBallet,WorldDevelopmentMovement,WymonhamCollege,Bibic,StClare’sHospice.
AffiliateisRedSkyIT'sflagshipproductforthenotforprofitsector.Itisanintegratedsetofmanagementsolutionsforcharities,membershiporganisations,awardingbodies,federations,institutesandassociations.Itcomprisesarangeofapplicationmodulessupportedbyasuiteofwebservicesandself-servicesolutionsthathelporganisationsimprovememberretentionandrecruitment.
CharteredInstituteofPersonnelandDevelopment(CIPD),CharteredInstituteofPublicFinanceandAccountancy(CIPFA),InstituteofCharteredAccountantsinIreland(ICAI),InstituteofSalesandMarketingManagement(ISMM).
Alms.netisafundraising,membershipandgrantssolution.ItallowsnotforprofitorganisationstoadoptBestPracticemethodsquicklyandeffectivelyforeachbusinessprocess.
CBMUK(formerlyChristianBlindMission),UNICEFUK,Mencap.
TheCRMenterprisefunctionalitysetisanadvancedsystemoftrackingmemberandnon-memberdemographicinformationinthedatabase.Philosophically,Aptifytreatsconstituentsinthedatabaseastheyareinreallife:individuals/organisationsfirst,andmemberssecond—meaningthattheclientcantrackmembersandnon-membersinthesoftwareinuniquewayswiththesamedegreeofpowerandflexibility,andtheneasilyadd/managemembershipattributeswhenapplicable.TheAptifyCRMtoolallowsastaffmembertocleanlyviewsystem-wideinformationrelatedtoaconstituent,inasingleandeasyto-navigatelocation,whilealsoallowingforconfigurabledisplaysanddataentryformats.Forcompaniesandindividuals,staffmemberscaneasilytrackanunlimitedquantityofaddresses,phonenumbers,emailaddresses,preferredcommunicationmethods,jobfunctions,contactlogs,follow-uptasks,relationships,etc.,foreachrecord.Aptifyoffersfullyintegratedandrobustmembershipmanagementfunctionality.
CharteredAccountantsofIreland,TheLawSocietyofIreland.
AudienceViewcomescompletewithintegratedfeatures,includingticketing,e-commerce,fundraising,customerrelationshipmanagement(CRM),emailmarketing,contentmanagement(CMS)andanalytics.
MarinaTheatre,TheLowry,EdinburghInternationalFestival,LosAngelesFilmFestival.
Beaconisclearlytargetedatcharitiesanditisaddingnewfunctionalityatarapidpace.It'sflexibleenoughtostorealldatainoneplace,makingitwellsuitedforawiderangeofuse-cases-fromfundraising&GiftAidrightthroughtoprogrammeandvolunteermanagement.BeaconfollowsGoogle'sdesignprinciples,sotheproductismodernandeasytouse.
BigChange,YoungEpilepsy,GoodsforGood,GreatLakesOutreach,Chapel&York,EqualityNow,DogstarFoundation.
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Packagename Madeby Resoldby NotesoncompanyBeeFunded BeeSoftware N/A Asmallindependentsoftwarecompanybasednear
Warwick.Thisistheonlysystemthattheycurrentlymarketthoughtheydoasignificantamountofbespokesystemdevelopmentforsmallcharities.Nottobeconfusedwiththecrowdfundingplatformofthesamename.
BlackbaudCRM Blackbaud N/A Forthepast30years,Blackbaudhavebeendevelopingsystemsoftwareandservicesfornotforprofitorganisations.Customerbaseof27,000+.
CantataVantageCRM Cantata,basedonMicrosoft/Salesforce
Cantata CantataisaUK-based,independentCRMspecialist,andprovidesexpertiseinthemembershipandnot-for-profitspace.Ithasalargebaseofwell-knownUKclients.CantatahasadedicatedUKteamforconsultancy,implementation,supportandtraining.SupportisprovidedfromtheirOxford,UKsupportcentrewithasalesofficeinLondon.
CGHub CommittedGivingLtd N/A CommittedGivingLtdisasuccessfulandlongstandingspecialistinonlineanddigitalfundraisingandassociatedservicestothethirdsectorandothers.Theyhavebeenprovidingcustomisedandtailoredonlineandconsultancyservicessincethelate1990’s.Over80%oftheirnewbusinessisdirectlysourcedfrompersonalrecommendationsandwordofmouth.
CloudDonor AdvancedComputerSoftware(“OneAdvanced”)
N/A AdvancedisaSundayTimesTopTrack250Company2015andwasrankedintheDeloitteUKFast50whichrecognisesthe50fastestgrowingtechnologycompaniesintheUKandawinneroftheTechCompanyoftheYearinPwC’sUKTechAwardsin2014.
CloudMembership AdvancedComputerSoftware(“OneAdvanced”)
N/A AdvancedisaSundayTimesTopTrack250Company2015andwasrankedintheDeloitteUKFast50whichrecognisesthe50fastestgrowingtechnologycompaniesintheUKandawinneroftheTechCompanyoftheYearinPwC’sUKTechAwardsin2014.
DonationsCo-ordinator
DataDevelopments N/A AsmallcompanybasedinWolverhamptonthatwasestablishedin1985.Theyproducearangeofproductsaimedatchurchesandsmallcharities/communitygroups.
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Notesonsystem Illustrativecharity/non-profitcustomersThisisacloudbasedsystemthatisaimedatsmalltomedium-sizedcharities.Theycanalsoprovidebespokeversionsofthesystemfororganisationswithspecialrequirements.
ArtsInsight,FindaBetterWay.
Aimedatlargernotforprofitorganisations,BlackbaudCRMisaflexible,scalableandsecureCRMsolutionbasedonBlackbaud’sproprietary‘Infinity’platform.
BreastCancerCare,BritishHeartFoundation,OxfordUniversity,GreenpeaceInternational,BirdLifeInternational,JewishChild'sDay,Children'sHospiceSouthWest,HighlandHospice.
CantataVantageissupportedonbothMicrosoftDynamicsandSalesforceplatforms.Usingtheirexperience,theyareabletouseCantataVantagetoprovideatleast80%ofneeds,outofthebox.
CantataVantageprovidesextensiveadditionalfunctionalityoverthecoreCRMpackages,includingeventsmanagement,publicationdistribution,powerfulcasemanagementextensionsandavarietyofuserinterfaceimprovements.
Formaximumflexibility,theyofferbothhostedoron-premisessolutions.Alliedtotheirmethodologyfortherapiddeliveryofspecificadditionalconfiguration,datamigration,deploymentandtraining,itdeliversacosteffectivecustomermanagementsolution.
CharityCommission,AdvertisingStandardsAuthority,Ofgem,PSA,IAB,TheJockeyClub.
TheCommittedGivingHub(CGHub)isastateoftheartbackofficeadminapplicationthatiscontinuouslyevolving.Itisasecure,passwordprotected,webbasedapplicationthatcancontainabsolutelyeverythingyouneedtomanageyourfundraisingandassociatedactivities.Theybuildandmanagealltheirsoftware.YouwillnotfindtheCGHubanywhereelseorresold.
ButtleUK,EpilepsyResearchUK,OvarianCancerAction,MacmillanCancerSupport,TreeAid,BuildAfrica,UniversityofKent,VSO,WhizzKidz,FightforSight,BlueCross,FriendsoftheEarthScotland,AgeUK,Girlguiding,RNIB.
CloudDonorisforsmalltomedium-sizedorganisations.Itisspecificallybuiltfornotforprofitorganisationswiththeaddedcapabilitiessuchasmarketingcampaigns,processingfundraisingincome,andmanagementofmerchandising.
Winston'sWish,GeorgeMüllerFoundation(Müllers),Julia'sHouse.
CloudMembershipisaimedatsmalltomediumsizedmembershiporganisations.ItisavailableinahostedenvironmentandcanbelinkeddirectlytoExchequerfinanceandaccountingsoftware.
NotspecifiedbutAdvancedclaimtohaveover1000notforprofitorganisationsascustomersofitsproducts.
DonationsCo-ordinatorintegrateswithFinanceCo-ordinatorandMembershipCo-ordinator.Togethertheseproductsaredesignedtocoveralltheadminsystemsneedsofachurchorsmallcharity.Thebasicproductsareavailableinsingleuserversionsandcanbeupgradedtomulti-user.
Over5,000churchesandsmallcharitiesusetheirproducts.
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Packagename Madeby Resoldby Notesoncompanydonorflex CareDataSystems N/A Power,precision,depth,value,insight,inspiration,
expertise,reliability,reassurance….donorflexclaimstodeliverallthis–backedbytheteamtwicevotedtheIoF'sDatabaseSupplieroftheYear.TheyaretheonlyCRMsupplieramongthetopsixintheIOF’s2016searchfor‘themostcommittedcompanytothesector’.Theyunderstandnotforprofits,andhavedonesince1988,whenthedonorflexsystemwasdevelopedtoansweracriticalneedatAcornsChildren'sHospice.TheirclientsincludemorethanhalftheUK'shospicesector.
Donorfy Donorfy N/A Votedasthebestsupplierinthe2016and2017FundraisingMagazineCharityCRMsurvey,DonorfyisthecompanylaunchedbyfoundersRobinFiskandBenBretttodelivercloud-basedcharity-focusedCRMtoUKnotforprofitorganisationswiththeintentionofreducingthecomplexityandcostspreviouslyassociatedwithcharityCRM.Withover200clients(asatJune2017)andapartnernetworkofonboardingconsultantsDonorfyisgrowingfastandprovingthatcharityCRMcanbeeasytouse,affordableandpowerful.
DonorPerfect SofterWareInc. DonorPerfectUKLimited
SofterWareInc.isaUScompanyformedin1981.TheirproducthasbeenlocalisedfortheUKandissoldandsupportedlocallybyDonorPerfectUKLtd.
e-mangoMembershipPlatform
KimcellLtdtradingase-mango
N/A e-mangoisasmallweb-developmentcompanystartedin2000andbasedinBournemouththathascreateditsownproprietybrowserbasedmembershipsoftware,withmodulesthatareadaptedtomeettheneedsofindividualcustomers.
eTapestry Blackbaud N/A Forthepast30years,Blackbaudhavebeendevelopingsoftwareandservicesfornotforprofitorganisations.Customerbaseof27,000+.
Harlequin HarlequinSoftware N/A Establishedin1986,Harlequinsupportsover300notforprofitorganisationsacrosstheUK.Witha99%clientretentionrate,Harlequinworkswithhealthcareandwelfareorganisations,faithcharities,educationestablishmentsandmembershipassociations.In2014HarlequinwasvotedBestDatabaseSupplierintheInstituteofFundraising’sPartnersinFundraisingAwards.
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Notesonsystem Illustrativecharity/non-profitcustomersAllthecorefunctionalityyouwantisstandard.Nohiddenextras.AndintegratedLotteryandRafflemodulest0068atputtheirclientsonestepaheadtheoppositionintermsofseamlessefficiency.
StLuke’sHospice,Make-a-wishFoundation,PrincessAliceHospice,StMichael’sHospice,LincsandNottsAirAmbulanceTrust,Break,EmmausUK,RailwayChildren,ToyboxCharity,JDRF.
DonorfywasvotedthebestproductintheFundraisingMagazineCharityCRMsurveyin2016and2017.Itisacloud-nativeCRMforUKnotforprofitorganisationsthatrunsonMicrosoftAzure.Ithandlesindividualgiving,majordonors,trusts&foundations,corporate,legaciesandcommunityfundraising.ItintegrateswithothercloudservicessuchasMailChimpandJustGiving,andprovideswebwidgetsforonlinedonationsviaStripeandGoCardless.CustomerscangetupandrunningforfreewithDonorfy'sonboardingservice,orcanuseprofessionalmigrationandtrainingservicesfromthepartnernetwork.
ARochaUK,CARE,BBCRadio4ChristmasAppealforStMartin-in-the-Fields,HeartofEnglandForest,AmosTrust,ChangingTunes,StyleAcre,NoLimits,WestDeanCollege,BrightRed,NewcastleUnitedFoundation,LangdonFoundation.
DonorPerfect,aweb-basedsolution,offersawiderangeofstandardfundraisingfunctionality.Itpridesitselfoneaseofuse,onlinedonationandpaymentforms,powerfulreportingandmulti-currencyreports.ItincludesConstantContactemailmarketingandintegrateswithQuickBooks.
NationalYouthTheatre,AmnestyInternational,BristolZoo,CBNEurope,MercyShipsDonorPerfectisalsousedbyUNICEFinover30countriesworldwide.
e-mangoprovidesanintegratedsolutionthatgivesanorganisationcontrolofboththeirwebsiteandmembershipdatabaseinonesolution.Payforsubscriptions,bookforevents,emailmarketing,onlinedirectories,membersarea.
AssociationofProfessionalStaffingCompanies,BritishCoatingsFederation,BritishPlasticsFederation,FineArtTradeGuild,SocietyofGardenDesigners,BritishCompressedAirSociety.
eTapestryisacloud-based,affordableandrobustfundraisingsolutionfornotforprofitorganisations.Itisaneasytouseandinexpensivedatabaseallowingaccesstodonors,members,supporters,andvolunteers.
ArkCancerCare,NorthwoodAfricanEducationFoundation,KilbrydeHospice,RippleAfrica,ScottishEpilepsyInitiative,SolaceWomen’sAid,VisionFundInternational.
HarlequinCRMcanbeusedacrossanentirecharityorwithinonedepartment,suchasfundraisingorservicedelivery.ThesystemiscontinuallyupdatedasaresultofHUGs(HarlequinUserGroups)andlegislativerequirements,suchasGDPR/FPS.HarlequinCRMintegrateswithHarlequin'sCharitableAccountingsystem.
Addenbrooke'sCharitableTrust,AlderHeyChildren'sCharity,Buglife,ForcesPensionSociety,LichfieldCathedral,NationalMuseumoftheRoyalNavy,NightingaleHouseHospice,ThePoppyFactory,RonaldMcDonaldHouseCharities.
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Packagename Madeby Resoldby NotesoncompanyiMIS20 AdvancedSolutions
International(ASI)iFinity iFinityemergedfromFisherTechnology,whichfirst
startedtoimplementiMISin1994.Theysupportover100notforprofitorganisationsintheUK.iMISisnowbeingsoldandsupportedviaiFinityasthesolechannelintheUKandEU.
KISSContacts KISSoftware N/A AsmallcompanybasedinSwindon.Theyhavejusttheoneproductwhichhasbeenonthemarketsince1990andisastraightforwardandrelativelylow-costCRMforsmallnotforprofitorganisations.
MerlinCRM(previouslycalledSodalitaS)
MillerTech N/A MillerTech(MillerTechnologyLtd.)isacommercialorganisationwhichhassuppliedmembershipandcontactmanagement(CRM)systemstothenotforprofitsectorforapproximately30yearsandwhichnowcontributestotheCiviCRMopensourcecommunityandactsasimplementationconsultants.
NG AdvancedComputerSoftware(“OneAdvanced”)
N/A AdvancedisaSundayTimesTopTrack250Company2015andwasrankedintheDeloitteUKFast50whichrecognisesthe50fastestgrowingtechnologycompaniesintheUKandawinneroftheTechCompanyoftheYearinPwC’sUKTechAwardsin2014.
OM.Net 3Si N/A 3Siprovidesafullyflexible,highlyconfigurablefeaturerichCRMwithreal-timewebintegration,andalltheservicestodeliverthatsolutionintoyourorganisation,includingprojectleadership,implementationconsultancyandtrainingallforafixedprice.
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Notesonsystem Illustrativecharity/non-profitcustomersiMIS20isanEngagementManagementSystem(EMS)™thatenablesorganisationstoengagemembers,donors,andotherconstituents–includingstaff–anytime,anywhere,onanydevice.Itincludesconstituentrelationshipmanagement,commercemanagement,memberself-service,onlinefundraising,socialengagement,privatecommunities,andmobileaccessinoneseamlesscloud-basedsystem.Members,donors,andotherconstituents–aswellasstaff–canaccessthesystemfromawebbrowser.Plus,iMIS20hastheflexibilitytoworkwithanexistingContentManagementSystem(CMS)or–formanyorganisations–thepowertomanagetheentirewebsite.iMIS20isavailablefororganisationsofalltypesandsizes.• iMIS20-100:Out-of-the-boxEMSforsmall-stafforganisations.AvailableexclusivelyviatheiMISCloud.
• iMIS20-200:Out-of-the-boxEMSplusadditionalfunctionalityandstandardtailoringcapabilities.AvailableexclusivelyviatheiMISCloud.
• iMIS20-300:Enterprise-levelEMSwithadvancedfunctionality,extensivetailoringcapabilities,andoptionalthird-partyapplicationsauthorisedbyASI.AvailableviatheiMISCloudoron-premiseinstallation.However,theremaybelimitationsonthird-partyapplicationsavailableintheiMISCloud.
RethinkMentalIllness,RoyalCollegeofEmergencyMedicine,AmericanPostalWorkersUnion,BritishAssociationofSnowsportInstructors,CharteredInstitutionofWaterandEnvironmentalManagement,CharteredQualityInstitute,IMCATradingLtd,InstituteofInformationSecurityProfessionals,InternationalUnderwritingAssociationofLondon,Lloyd'sMarketAssociation,Multilaw-MultinationalAssociationofInternationalLawFirms,NDNA-NationalDayNurseriesAssociation,ReThinkMentalIllness,RoyalCollegeofVeterinarySurgeons,RoyalSocietyofChemistry,TheLawSocietyofScotland,TheRoyalCollegeofEmergencyMedicine,West&NorthYorkshireChamberofCommerce.ElectricalContractors'Association,CivilAviationAuthorityInternational,BritishTransplantationSociety,BritishAcademyofManagement,RoyalStatisticalSociety.
KISSContactsisasystemthatmakesiteasytomanagecontacts,membersanddonorsforsocieties,clubs,andassociations.
BirminghamNationalTrust,BritishFloristAssociation,BookTradeBenevolentSociety,CityYMCALondon,DisabledLiving,KidsinSport,BritishDentalHealthFoundation,WaronWantNI.
Merlinprovidesafullyintegratedwebenabledmembershipsolutiontomeetthemostcomplexdemandsfacedbytradeunions,associations,professionalbodiesandcharities.MerlinisbuiltonMTL’sSodalitaSCRMwhichisawidelyusedmembershipsystemintradeunionsandothernotforprofitbodiesintheUKandRepublicofIreland.
RailMaritimeandTransportUnion;RoyalCollegeofNursing;LondonCyclingCampaign;EuropeanSocialNetwork;InstitutionofEnvironmentalServices;RoyalCollegeofSpeechandLanguageTherapists;RoyalCollegeofMidwives;UNISON;GeneralChiropracticCouncil;IBOAtheFinanceUnion;IrishNationalTeachersAssociation;GeneralTeachingCouncilforScotland;GeneralTeachingCouncilforWales;AssociationofTeachersandLecturers;BECTU;Community;FireBrigadesUnion;NASUWT;PCS;RoyalCollegeofPhysicians;TSSA.
NGisformediumtolargecharitiesandeducationalestablishments.Usedbymanytopcharities,NGcharitydatabasesoftwareisoneoftheleadingCRMsolutionstounderpinfundraising,operationsandservicesformediumtolargecharities.
AmnestyInternationalUK,BritishLungFoundation,NationalChildbirthTrust,TheBlueCross,SavetheChildrenUK,RoyalBritishLegion,RSPB,DiabetesUK,MarieCurieCancerCare,GuideDogsfortheBlind,CIPD,FederationofSmallBusiness,ScoutAssociation,RoSPA,BarCouncil,MédecinsSansFrontièresUK,WWF-UK,WoodlandTrust.
OM.Netisaversatilemembershipmanagementsystem.Itisdesignedby3SispecificallyforTradeAssociationsandothersinthenotforprofitsector.OM.NetmanagesMembership,Events,Abstract&GrantsandSaleswithWebToolstoempoweryourmemberstoself–serve.OM.Netcanbeaccessedacrossdifferentplatforms,givingyoutheoptiontoutiliseitsfunctionalitywhetheryouaresittingatyourdeskintheoffice,workingremotelyfromhome,attendinganeventorvisitingacustomeroverseas.
NFU,EngineeringConstructionIndustryAssociation,Mensa,BPIF,IHEEM,TradingStandardsInstitute,ENTUK,AssociationofTeachersofMathematics,AerospaceDefenceSecurityGroupBritishGlidersAssociation,ISM,NationalFederationofOccupationalPensioners,SocietyofLondonTheatre&UKTheatre,TheLoanMarketAssociation.
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Packagename Madeby Resoldby Notesoncompanyoomi CentrepointComputer
ServicesN/A oomiispartofCentrepoint,acompanythathas
beensupplyingmembershipandfundraisingsoftwaretonotforprofitorganisationsforover25years.
OracleNetSuite NetSuite N/A OracleNetSuiteistheworld’sleadingproviderofcloud-basedbusinessmanagementsoftware,usedbyover40,000organisations.ThroughNetSuite.orgtheyofferadonationprogramme,ensuringcharitiesgetthecoreplatform,andsignificantdiscountsonusersandmodules.
Pro9 ProTechComputerSystemsLtd
N/A Formorethan20yearsProTechhasbeendeliveringspecialistCRMsoftwareandchangemanagementservicestothenotforprofitsector.
ProgressCRM ASIEurope N/A ASIEuropearethelargest,privately-ownedglobalproviderofweb-basedsoftwareformemberanddonor-basednon-profitsandhasservednearly3,000customersandmillionsofusersworldwidesince1991.Thecompanyhasapproximately100partnersand200employeesworldwide(acquiredFiskBrettin2008).
Raiser'sEdgeNXT Blackbaud N/A Forthepast30years,Blackbaudhavebeendevelopingsoftwareandservicesfornotforprofitorganisations.Customerbaseof27,000+.
SheepCRM CroftswareLtd SheepTallProjects
CroftswareLtdwasestablishedin2011byex-AmazonengineeringmanagerJamesWebster.Theyarepassionateabouthelpingsmallcompaniesandnotforprofitorganisations.
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Notesonsystem Illustrativecharity/non-profitcustomersLaunchedin2014,oomi®isaspecialistcloudbasedCRMsolutionforMembershipbodiesandTradeAssociations.oomi®offersextensiveoutoftheboxintegrationcapabilitieswithaccountingsolutions,websiteplatforms,andarangeofapplicationsincludingoffice,emailmarketing,PostCodes,SMS/telecomsetc.
TheGemmalogicalAssociationofGreatBritain,TheDesign&TechnologyAssociation,NationalHairdressers’Federation,EnergyUK,EnergyInstitute,ArthritisCare,NauticalInstitute,Transaid,TheAnglo-OmaniSociety.
NetSuiteprovidesasingleintegratedsystemcomprisingFinance,CRM,Projects&E-Commerce,deliveredasatrueSAASproductacrosstheinternet.TheCRMencompassesGrant&DonorManagement,FullyIntegratedGiftAidandProgramManagement.NetSuiteaddressesglobalmulti-nationalcharitieswithtruelocalisationandlanguagecapabilitiesandhasmanyoftheworld’stop100charitiesasclients.
AbilityNet,UKYouth,YouGov,FoundationCenter,FoundMyAnimal,Good360,BonnevilleEnvironmentalFoundation.
Pro9CRMsoftwareoperatesinaMicrosoftenvironmentanddeliverseasilyconfigurablespecialistnotforprofitmoduleswithCRM,workflow,processautomationandreportingcapabilityattheircore:Membership&Subscriptions,Learning&Education,CPD,EventManagement,AnnualAppeal,Fundraising,Marketing&Campaigns.ByaddingProWeb,(securedigitalplatform)andProCloud(afullymanagedCloudCRMoffering)toitsspecialistCRMandchangemanagementsolutionportfolio,ProTechdeliversaGovernment‘OFFICIAL’securityaccreditedfullyintegratedwebandCRMplatform.
CharteredManagementInstitute,ICAEW(InstituteofCharteredAccountantsinEnglandandWales),SalvationArmy,AssociationforProjectManagement,CharteredInstituteofInternalAuditors,CollegeofPolicing.
ProgressCRMoffersmid-sizedorganisationsapackagedandupgradeablefundraisingsolution.ItisstillbeingsupportedbyASIbutnotactivelymarketed.
ActionforBlindPeople,SightsaversInternational,LincolnshireWildlifeTrust,EvangelicalAlliance,TheChildren'sTrust,DreamsComeTrueCharity.
TheRaiser'sEdgeisawell-established,flexible,scalableandsecureCustomerRelationshipManagement(CRM)andfundraisingsolution.
Over1,000customersintheUKincludingMultipleSclerosisSociety,Crisis,ProstateCancerCharity,Tommy's,ActionforChildren,RoyalCollegeofMusic,EnglishNationalOpera,UniversityofGlasgow,Children'sCountryHolidaysFund,NationalMuseumsLiverpool,HandelHouseMuseum.
Sheep’ssimpleback-officesolutionshelpsnotforprofitorganisationsstreamlinetheircommunication,membership,fundraisingandvenuemanagementactivities.Sheepisacloud-basedproductthatintegrateswiththetoolsyouarealreadyusing:(MailChimp,Eventbrite,GoogleCalendar,Xero,WordpressGoCardlessetc).Simpleproductbasedpricingwithunlimitedusers,data&support.
ScottishAssociationofLandlords,ArtsattheOldFireStation,Greenbelt,AnglicanInternationalDevelopment.
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Packagename Madeby Resoldby NotesoncompanySpektrix Spektrix N/A Spektrixispowerfulandinnovativecloud-basedbox
office,marketingandfundraisingsoftwareforartsorganisations.Inadditiontocuttingedgetechnology,theytakeaholisticapproachtosupport,deliveredbyadedicatedteamincludedinthecost.Thatmeansunlimitedsupportservicesbeginningondayone,implementation,strategicadvicetogetthemostoutofthesystemandtrainingwhenneeded.Allofthiscomesfrompeoplewhoworkedinthearts,sotheyknowwhereyou’recomingfrom.
SRO TopTix N/A ToptixwasformedandlaunchedSRO(StandingRoomOnly)in2000.In2010,thecompanycompletedagrounduprewriteoftheSROsystemandaddingfunctionalityonanew,improvedandmoderninfrastructureandopen/cloudcomputingready.In2017,TopTixwasacquiredbySeatGeek,Amobile-focusedticketplatformthatenablesfanstobuyandsellticketsforsports,concert,andtheaterevents.
StratumBlack APTSolutionsLtd N/A APTSolutionswasfoundedin1998.APTisaspecialistsupplierofsoftwareandservicestothenotforprofitsector,andhasofficesintheUKandAustralia.
TessituraCRM TessituraNetwork TessituraNetworkLtd TheTessituraNetworkisanotforprofittechnologyandservicescompanyownedandgovernedbyitsartsandculturalusers.Amission-focusedcompanydedicatedtoprovidingsuperiorsoftware,support,learningresourcesandcommunityservicestomeettheneedsofitsmemberorganisations.Usercommunityinputdrivescompanypriorities.Adistraction-freeopenuserenvironmentencouragesnetworking,learning,andbestpracticesharing.
thankQ AccessGroup N/A AccessGroupacquiredthankQin2013.ThecompanyprovidesarangeofsoftwaresolutionsincludingtheDimensionsfinancepackageforthenotforprofitsector.Priortotheacquisition,thankQhadnearly40membersofstaff.Theyhaveprovidedsoftwaresolutionstothenotforprofitsectorforoverfifteenyears.
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Notesonsystem Illustrativecharity/non-profitcustomersSpektrixprovidesacomprehensiverangeoftoolsforticketing,customerrelationshipmanagement,reporting,analysis,customersegmentationandgivingmanagement.Itisbackedupbyadedicatedsupportteamwhohavestrongcrossoverartsandtechnicalexpertise.Everyinteractionacustomerhas,whetherthat’sdonatingoropeninganemail,getsrecordedagainstauniquecustomerrecord.Youcanthenworkwiththatdatainallkindsofwaysacrossyourorganisation–fromusingtheiranalysistoolstosegmentloyalcustomersanddonorsandtargetthemwithmembershipsusingintegratedemailmarketing,torecognisingmajordonorsattheboxoffice.Withasinglecustomerviewatitscore,Spektrix’stoolshelpartsorganisationstoincreasedonationsandrevenue,andgrowaudiences.
Notforprofitartsorganisationsmakeupapproximatelyhalfoftheir300-strongclientbase.Examplesinclude:WestYorkshirePlayhouse,SohoTheatre,RoseTheatreKingston,BikeshedTheatreExeter,CultureWarrington,OctagonYeovil,LyricTheatre&StudioBelfast,LlangollenInternationalMusicalEisteddfod.
SROisaTicketing,Marketing,CRM,FundraisingandAccessControlplatformdesignedtoimprovethewaythatliveentertainmentanduserexperienceproductsarepromoted,packagedandsold.SROclientsmanagethesaleoftickets,subscriptions,membershipsandmerchandiseaswellastakedonationsthroughasinglebasketapproach;trackloyaltywitharealtimeCRMbackend;andintegratewithbestofbreedthird-partyproductsusinganAPI.
EnglishNationalOpera(ENO),RoyalCollectionTrust,LondonTransportMuseum,WinchesterCathedral,ForestryCommission,BuckinghamPalace.GeorgeW.BushPresidentialLibraryandMuseum.
Stratumisamodularsystemwithweb2.0capabilities(‘StratumEngage’),whichintegratestraditionallyseparate,back-enddatawithwebsiteusabilitytocreateacomprehensivepersonalisedwebexperienceforbothorganisationsandtheirmembers.Stratum’sonlinepresenceallowsmembersaccesstoasecurehomepagewhichwillallowthemtoviewandamendtheirownpersonaldata,paysubscriptions,buymerchandiseandpersonalisetheirpagebyaddingwidgetsandRSSnewsfeeds.
InstitutionofMechanicalEngineers(IMechE),NewSouthWalesTeachersFederation,BritishPsychologicalSociety,OpenUniversity,CampaignforRealAle(CAMRA),UKScoutAssociation,SocietyofAuthors,OlympusCameraClub.
TessituraNetworkoffersunifiedsoftwareapplicationdesignedspecificallyfornon-profitarts,culturalandentertainmentorganisationscoveringCRM,ticketing,memberships,fundraising,marketing,businessintelligence,onlinetransactions,accesscontrol,mobiletransactions/engagement,andmore.Tessituraprovidescomprehensiveservicestosupportandenhancethesuccessofculturalorganisationsresultingindeeperaudienceengagement,unparalleledorganisationalefficiency,increasedrevenueandmoretimedevotedtotheadvancementofyourmission.
Theirproductsandservicesareutilisedbymorethan570artsandculturalorganisationsin10countries.ClientincludeTheRoyalOperaHouse,SouthbankCentre,NationalPortraitGallery,andover60otherorganisations.
thankQisaCRMsoftwarewithconfigurablemodules,speciallydesignedfornotforprofitorganisations.
ComicRelief;RoyalCollegeofVeterinarySurgeonsTrust;Musician’sBenevolentFund;CharityFinanceGroup;Cera;TheFoundationFriendsoftheRoyalBotanicGardens,Kew;KarunaTrust;SanctuaryCarr-Gomm;Cera;AnimalCareTrust;UrbanSaints;KeeleUniversity;BakersFoodandAlliedWorkersUnion;ConcernWorldwide;NorthDevonHospice;UniversityofEdinburgh,RainbowsChildren'sHospice;JewishCare,TheIonaCommunity.
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Packagename Madeby Resoldby NotesoncompanyWorkbooksCRM WorkbooksOnlineLtd Mainlysolddirectly Workbooksprovidesanaward-winning,cost-
effective,cloud-basedCRMplatformthatmanycharities,tradeassociationsandnotforprofitorganisationsareusingtoimprovemembershipmanagement,maximisefundraisingandoptimisetheirrelationshipswithdonors,volunteersandsupporters.WorkbooksisasuccessfulBritishcompany,developingsoftwareatitsofficesinReading,Berkshire,andoperatingtheCRMservicefromdatacentresintheUKtoensuredataisfully-protectedbyUKandEUlaws.Workbooksalsoprovidesalloftheconsultancy,businessanalysis,changemanagementandtrainingneededforasuccessfulimplementation,withafocusonhighlevelsofuseradoptionthatdeliverbenefitsquicklyandmaximiseROI.
YMMembership YourMembership N/A Sinceitsfoundationin1998,YMclaimstobethelargestvendorgloballyformembershipandnotforprofitdedicatedsoftwareasaservice.YMhelps20millionmembersengagewith5,000+organisationsin32countries.In2015YMestablishedpermanentofficesintheUKtosupportarapidlygrowingclientbaseintheUKandEurope.
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Notesonsystem Illustrativecharity/non-profitcustomersFromincreasingmembershipandfundraisingwitheasygiftaidmanagement;throughtargetedcampaignsandintegratedeventmanagement;tocustomisabledashboardsandadvancedreporting,Workbooksprovidesambitiousnotforprofitorganisationswiththetoolstoexploittheironlinepresence,manageactivitiesandinteractions,anduseautomationtostreamlineoperations.Withaneffectiveimplementationmethodologyandseamlessintegrations,Workbooksiseasytocustomisetomeetuniqueorganisationalrequirements.
CoeliacUK,CharteredAccountantsBenevolentAssociation(CABA),KnowledgeTransferNetwork,NationalFederationofBuilders,NationalLandlordsAssociation,ScottishMotorTradeAssociation(SMTA),TheTenancyDepositService,BritishAssociationofLandscapeIndustries(BALI).
YourMembership’sweb,CRM,CMS,social,andmobileenabledmemberengagementplatformclaimstobethestrongestend-to-endsolutioninthemarketformemberbasedorganisations–helpingreducecosts,increasevalue,andsavetime.AlsoavailableareYMCareers(forrunningjobboards)andYMLearning(apowerfulonlinelearningplatformthatisusedtomanage9.8millioncourseenrolmentsand3.4millioncourseawardsannually).
RenewableUK,UKTrialManagersNetwork,TheInstituteofHighwayEngineers,InternationalAssociationofOralandMaxillofacialSurgeons,AssociationManagementCompaniesInstitute,InternationalAssociationforHealthcareSecurityandSafety.
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CRMPlatforms-MicrosoftDynamicsCRMsolutions
System Providedby Resoldby NotesoncompanyMicrosoftDynamics(brandedas“NFPDynamics”)
AdvancedComputerSoftware(“OneAdvanced”)
N/A AdvancedisaSundayTimesTopTrack250Company2015andwasrankedintheDeloitteUKFast50whichrecognisesthe50fastestgrowingtechnologycompaniesintheUKandawinneroftheTechCompanyoftheYearinPwC’sUKTechAwardsin2014.
MicrosoftDynamics365(soldwithpre-builtcharitymodulesas“Rhythm”)
Microsoft Chorus ChorusareMicrosoftcloudexpertsbasednearBristol.Foundedin1999,Chorushelporganisationsadoptandbenefitfromcutting-edgeMicrosofttechnologiesacrossAzure,Microsoft365,Dynamics365andSharePoint.
MicrosoftDynamics365
Microsoft Core CoreisaMSGoldpartnerconsultancywithspecialismsininsuranceGovernmentandMembership.TheyhaveworkedexclusivelywithMicrosoftDynamicsCRMsinceitsintroductionintheUKin2004.TheyhaveworkedonnumeroussuccessfulMicrosoftCRMprojectsfororganisationsofallsizes,rangingfromSME'stolargebanks.
MicrosoftDynamicsCRM
Microsoft Felinesoft FelinesoftareacompleteendtoendCRM,webandappdevelopmentspecialistswith12years’experience,offeringafullrangeofservicesfrombusinessanalysisanduserexperiencedesign,tosoftwaredevelopmentandsystemsintegration.AsaMicrosoftGoldPartner,theyspecialiseinDynamicsCRM.Whatseparatesthemfromwithinthemarketplaceisthattheyhaveawealthofexperienceinintegrationwithothersystemsandtakeaverymuchusercentricapproach,aligningbusinessneedsandprocesses,alongsideuserneedstocreatearobustscalablesolutionthatisfitforpurpose,usingindustrystandarddevelopmentmethodsandconcepts.
MicrosoftDynamicsCRM
Microsoft FleXRM TheyareayoungdynamiccompanyregisteredinMarch2013.Theirteamhasover40collectiveyears’experienceworkingwithDynamicsCRM.Thisexperiencerangesfromversion3backin2005rightthroughtothelatestversionofDynamics365.Theybelieveinconcentratingtheirresourcestoallowthemtoworkcloselywiththeirclients.Thisgivesthemtheopportunitytoofferacloseandpersonalwayofworkingthatsomelargersolutionprovidersareunabletosupply.Theystrivetoofferthebestcustomerservicepossibleassatisfactionandretentionoftheirclientsarekeytotheirbusiness.
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Notesonsystem Illustrativecharity/non-profitcustomersNFPDynamicsisdeliveredbyAdvanced’sspecialistCRMteam,andclaimstoprovideaseamlessintegrationbetweentheirNGproduct(seeelsewhereinthisguide)andMicrosoftDynamicsCRM.Theintentionistodeliverasolutionthatmeetsthepreciseneedsofthecustomer.Advancedareoneofthetop60Microsoftpartnersintheworldandareamemberofthe‘MicrosoftInnerCircle’.
Nonespecifiedonwebsite,butasanorganisationAdvancedhasasubstantialNFPcustomerbase.
RhythmisanotforprofitandmembershipacceleratorforMicrosoftDynamics365.Thisprovidespre-builtmodulesforDynamics365,whichcovermembermanagement,fundraising,donations,recurringpayments,communicationsandGiftAidautomation–andcomeswithaself-servicemember/donateportaltointegratewithyourwebsite.
ButterflyConservation,HorseWorld,TheDonkeySanctuary.
Dynamics365isaplatformdevelopedbyMicrosoft.Corehasdevelopedacceleratorsandmodulesaimedspecificallyatnotforprofitorganisations.
DIT,RoyalCollegeofOphthalmologists,AssociationofBritishInsurers,PureLeisureGroup,FreshTracks,PJValves.
TheframeworkthattheyhavedevelopedontheMicrosoftDynamicsplatformhasbeenspecificallytailoredtothenotforprofitsectorinconfigurablemodules.Theseinclude:• Base,includesidentity,singlesignonforintegrationwithwebsites
• Membership,includesMembershiprenewals• Eventsbooking• Education,includingCPD(Continuingprofessionaldevelopment)
• Ecommerce• Fundraising....andmore.Theyunderstandthateachorganisationisunique,andhavekeptthesemodulesasconfigurableandextendablebuildingblockstocreatetheidealsolution.Theyalsoofferbespokedevelopmenttosupportspecificbusinessneeds.
TheBritishAssociationofCounsellingandPsychotherapy,TheGeologicalSociety.
DynamicsCRMisaplatformdevelopedbyMicrosoft.FlexRMhavedevelopedmodulestoprovidefunctionalitytomanageMemberships,EventsandQualifications.
Manycustomerscoveringvarioussectorsincludingmembershiporganisations,globaleventcompanies,localgovernmentandmulti-nationalorganisations.NotforprofitcustomersincludetheAssociationofUniversityAdministrators.
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System Providedby Resoldby NotesoncompanyMicrosoftDynamics365
Microsoft IncrementalGroup IncrementalGroupisadigitaltechnologybusinessandaleadingMicrosoftGoldPartner.IthasalargeteamofconsultantsacrosstheUK.IncrementalareoneofthefewUKMicrosoftPartnersthatsupporttheentireDynamics365range.
Dynamics365andNFP365
Microsoft m-hance m-hanceisfocusedsolelyondeliveringlong-termsolutionstotheirclients,basedonMicrosoftDynamics365andassociatedMicrosofttechnologiessuchasO365,PowerBI,ADXStudioPortalsandSharePoint.m-hanceexperienceandcommitmenttothenotforprofitsectorhasenabledthemtodesignandbuildNFP365whichisapre-configureddatamodelthatextendsthecoreCRMcapabilitiestoincorporatenotforprofitspecificprocessesandbestpractice.Richfunctionalitysuchasfundraising,volunteermanagementandGDPRrequirementsavailable‘outthebox’,reduceimplementationtimeandcosts.Thisenablesthemtoconfigurespecificrequirementstoeachorganisationtheyengagewith,todelivermanysuccessfulprojects,suchasOxfamIreland,SolentMindandStVincentdePaul.
MicrosoftDynamicsCRM
Microsoft PerfectImage ANewcastlebasedfullserviceITprovider,deliveringtailoredsolutionsandservicestoarangeofsectors.ItspecialisesinMicrosoftDynamicsandSharePointandwasestablishedin1991.
MicrosoftDynamics365
Microsoft Preact Foundedin1993,PreactisaleadingCRMcompany,specialisinginMicrosoftDynamics365.TheyarebasedinBerkshire.
MicrosoftDynamicsCRM
Microsoft PythagorasCommunicationsLtd
PythagorasCommunicationshasbeenimplementingCRM,Accounts/ERPandBusinessIntelligencesoftwaresolutionstomorethan650organisationsworldwideformorethan10years.
MicrosoftDynamics365(withproprietarytemplates)
Microsoft Silverbear SilverbearLtdisasoftwaresolutionscompany,setupin2000andnowfocusedonthenotforprofitsector,specificallyProfessionalMembership,TradeAssociations,Unions,RegulatorsandtheArts&Heritage.
MicrosoftDynamicsCRM(soldas‘SmartImpact’)
Microsoft SmartImpact Foundedin1997,SmartImpactspecialisesincustomerandmembershipmanagementtoolsfortradeandprofessionalassociations,commercialmembershipandnotforprofitorganisations.
TheyacceleratethedigitaltransformationofnotforprofitorganisationsbyintegratingCRM,websites,portalsandtheircustomers’legacysystemstocreateasingleview–enablingthemtobetterengagewithandservicetheirsupporters,members,donorsandvolunteers.
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Notesonsystem Illustrativecharity/non-profitcustomersMicrosoft’sCRMoffering,Dynamics365CustomerEngagement,isthreemodulesofthesameCRMtoolwhichcanbeusedfordifferentpurposesacrossyourorganisation-managingengagement,marketingandbusinessdevelopment/fundraising.EachsolutionsitsontheCustomerEngagementplatformwithinbuiltintelligence,thesamedatabaseandmuchofthesamefunctionality.
Shelter,Crisis,Girlguiding,BarnetLondonBorough,HealthcareFinancialManagementAssociation,Mencap,RobertGordonUniversity,SmartWorks,Aberlour,TheOutwardBoundTrust,retailTRUST,Scouts,ForestryCommissionScotland,NHS.
DynamicsCRMisaplatformdevelopedbyMicrosoft.m-hancehasdevelopedadd-onsandtemplatesaimedspecificallyatnotforprofitorganisations,includingsupportforfundraisingactivities.
Over150implementationsforbusinessmanagementsolutionsinthenotforprofitsector.ClientsincludeAgeActionIreland,SocietyofStVincentdePaulIreland,CentralYMCA,OxfamIreland,SolentMind.
DynamicsCRMisaplatformdevelopedbyMicrosoft.Outofthebox,theproductfocusesmainlyonsales,marketing,andservice(helpdesk)sectors.
NorthEastChamberofCommerce,MentalHealthMatters,NCFE,DementiaCare,UKCommissionforEmploymentandSkills.
DynamicsCRMisaplatformdevelopedbyMicrosoft.Outofthebox,theproductfocusesmainlyonsales,marketing,andservice(helpdesk)sectors.
Mencap,Livability,AgeUKIslington,HearingDogsforDeafPeople,NationalEnergyFoundation,Sense,Children’sFoodTrust,Ben–Theautomotiveindustrycharity.
DynamicsCRMisaplatformpackagedevelopedbyMicrosoft.Outofthebox,theproductfocusesmainlyonsales,marketing,andservice(helpdesk)sectors.
RoffeyPark,ComicRelief,InstituteofEnvironmentalManagementandAssessment,CommunityIntegratedCare,Crisis,CityUniversityLondon,NationalOffenderManagementServiceDisabilityLawService.
SilverbearhasdevelopedanonlinemembershipsoftwaresolutionbuiltonDynamics365.MicrosoftcontinuestorecognisetheSilverbearMembershipsolutionasbeingtheonlyDynamics365-basedmembershipsolutiontomeetthestandardsrequiredtoachievetheDynamics(CFMD)accreditation.
InstituteofDirectors,TheInstituteofEngineersandTechnology,BritishVeterinaryAssociation,RoyalAcademyofDance,TheLawSociety,CountryLandandBusinessAssociation,ChemicalIndustryAssociation,London&Partners,EnergyIndustriesCouncil,RoyalCollegeofNursing,BritishMedicalAssociation,NAHT,RoyalBotanicalGardens(Kew),V&A,NaturalHistoryMuseumandBritishLibrary.
DynamicsCRMisaplatformdevelopedbyMicrosoft.
AttheheartoftheirwebsystemisKentico,theonlyfullyintegratedmembershipCMS,e-commerceandmarketingsolutiondesignedtogivefullyoptimisedandpersonalisedexperiencesformembers.
SmartMembershipaddsalayerofmodulestoprovideabroadrangeoffunctionalityaimedatmembershiporganisations.
TheBarCouncil,RoyalTownPlanningInstitute,TheInstituteofLearning&Management,InstituteofFundraising,AdvantageTravelPartnership,NHSProviders,CountrysideAlliance,HelplinesPartnership,EuropeanSocietyforRadiotherapyandOncologyandRacehorseOwnersAssociation.
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System Providedby Resoldby NotesoncompanyMicrosoftDynamics365CRM
Microsoft Trillium Trilliumdeliverdigitaltransformationformembershipandcharityorganisations.TheyareexpertsinsupportingtheCRMchallengesandambitionsuniquetothenotforprofitsector.
MicrosoftDynamicsCRM(withproprietarytemplates)(‘Tribe’)
Microsoft TSG TSGisawell-establishedproviderofmembershipsoftwaretosmallerorganisations.
MicrosoftDynamics365
Microsoft Wattle Wattleareacreativetechnologycompanythatformslong-termstrategicpartnershipswithmembershiporganisations,charitiesandothernotforprofitorganisations.
Theyhelpdrivemembershipanddonoracquisition,engagementandgrowththroughthedeploymentoftheirMembershipExperiencePlatform-MemEx.
TheirfullrangeofservicesenablethemtoassistorganisationswithfullyintegratedwebsiteCMSbuilds,CRMsolutiondeployments,portaldevelopments,complexbespokesoftwaredevelopmentsandsystemintegrationprojects.
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Notesonsystem Illustrativecharity/non-profitcustomersThey’vedevelopedDynamics365solutionsthatenableeasymanagementofallaspectsofthemembership&donorlifecycleandexperience.Thisincludes:insights&reporting;finance;donornurture&engagementscoring,fundraising;marketing&comms.
DeliveredDynamicssolutionsforover50charityandmembershipNFPclients(smallandlarge)including:TheLawSociety,RoyalCollegeofPhysicians,TheSoilAssociation,ActiononHearingLoss,AssociationofOptometrists.
Launchedinspring2014,TSGTribereplacesTSG’spopular‘EnterpriseMRM’softwarewhichisnolongeractivelymarketed.TribeisaMicrosoftCRMbasedproduct.ExistingEnterpriseMRMcustomerswillgraduallybeencouragedtoupgradetoTribe.
InstituteofPsychoanalysis,InstituteofTranslationandInterpreting.
Dynamics365formsthecoreofWattle’sMembershipExperiencePlatform–MemEx.
MemExdeliversend-to-endmembershipanddonormanagementformembershiporganisations,notforprofitsandcharitiesofalltypes.
MemExunifiestwoofthesectorsmostpopularcloudtechnologies,Umbraco'sCMSforwebsiteandmember/donorself-serviceportaldevelopmentandMicrosoft'sDynamics365CRMforendtoendmembership/donormanagement.
TimberResearch&DevelopmentAssociation,TheCharteredInstituteofArbitrators,TheCharteredInstituteofMarketing,InstituteofAssetManagement,BritishPropertyFederation,Jisc.
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CRMPlatforms-Salesforcesolutions
System Providedby Resoldby NotesoncompanySalesforce Salesforce BrightGen Foundedin2006.BrightGenisaPlatinumSalesforce
ConsultingPartnerandfocusessolelyonSalesforceasitscloudplatform.BrightGenisthemosthighlycertifiedpartnerintheUKwithextensiveexperiencewithnotforprofitcustomersandasolutioncreatedspecificallyforthesector,BrightGiving.Withover100employeesallin-houseandUKbased,morethan350Salesforcecertificationsand600successfullycompletedprojects,BrightGenisthePlatinumPartnertoguidecustomersthroughtheirdigitaltransformation.Ratingof9.76(outof10)forcustomersatisfactionontheSalesforceAppExchange.
Salesforce(allClouds)
Salesforce CloudforGood CloudforGoodisaSalesforce.orgGlobalPremiumPartnerthatworkswithnotforprofitorganisations,K-12schools,highereducationinstitutionsandthepublicsector,toimplementtransformationalSalesforcesolutions.ByblendingtheirextensiveSalesforceexpertisewiththeirnotforprofit,highereducationandpublicsectorexperience,CloudforGooddeliversinnovativestrategicservicesthathelphighperformingorganisationscreateapositivechangeintheircommunities.
Salesforce Salesforce CoronaGrey CoronaGreywassetupinFebruary2017.Thereisateamof8specialists,allwhohaveover10yearsSalesforceexperience,withrelevantSalesforceaccreditedcertifications.Theirparentcompany,CCR,hasbeenspecialisingindatadrivensolutionsfor20years.TheyfocustheiroperationsandeffortsinthenotforprofitSalesforcesectorwithdirectexperiencein:• ·LeadManagement• ·EventManagement• ·Fundraising• ·Volunteering• ·GrantMaking• ·Membership• ·Donationsandbanking.
Salesforce Salesforce EconomicChange EconomicChangeCICisanichemanagementconsultancyworkingwithsmalltolargecharityandnotforprofitorganisations.TheirexperiencedteamspecialiseinSalesforceImplementationstohelptheirclientsimprovemanagementprocessesandreportingforfundraising,stakeholders,impactandvolunteermanagement.Establishedasabrandin2015theyoperateasasocialenterprise,andaspartoftheirworktheyhelpyoungpeopleandmothersreturntoworkbyprovidingsalesforcetrainingandworkexperience.
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Notesonsystem Illustrativecharity/non-profitcustomersSalesforce.comclaimsthatSalesforceistheworld'snumberoneCRMsystemwithnearly90,000organisationsusingitglobally,witha$1.7billioncompanybehindit.Itisaweb-basedplatformwhichissupportedbyan“ecosystem”ofapps.SmallercharitiesareofteneligibleforanumberoffreeSalesforcelicences,obtainedviatheSalesforceFoundation.
Samaritans,RSPCA,TheChallenge,LandmarkTrust,Barnados,AlKhairFoundation,LloydsRegister,HeathrowAirport,CrownCommercialService,BritishStandardsInstitute,BDO,VueCinemas,ThamesWater,PlymouthUniversity,GuardianNewsmedia,RollsRoyce.
SalesforceNonprofitCloudgivesyoua360-degreeviewofyourmission.It'saplatformbuiltwithacommunityofover30,000trailblazers.It'stheonlyplatformthatbringsyouthepowerandflexibilityofSalesforce,theworld's#1CRM.NonprofitCloudcanpoweryourentiremission:trackandmeasureimpactinrealtime,raisemorewithAI-driveninsightsondonors,andtakeeveryconstituentontheirownpersonaljourney.
Make-A-WishIreland,PatronsoftheArtsintheVaticanMuseums,RegenerateUK,NLCares,ActivePhilanthropyGermany.
CoronaGreyofferssolutionsthatputtheuserandthecustomerfirst.Thisallowscombinedmulti-channelworkingandoutcomes,simpledeploymentandprovisioningofservices,detailedreportingandanalyticsthathavepreviouslytakenweeksorevenmonthstoassemble,nowavailableinreal-timebytheuser.CoronaGrey’spreferredapproachistodeliverasmuchvalueforaslowacostaspossible.TheydothisbyconfiguringstandardSalesforcefunctionalitytothecorebuildtominimisedevelopment.CoronaGreyoptsfora“ClicksoverCode”approachtoallconfigurationorcustomisationrequirements.Salesforce.comisahighlyrobusttoolofferingahighdegreeofflexibility.Wherecustomisationisrequireditwillbekepttoaminimumbycustomisingonlyessentialelementsthatcannotbeconfiguredinaconventionalway.
NCRI,RNIB,Prince’sTeachingInstitute,MarieCurie,NCS,DesignandArtistsCopyrightSociety(DACS),LondonYouth,Readathon,AMARInternationalFoundation,AwardsforYoungMusiciansandCityUniversity.
Salesforcecanbefullycustomisedandtailoredtohelpnotforprofitsmanageandtracktheirdeliveryofservices,intendedimpact,fundraisingandmarketingactivities.UsingSalesforceCommunitylicenses,beneficiaries,volunteersorpartnerscangainsecureaccesstothesystemtoupdateinformationorcollaborateusingSalesforce1andChatter,thenativeonlinecommunityfunctionalityaccessibleviaphone,tabletorcomputer.
ClientsincludePowertoChange,ShawTrust,ChanceUK,UpRising,Co-operativeCollege,HampshireCVS,GoodNeighboursNetwork.
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System Providedby Resoldby NotesoncompanySalesforce Salesforce Emprisia Multi-Certifiedteam,headedbypartnerswithextensive
notforprofitSalesforceimplementationexperience,workingonbothlargeandsmallprojects.Theydemonstrateearlyvaluewithstandardfunctionalitytogeneratethefastestreturnoninvestmentontheprovenplatformtheirclientshavepurchased.Theyempowertheirclientstoleavethemself-sufficientandincontrolbyfocussingonuseradoptionthroughouttheprojectlifecycle.Leading,managingandenablingbusinesschangeatalllevels.
Salesforce(withFontevaMembership)
Salesforce Fonteva Fontevaiswell-establishedintheUSAasaSalesforcepartnerforassociations,professionalsocieties,andcharities.ItisnowestablishedintheUK.
Salesforce Salesforce Giveclarity Ateamofexperienced,seniorcharityleadersandSalesforceexperts.TheyprovideSalesforceconsultancyservicestomediumtolargecharitiesandsocialenterprisesintheUKandinternationally.Focusingononesector(Notforprofit)andleadingwithonevertical(fundraising)distinguishesthemfromotherSalesforcepartners.
Salesforce Salesforce Hyphen8 Hyphen8providesacompleterangeofconsulting,applicationdevelopmentandsupportservicestoUKbasedSME'sandnotforprofitorganisationsofallshapesandsizes.TheirservicesarebasedondevelopingpowerfulandtailoredapplicationsonSalesforce.com.Theirsolutionsfornotforprofitorganisationsspanawiderangeofbusinessneeds-includinggrantmaking,fundraising,membership,incomemanagement,events,volunteermanagement,andmore.
Salesforce Salesforce MakePositive ASalesforce.orgPremiumconsultingpartnerandSalesforce.comPlatinumpartner.SincebecomingaSalesforcepartnerin2009,theyhavefocusedonbuildingpropositionsfortheentireITlifecycle.Theyhelptheircustomersbecomeself-sufficientwithSalesforcebyidentifyingandimplementingbestpracticesfor:• Technicalarchitecture• Projectgovernance• Datamanagement• Useradoption• Changecontrol
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Notesonsystem Illustrativecharity/non-profitcustomersSalesforceisdeemedasoneofthemostpowerfulandinnovativeCRMplatformsandnotforprofitorganisationsarebenefitingfromtheseinnovationsthroughSalesforce.org’s1-1-1model,whichoffersdeepdiscountsonlicences.Organisationshaveawealthofoptions–fromthefundamentalbuildingblockstheNon-ProfitSuccessPackoffers,totherich&intuitiveuserexperienceofSalesforceLightning,tobringingtobearthepowerofArtificialIntelligencethroughSalesforceEinstein–allinrespecttobetterunderstandingandservingtheirsupportersandbeneficiaries.Notforprofitorganisationscanimprovetheirfundraising,campaigning,volunteering,beneficiaryservicesandsupportprocessesthroughthecoreplatformandanecosystemof3rd-party‘apps’orplugins.
Gingerbread,IntoFilm,EducationSupportPartnership.
FontevahasbuiltMembershiponSalesforceforusebyassociationsandcharitiesrespectively.
BCACC(BritishColumbiaAssociationofClinicalCounsellors),BritishInstituteofRadiology,CreativeIndustriesFederation,MentalHealthAssociationinTulsa,NASBA,NationalHeadStartAssociation,NICSA,RoyalCollegeofGeneralPractitioners,RoyalCollegeofSpeechandLanguageTherapy,UKFinance,Watermark.
Salesforce.comclaimsthatSalesforceistheworld'snumberoneCRMsystemwithnearly90,000organisationsusingitglobally,witha$1.7billioncompanybehindit.Itisaweb-basedplatformwhichissupportedbyan“ecosystem”ofapps.SmallercharitiesareofteneligibleforanumberoffreeSalesforcelicences,obtainedviatheSalesforceFoundation.
AdoptionUK,ChristianBlindMission,CompassioninWorldFarming,EveryChild,FairtradeFoundation,GreenpeaceInternational,MeningitisTrust,UNICEFUK.
Salesforce.comisrecognisedastheworld’sleadingproviderofcloudbasedCRMplatformandapplications.Throughitsfoundationprogramme,itofferssubstantialdiscountstonotforprofitorganisations,anddeliversaproven,highlysecure,highperformanceplatformfordevelopingcustomised,integrated,highlyflexibleandscalablebusinessapplicationsinrelativelyshorttimescales.
UKCommunityFoundations,BartsCharity,EsmeeFairbairn,RobertsonTrust,LaureusSportforGoodFoundation,SocialEnterpriseUK,SmallCharitiesCoalition.
Salesforcecanaccelerateyourmissionandhelpyoutoworksmarterwithallofthetoolsyouneedtodrivesuccessinoneplace–campaignmanagement,real-timeanalytics,webportals,teamcollaboration,mobileaccess,andtheabilitytobuildcustomapplicationswithouthavingtocode.TheNon-profitSuccessPackstartswithaflexible,opendataarchitectureandaddspre-builtconstituentanddonormanagementcomponents.
Survival,Kickitout,TeachFirst,SaidBusinessSchool,C40Cities,Pact,InstituteforResearchinSchools,VirginUnite,WeareMacmillan.
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System Providedby Resoldby NotesoncompanySalesforce Salesforce Pracedo Pracedoisanaward-winningSalesforceandPardot
consultancybasedinLondon,servingtheUKandEurope.Pracedo’sSalesforceandPardotconsultantshavetheexperienceanddeepproductknowledgethatcomesfromyearsofdeliveringdiverseprojectswithcustomersrangingfromone-personcharitiestolargemultinationalNGOs.TheywerethefirstUKcompanytojointhePledge1%programmewheretheygiveback1%oftheirtime,theirprofitsandtheirproducttonotforprofits.
Salesforce Salesforce SilverSoftworks Foundedin2015.SilverSoftworksisaSilverSalesforceConsultingPartnerandanImpactPartner.Thereisanexperiencedteamof8consultants,multi-certifiedwithmorethan45Salesforceaccreditedcertifications.Theyhavesuccessfullycompletedover220projectswithacustomersatisfactionratingof9.22(outof10)ontheSalesforceAppExchange.
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Notesonsystem Illustrativecharity/non-profitcustomersSalesforce.comclaimsthatSalesforceistheworld'snumberoneCRMsystemwithnearly90,000organisationsusingitglobally,witha$1.7billioncompanybehindit.Itisaweb-basedplatformwhichissupportedbyan“ecosystem”ofapps.SmallercharitiesareofteneligibleforanumberoffreeSalesforcelicences,obtainedviatheSalesforceFoundation.
TeachFirst,AmericanExpress,ThamesValleyHousing,BetterCottonInitiative,HomelessLink,UniversityofWestminster.
SalesforceistheCRMsystemtoover32,000charitiesandeducationalorganisationsglobally.Thereareover2,000charitiesusingSalesforceintheUKalone.It’sarobustsystemthatcanprovidetherightsolutionnow-andgrowasanorganisation’srequirementschange.Thebenefitsareusinganultra-modern,cloud-basedplatformandthelargestCRMproviderthatoffersrelevantsolutionswiththehighestdataintegrityandsecurity.Notforprofitorganisationscanimprovetheirfundraising,campaigning,volunteering,beneficiaryservices,membership,andsupportprocessesthroughthecoreplatform(NPSP)andanecosystemof3rdpartyapplications.
Prince’sTeachingInstitute,MarieCurie,AwardsforYoungMusicians,TheBrilliantCub,Brightside,ArtsConnect,TheCartShed,SportBirmingham,ANewDirection.
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CRM-opensourcesolutions
System Providedby Resoldby NotesoncompanyDrupalandCiviCRM
DrupalandCiviCRM Compucorp Compucorpisamid-sizeddigitalagencybasedinShoreditch,LondonthatspecialisesinimplementingCRMintegratedwebsitesolutionsforitsclientsbasedontheDrupalandCiviCRMplatforms.Compucorpareamultidisciplinaryteamwhoarecapabletoworkonboththecreativedigitalelementsofprojects,alongsidetheprocessre-engineeringworkthataCRMprojectwouldrequire.
CiviCRM CiviCRM MillerTech MillerTech(MillerTechnologyLtd.)isacommercialorganisationwhichhassuppliedmembershipandcontactmanagement(CRM)systemstothenotforprofitsectorforapproximately30yearsandwhichnowcontributestotheCiviCRMopensourcecommunityandactsasimplementationconsultants.
CiviCRM CiviCRM VedaConsulting VedaconsultingprovidesconsultancyanddevelopmentservicesfornotforprofitbusinessesaroundCiviCRM.Theyprovideservicesinallstagesofprojectlifecyclefrombusinessanalysisthroughtoimplementationandsupport.Theyaresolelydedicatedtothenotforprofitsectorandhaveastrongunderstandingofthebusinessneedsinthisarena.TheyregularlycontributetotheCiviCRMcommunitybydevelopingandreleasingextensionssuchaspaperlessdirectdebits,charities’onlineGiftAidsubmissionandOutlookplugintorecordemailstoCiviCRM.
SugarCRM SugarCRMInc. Many SugarCRMisaproviderofopensourcecustomer
relationshipmanagement(CRM)software.Theywerefoundedin2004,andhaveover150employees,morethan7,000customersandhalfamillionusers.
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Notesonsystem Illustrativecharity/non-profitcustomersDrupalisawidelyusedopensourceCMS(contentmanagementsystem)developedandmaintainedbythousandsoforganisationsworldwide.CiviCRMiscreatedbyanopensourcecommunitycoordinatedbyCiviCRMLLC.CiviCRMisaweb-based,opensourcesoftwareconstituentrelationshipmanagementandfundraisingsolution.CiviCRMisweb-based,internationalised,anddesignedspecificallytomeettheneedsofadvocacy,notforprofitandnon-governmentalgroups.
AssociationofTeachersandLecturers,WikimediaUK,ThePhotographers'Gallery,DisabilityRightsUK,PSHEAssociation,TheArtsSociety,TheAssociationforScienceEducation,TheTavistockCentreForCouplesRelationships.
CiviCRMisawidelyusedweb-based,opensourceCRMandfundraisingsolution.CiviCRMisdesignedspecificallytomeettheneedsofnotforprofitorganisationsandhasaverybroadrangeoffunctionalityasanofftheshelfproduct.CiviCRMcanalsobeeasilyandextensivelycustomisedtomeetuniquebusinessprocesses.
CoramBAAF,BritishHumanistAssociation,PersonalSupportUnit,CharteredInstituteofLinguists,InstituteofAcoustics,NutritionSociety,EMDUK,WorshipfulCompanyofHaberdashers,WorshipfulCompanyofManagementConsultants,InstituteofFundraisingTechnology,AdvancetheUnion,MiddleTemple.
CiviCRMisanopensourcesoftwarecontactrelationshipmanagementandfundraisingsolution.CiviCRMisweb-basedandisspecificallybuiltforthenotforprofitsectorandcomeswithavastnumberoffunctionsthatcanbeleveragedtohelpwithdonorengagement.Unlikeclosedsourcesystemsyoudonothavetopayanyfeestoturnonadditionalfunctionalityandthereisnolicencefee.CiviCRMiscreatedbyanopensourcecommunitycoordinatedbyCiviCRMLLC.
Bloodwise(formallyLeukaemia&LymphomaResearch),RoyalTelevisionSociety,TimetoChange.
Opensource,SugarCRMoffersfourdifferentsubscriptionstomeettheneedsofsmallandmedium-sizedcompanies,largeenterprisesandgovernmentorganisations.OfferedintheCloudoron-site.
VisitEngland,Cells4Life,Affinity4,athenahealth,Axxes,BordIascaighMhara(BIM),CenteronAsiaandGlobalisation(CAG),Hillel:TheFoundationforJewishCampusLife,CAP’TRONIC.
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AboutAdaptaConsulting
At Adapta Consulting,we are independent,we are not resellers anddo not receive commission or
incomefromsuppliers.Wehelpyoumeetthechallengesofchange:processes,peopleandtechnology.
Wework exclusively with charities and not for profit organisations, where our consultants bring a
combination of deep systems knowledge and wide experience, gained over many years working at
senior levels in the sector.We are completely independent and, in all our work, we set the highest
professionalstandardstoensureweprovideanobjectiveservice,adaptedtoyourneeds.
Ourservices
Advice&Support ProcessImprovementBusinessCaseDevelopment ProgrammeandProjectManagementCRM ProjectReviewsData&SystemsSecurity/GDPR SoftwareSpecialismsInformationSystemsStrategy SupplierManagementOutsourcing VirtualCIO/ITDirector
CRMinabox
‘CRMinabox’ is theAdaptaproductthatopensuptogiveyoutheverybestexpertguidance, insight
and practical CRM know-how. Inside the box is a collection of project templates and other practical
resources, togetherwith vouchers for support fromAdapta’s experts innot-for-profitCRM.All for an
affordablefixedpricetomakesureyourinvestmentinCRMisasuccess.
CRMinaBox,includes:
• Full-dayCRMworkshoptailoredtoyourorganisation.
• CRMToolkit–templates,analysisandexampledocumentstosupportyourCRMproject.
• Navigatingnot forprofitCRM–ourveryownexpertguidetosuccessfulCRMinthenot forprofit
sector.
• 20hoursofindependentconsultancytohelpyouthroughyourproject.
AdaptaConsultingguidesandpublications
AdaptaConsulting’s‘AdaptiveApproaches’guides:
http://www.adaptaconsulting.co.uk/adapta-guides
AdaptaConsulting’sonline‘KnowledgeResources’:
http://www.adaptaconsulting.co.uk/adapta-knowledge
Contactus
Tel:02072504788.Email:[email protected]:www.adaptaconsulting.co.uk
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