Interview with General Manager Laura Hannon
Last year October, ShoNet delivered a Salesforce CRM solution for the BDA Benevolent Fund. Their new online system has proven vital, as the world adapts to the changes Covid-19 has brought in.
Project Manager Ayesha Akaloo interviewed the General Manager of the fund, Laura Hannon, to gain more insight into how ShoNet helped to streamline their existing processes, improve communication with applicants and Trustees, and transform the way they managed their data.
“I wanted a system that meant that the applicant could do it in a simple process, a system that integrated with the forms, so I didn’t have to duplicate that, and also enable the trustees and myself to record the information and the decision making, so there was a full audit trail. Salesforce had the ability to do that, so that's why we chose that system”
Click on the audio buttons below to hear about Laura’s Salesforce journey with ShoNet
Please tell us about your Organisation
What were the main reasons for seeking a Salesforce solution?
What were the key challenges when transitioning from the previous setup to the current one?
How has the new solution improved business processes?
Has there been a noticeable improvement in the way you communicate with colleagues and/or applicants?
What are the three main benefits of having implemented Salesforce?
What has the feedback been from the Trustees?
BDA BF Application online forms are now much more intuitive and data is processed instantly and securely
“I'm really pleased with Salesforce. It completely matches the brief that we put out when we were looking for a new system. It is very easy to use and access via tablet or phone, whenever or wherever you are in the world. I like the live dashboards, I can easily see where we are performance wise at any point”
Ros Keeton - Chairman
Whether you work in a large charity organisation, or you are setting up a local community group, getting started with Salesforce can feel overwhelming.
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Click the link below to find out more:
https://powerofus.force.com/s/article/NPSP-BP-Salesforce-Fundamentals
As the name suggests, Dreamforce is coming to London on Wednesday 4th December as #DF2U. Salesforce.org is partnering with local organisations to give back to the London area so stay tuned for more information on how you can get involved!
Attending will give you a second chance to learn about the latest announcements from Dreamforce, first-hand on a local scale! If you don’t want to miss out, register here.
As a NCVO Trusted Supplier, we were delighted to attend the NCVO Members Assembly in London. We were able to gain vital insights from the sector, which furthered our understanding of the challenges faced by non-profit organisations in England.
NCVO is the umbrella body for the voluntary and community sector in England. NCVO Membership is free for charities earning less than £30,000 a year, so we recommend you take full advantage of the resources NCVO have to offer! This includes: discounts, sample documents, expert guidance, volunteer management, exclusive research, networking and funding opportunities.
We are pleased to announce the opening of our new office in the global information technology hub, India. The launch of ShoNet India means the strengthening of our delivery arm. This indeed is an exciting time for ShoNet as we grow and expand our offerings as an organisation. We are very much still committed to remaining true to who we are and what we do which is based on the notion of serving you our customers effectively and efficiently. We are confident and certain that this will be achieved as ShoNet UK work collaboratively with our colleagues at ShoNet India.
Our ShoNet customers will now have access to even more robust and efficient delivery, allowing you to grow and reach your objectives as an organisation.
I’m working with several clients where people are being asked to initiate projects, but seem unable to understand the difference between Objectives, Measurements and Deliverables. This really hinders their ability to come up with do-able projects, with clearly identifiable benefits. I’ve written a quick guide to Objectives Measures and Deliverables, and there’s a more detailed overview of Project Initiation here. If you prefer, you can read the guide by clicking on the “Read the rest of this entry” hyperlink below.
We are excited to announce that we are G Cloud 11 approved, this means we are able to continue delivering an excellent service to Public sector organisations. In particular, we are approved to implement and customise Salesforce for any Public sector organisation.
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We are living in a world driven by Data - data is to a business what water is to a human, it is essential! However it is not just about having enough water, you need to have QUALITY water. This is the same way that it does not matter how much data you have, what is important is the QUALITY of data to; know your customers, to lay out your strategies, to enhance your relationship and to get more sales/ funding. A key proponent to this is the forms used to capture your data.