Success Stories

Thirty Percy

For Thirty Percy, we transformed their grant-making process by upgrading their existing Salesforce implementation. Our re-designed Salesforce database enabled them to efficiently manage applications and distributions to grantees. Additionally, we provided reports for real-time insights into key metrics, ensuring that Thirty Percy is able to confidently monitor operations and make informed decisions.

England and Wales

9 Employees

43 organisations helped

Pathway Fund

We worked with Pathway Fund to implement a tailored Salesforce grant-making system that seamlessly aligns with their unique requirements. By working closely with intermediaries, we ensured the efficient collection and management of end-user grantee data. Our solution enables Pathway Fund to meticulously monitor finances and budgets while providing a streamlined process for reviewing applications based on pre-specified criteria. The result is a robust system that empowers them to manage their grant-making activities with precision and ease.

National

£1 million program aids

CEN

We collaborated with Community Empowerment Network (CEN) to implement a tailored Salesforce-based system that addresses their specific challenges in data tracking and case management. By automating manual processes such as case logging, tracking client interactions, and managing service referrals, we enabled CEN to streamline their workflows. Our solution included an online enquiry form, automated case allocation, and seamless communication between the Triage Team and Education Advocates. With Salesforce, CEN can now efficiently track case progress, manage support requests, and ensure timely client follow-up. This system empowers CEN to deliver effective services, ensuring impactful outcomes for all involved.

National

Save the Rhino

We collaborated with Save the Rhino to implement a tailored Salesforce Sales Cloud solution that addresses their specific challenges. By centralising their donor and fundraising data, we enabled Save the Rhino to track donor engagement, predict behavior, and improve their marketing strategies. Our solution automated the manual membership calculation process, created a unified platform for managing data, and provided detailed revenue insights. This system also streamlined their e-commerce operations, allowing them to better manage merchandise sales and fundraising efforts. As reported by the customer, their operational efficiency has significantly increased. This robust system empowers Save the Rhino to manage their fundraising and donor engagement initiatives with greater precision and effectiveness.

International

1240 Employees

The War Widows Association

We collaborated with the War Widow Association (WWA) to implement a tailored Salesforce solution that aligns with their unique requirements. WWA supports the wives of soldiers who lost their lives in the UK war and organises key events such as Memorial Day and Remembrance Day. Previously, event attendee data was managed manually, causing inefficiencies. Understanding the user’s preference for Excel, we designed a solution that integrates seamlessly with Salesforce while maintaining an Excel-based workflow. This approach saves users significant time and effort, with an efficiency rate now at 99%. At ShoNet, we prioritize listening to our clients and crafting solutions that work best for their needs, demonstrating that technology should adapt to users not the other way around. This ensure ease use of system.

National

65,000 members

The Academy of Medical Sciences

We collaborated with the Academy of Medical Sciences to implement a unified Salesforce-based portal system addressing the challenges faced by their diverse stakeholders. Previously, individuals with multiple associations needed separate credentials for accessing various Academy portals, leading to a fragmented and cumbersome user experience.

Using Salesforce Experience Cloud, we developed a scalable landing portal for users to self-register, define their relationship with AMS, and access relevant portals seamlessly. The system ensures automated access transitions, duplicate identification, and compliance with AMS’s data retention policies. AMS now benefits from a streamlined user experience and efficient portal management, empowering them to elevate engagement and maintain operational excellence.

National

40-60 employees

Centre for Action on Rape and Abuse

We collaborated with CARA to implement a Salesforce-based Outbound Fund Management (OFM) system, addressing their long-standing challenges with spreadsheet dependency. For over a decade, CARA relied on Excel for financial calculations, manual reconciliations, and reporting, leading to inefficiencies, errors, and limited data analysis capabilities.

Our solution introduced Salesforce as a centralised data hub, automating workflows, enhancing financial calculations, and integrating key processes. The OFM module streamlined fund management with advanced calculations, automated reconciliation, comprehensive reporting, and accurate forecasting.

As reported by CARA, the new system has resulted in error-free calculations, clear and insightful reporting, and seamless financial forecasting. The organisation experienced a 90% reduction in onboarding time, 100% elimination of manual reconciliation, and a 40% decrease in overall administrative workload, significantly improving efficiency and strategic decision-making.

National

Around 1000 employees, fellows and dependents