Digital Support

Streamline your stakeholder engagement and manage relationships effectively with our CRM advice and planning service. Our experienced business advisers will work closely with you to understand your specific CRM needs, objectives, target audience, and existing data management processes. We’ll assist you in developing a requirements criteria and project scope, exploring various CRM options that best suit your social enterprise’s needs and budget.

As an impartial third-party, we’ll help you identify and evaluate different CRM software providers and platforms, considering factors such as functionality, scalability, integration capabilities, and cost. We can guide you through the configuration process, support you in developing an implementation roadmap, and provide training to ensure your team has the necessary skills to effectively use and leverage the CRM system. With a robust CRM in place, you can better engage with customers, donors, and stakeholders, nurturing relationships and driving your mission forward.

Our expert advisers will conduct a thorough appraisal of your current software, assessing its effectiveness, scalability, and alignment with your organisational goals. We’ll provide recommendations on potential upgrades, integrations, or new software investments that can streamline your processes, improve productivity, and enhance your impact. From project management and collaboration tools to financial management and reporting software, we’ll help you navigate the complex landscape of software options and make informed decisions that drive your social enterprise forward.

Our team will also provide guidance on software implementation, training, and best practices to ensure a smooth transition and maximum ROI. We can work with you to assess your current digital maturity, identify areas for improvement, and develop a comprehensive digital transformation roadmap aligned with your mission and goals.

We’ll help you scope out key initiatives, such as process automation, data management, cloud migration, and digital service delivery, prioritising projects based on their potential impact and feasibility. Our team will also assist you in identifying the necessary resources, skills, and partnerships required to execute your digital transformation strategy effectively. With a clear plan in place, you can confidently navigate the digital landscape and leverage technology to drive innovation, efficiency, and impact.

We can help you identify the right software solutions to optimise your operations and support your digital transformation journey.