Client stories

Redesigned and rebuilt a Salesforce Nonprofit Success Pack implementation for a UK charity, resolving data quality issues, streamlining donation tracking and enabling accurate reporting for trustees and funders.

Developed a trust and foundation fundraising strategy for a social enterprise, including prospect research, pipeline prioritisation and the creation of a tailored case for support.

Configured Salesforce for a corporate CSR team to manage charity partnerships, employee engagement programmes and impact reporting – replacing fragmented spreadsheets with a single source of truth.

Provided grant writing support for a community interest company, securing funding from a major trust to expand programme delivery into new regions.

Led discovery workshops for a public-sector programme team, mapping requirements for a Salesforce-based grants management system aligned with government reporting obligations.

Developed a new website and integrated enquiry forms directly with Salesforce, ensuring that every lead is captured and tracked from first contact through to programme engagement.

Implemented a volunteering and skills-based CSR pipeline for a corporate partner, enabling better matching of employee skills with charity needs and clearer reporting on impact.

Created an automated stewardship journey in Salesforce for individual donors, including thank-you emails, impact updates and prompts for staff to follow up on high-value supporters.

Supported an international NGO to design a Salesforce data model capturing activities, outcomes and learning across multiple countries and programme streams.

Conducted a review of fundraising operations for a national charity, identifying gaps in pipeline management, reporting and integration between digital channels and CRM.

Implemented a lightweight Salesforce setup for a small charity moving from spreadsheets, focusing on contact management, basic donation tracking and simple reporting that staff could maintain.

Managed a complex data migration from a legacy CRM into Salesforce for a mid-sized charity, including data cleansing, deduplication and validation to ensure a clean launch.