CRM health checks and improvement plans

Is your CRM well-structured, maintained and integrated with the tools you need? As experienced managers of fundraising CRM systems, we know how to optimise your CRM ecosystem and make it work for you. We can assess your set-up, data quality, process efficiency and information management and provide a plan for improvement. Unlike most consultancies, we work with you to remedy any issues we identify, leaving you with a clean, tidy and functional system.

CRM migration and implementation

When the time is right for a change, we can help you plan, manage and implement a seamless transition. With our project management and subject matter expertise, we'll guide you through procurement, configuration and business change to ensure a successful migration and launch.

We work with clients in Beacon CRM, Raiser's Edge NXT, Blackbaud CRM, ThankQ and Spektrix and regularly review all systems, including Salesforce, Dynamics and Donorfy. If you need additional product and market knowledge, we can help you navigate the market, ensuring you make the right choice for your next move.

EFC is a Beacon CRM certified partner and has undertaken and assisted with a number of Beacon implementations, including for Frankfurt School of Finance and Management, Manchester Camerata, Latch - the Welsh Children's Cancer Charity and Manchester NHS Foundation Trust Charity.

EFC is also a member of the UK Salesforce Consultant's Network.