Your CRM should be the beating heart of your supporter interaction, set-up to reduce workload and to increase insight.
Our approach for assessing CRM’s begins with benchmarking how well it performs compared to industry best practice, but importantly includes understanding your business processes, how well the data is being used in your organisation and your users’ needs.
Types of projects we work on include…
System Audit and Business Process Reviews: Either looking from the angle of your data in a system audit or from the perspective of your business processes, we assess how healthy your CRM system is. You'll receive a specific action plan for improving your database.
Data Strategy Development: Using industry best practice, we assess - agnostic to the CRM used - the flow or data around the organisation. We use this to help you develop a data strategy, and the governance required to make best use of data.
CRM Selection: Whether as part of a move to cloud services or to improve system performance, we use our Assemble process to help review and select from the many options available. We work with several key emphases including organisation fit and user fit.
User Requirements: We will meet with your stakeholders to understand what is working well and what isn’t. You will receive a requirements document which can be used for your procurement process.
Procurement Support: We can provide as little or as much support as you need through the procurement process, including producing tender documentation, options analysis, liaising with suppliers and evaluation.
After your successful procurement, we can help you through the implementation. For more information, have a look at our Cradle service.
“Productle have been a fantastic support for us. We have worked with a number of the Productle team, and they have always felt like an extension of our team, bringing commitment, a diligent approach and been very friendly! They have helped us with our CRM procurement project, supported us through the implementation of Salesforce, and conducted a review to ensure our team is set up for success. We have valued their knowledge, experience and willingness to challenge us. Stakeholders across ARUK always have the same feedback when they engage with Productle – a real sense they have a deep knowledge and understanding of the charity sector, a passion for what they do, and they trust their judgement.”
