closer to your
organisational data
WHAT WE DO
We provide low-cost, user-friendly Customer Relationship Management (CRM) solutions that empower organizations to become more transparent, accountable, and effective.
We’re also very aware that limited capacity and high outputs will almost always result in staff being left exhausted on the side of the path. Salesforce eases the strain on reporting by offering slick solutions like digital evaluation forms, automated reports and live dashboards for capturing and presenting your data in a clear and concise way. Salesforce doesn’t only benefit your Monitoring and Evaluation (M&E) teams, it also has the ability to streamline a host of other portfolios and track your beneficiaries and funders.
With so much competition for limited funding among NPO’s, it’s so important to be strategic in how you position your organisation in light of potential and current funders.
The best part? CRM’s like Salesforce’s Non-Profit Success Pack are free for registered non-profits!
Reasons to move your organization to a cloud-based CRM
Efficient Reporting
Effective reporting is an important aspect of every non-profit organization. Whether you’re reporting daily, quarterly or annually your stakeholders and funders require accurate and up-to-date data. Our CRM solutions will assist you in setting up real-time reports and live dashboards at the click of a button.
Operational Efficiency
Using an effective CRM, employees can easily check all previous records, make connections based on customer preferences, and deliver better results. CRM’s like Salesforce allow automation across sales, service, and marketing that helps in enhancing the productivity of employees.
Effective Management
Starting from managing the fundraising activities to the management of grants, beneficiaries and workforce, CRM’s make everything easier for them. With great management features, including the automation of tasks, categorization of assets, and tracking of activities, CRM’s like Salesforce are proven to be helpful for NGO’s.
Customization Options
While most non-profit organisations involve similar activities, they may differ from each other in terms of mission and unique features. CRM’s like Salesforce provide optimum flexibility to accommodate all the varying needs of the different NGOs. With the option to customize, you can easily adapt the standard functionalities of Salesforce to your needs.
SERVICES
Training
- Onboarding staff
- Report building, dashboards, and editing records
Data Integration
- Uploading and configuring your current database to Salesforce
- Web-to-lead
- Integration of various other platforms like Mailchimp, Payment Gateways, Quickbooks
Outsource your Systems Admin
- We can provide you with Salesforce Administrators to maintain your database, manage users and licenses as well as create reports and dashboards
OUR CLIENTS & PARTNERS
ACTIVATE!
ACTIVATE! CHANGE DRIVERS, since its inception in 2012, has created a network of almost 5000 young people who have emerged as a new social, political and economic force driving positive change in their own lives and in their communities.
FIVETRAILS
Fivetrails is dedicated to growing capacity in young people to run their own Ecotourism and Environmental Entrepreneurship initiatives through a robust online & blended learning platform.
ACTIVATE ACADEMY
The ACTIVATE! Academy offers a highly accessible digital environment, filled with resources, opportunities and ideas on how to grow your capacity in various fields, find your joy and spark creativity.
Spotkolours Design
Design is often an overlooked process. Spotkolours offers plans to achieve design success as well as the steady hands to create it. They consider clients’ needs and fuse them with the needs of the audience.
ACTIVATE!
ACTIVATE! CHANGE DRIVERS, since its inception in 2012, has created a network of almost 5000 young people who have emerged as a new social, political and economic force driving positive change in their own lives and in their communities.
Spotkolours Design
Design is often an overlooked process. Spotkolours offers plans to achieve design success as well as the steady hands to create it. They consider clients’ needs and fuse them with the needs of the audience.
FIVETRAILS
Fivetrails is dedicated to growing capacity in young people to run their own Ecotourism and Environmental Entrepreneurship initiatives through a robust online & blended learning platform.
ACTIVATE ACADEMY
The ACTIVATE! Academy offers a highly accessible digital environment, filled with resources, opportunities and ideas on how to grow your capacity in various fields, find your joy and spark creativity.
WHO WE ARE
The Slicktrail team have been blazing trails in the Non-Profit sector for almost 10 years.
In this period, we’ve come to realize that the Salesforce Non-Profit Success Pack (NPSP) is an inexpensive and intuitive solution that can really empower organizations.
Our consultants have helped organisations custom-build their Salesforce orgs from the ground up, helping them move efficiently from paper based processes to online cloud-based systems. Our team specializes in funder and donor management, web-to-lead digital forms, HR employee management tools and Learning Management Systems (LMS) to Salesforce integration to track student progress.