Salesforce Consultants
Making Salesforce work for you
We’re experienced Salesforce Consultants for membership organisations, associations and non-profits.
Salesforce Consultants for Membership Organisations
Whether you’re just getting started with implementing Salesforce or looking to make improvements, we have solutions for you.
Are you a union? Check out our Salesforce for Unions service.
Salesforce Implementation
If you have decided that Salesforce CRM is right for you, we’re here to help you implement your new solution.
We will work with you to understand how you’re currently using your system, what you’d like to achieve, and build your Salesforce system so it’s right for you.
Integration with 3rd Party Solutions
Your Salesforce CRM should house all your data so you have a deeper understanding of your members.
Using our tools built with membership organisations in mind, we will sync your 3rd party solutions back to your Salesforce CRM.
Optimising your Salesforce Solution
We’re not the sort to implement and run.
Benefit from ongoing support, training services and prepaid support to ensure your organisation keeps improving its performance.
Why choose us as your Salesforce Consultants?
We have been Salesforce partners since 2013 and have a strong team of experienced consultants.
Certified Salesforce consultants
Our team have over 30 Salesforce qualifications between them and are constantly adding to these to keep their knowledge up to date.
Industry experience
We have over a decade of experience as Salesforce Consultants for membership organisations, associations, and non-profits.
Many of our team have worked in membership organisations – they understand your challenges.
Local support
We have consultants based in London, Europe and Australia. We have global reach but local support.
Let’s talk about how we can make Salesforce work for your membership organisation.
Salesforce for Membership Organisations
Salesforce offers unmatched flexibility
- Reduce time spent on admin
- Ensure your data is secure
- Automate renewals and onboarding
- Get accurate reporting and engagement insights
- Integrate your 3rd party tools
Salesforce solutions
We’ve used our experience to build our own solutions to add additional functionality to Salesforce, built specifically with membership organisations in mind.
Zherpa
Manage your core revenue through membership fees with Zherpa.
The solution is low risk, low cost (license-based), includes automated Direct Debit processes, and paperless joins.
ZenMail
Email-CRM integration how you want it
Analyses your mailing engagements and stats in your CRM, alongside other member engagement data like event attendance, renewals and education.
ZenDebit
The most efficient and popular way to manage your Direct Debits
Automated claims and payment processes – forget about uploading and downloading files!
Some of our Salesforce clients
