Salesforce for Unions
Making your technology work for you
Salesforce is the world’s no 1 rated CRM platform.
Zentso help to bring all of the functionality available to large corporates to the hands of Unions to improve member engagement, campaigning, events and training, and case management.
We have helped many unions to get significant value from Salesforce, and are ready to help your union transform.
Key features
Streamline member management
- All member data stored in a centralised location.
- Utilise Service Cloud to provide your team with relevant data and tools to handle member concerns, enquiries and queries.
- Give the power back to your members and provide them with the ability to update their contact details and manage their membership.
- Custom reports and dashboard to have clear overviews of your members and drive decision-making.
Stay connected with your members
- Increase your efficiency using Salesforce’s Marketing Automation tools to send emails, newsletters, and personalised communications.
- Empower your team with the ability to organise events, training, conferences, and voting.
- Use AI and automation to save time, reduce admin, and forecast potential challenges.
Zentso solutions
We’ve used our experience to build our own solutions to add additional functionality to Salesforce.
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.
Cloudtoolz
Connect, innovate and automate. Fast and easy.
Reduce the number of different add-ons, with our clicks-not-code solution.
Some of our 40+ union clients
