Social action charity
Social action charity: smoother management of volunteers and donations
Less admin, more accompaniment
An example of supporting a social action organisation to tidy up volunteer and donation management with simple tools.
Context
The team managed volunteers, donations and case follow-up in scattered spreadsheets, with duplicates and no joined-up view of the work.
Step by step
Process analysis
We review how information comes in, who handles it and what data they really need for their mission.
Choosing the tool
We proposed a CRM suited to the organisation's size and budget, with no unnecessary features.
Data migration
We unified and cleaned up existing records before importing them, removing duplicates.
Team training
Hands-on sessions with volunteers and staff so everyone uses the tool confidently.
Ongoing support
Follow-up support to answer questions and fine-tune the set-up based on real day-to-day use.
What we coordinate
- CRM selection and rollout
- Data migration and clean-up
- Data protection and access permissions
- Volunteer and staff training
- Follow-up technical support
Result
- Centralised information, accessible to the whole team
- Better follow-up of the people supported
- Less time spent on administrative tasks
- Traceability of donations and volunteering
Example content based on typical projects, with no identifying data from specific organisations.
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