CRM Services
CRM's (Customer Relationship Management Systems) come in all shapes and sizes - particularly in the charity space.
Wherever you are in your CRM Journey T{h}onix can help you along the way. We are highly skilled in both selecting and implementing CRM's within small to medium charities. Whether you are after a solution for managing your fundraising or have highly complex case management processes we've got you covered!
How we can help you
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Requirements gathering
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Analysis and system scanning
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Solution recommendations
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Partner selection
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Implementation
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Process and implementation reviews
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Ongoing support
Beacon Certified
T{h}onix is a certified Beacon CRM partner. If you need help deciding if Beacon is the right product for you or assistance in implementing Beacon to suit your charity's specific needs, then either get in touch with us directly or contact Beacon and see if we might be a good fit!
Salesforce Consultancy
We build and maintain Salesforce NPSP for two awesome Domestic Abuse charities (FLAG DV and AAFDA ). If you need help deciding if Salesforce is right for you, have a question on your current implementation or would like explore working with me further on your Salesforce implementation then get in touch.
Don't just take our word for it!
"As well as being an expert in Beacon development, Nicola is also empathetic and patient with a natural understanding of both the needs and constraints of a charity. Throughout the process of designing, testing, and implementing our new CRM Beacon she has been an absolute rock for us all and we have felt able to lean into her expertise and knowledge in more ways that were strictly within her remit.Her deep understanding of the workings of a charity means she not only designed the system but also suggested resourceful ways for it to be optimised to meet our complex requirements, particularly in case management and reporting.
She also took lots of time, going above and beyond to ensure we were both competent and confident in using and maintaining our new CRM. Ensuring it not only be a good future investment (essential for charities who have limited resources) but that all that we needed the system to do was effortless and seamless."
“Nicola was a pleasure to work with. During a series of online meetings and workshops she took time to get to know our charity and fully understand the issues we were facing with our previous systems. Nicola has very effective methods for gathering requirements, even when we were unsure exactly what we wanted (or what was possible). Nicola is an excellent listener and at no point did we feel rushed during this process.Within an agreed timescale, Nicola used her expert knowledge of Beacon to come up with practical suggestions and solutions which best met our wide-ranging needs. If your company decides to use Beacon, we would highly recommend Nicola's support.”
"Nicola has been instrumental in supporting our charity to upgrade our IT systems. She has provided just the right amount of guidance to ensure we made economical and safe decisions about our needs. She took time to understand the field that we work in and the requirements we had to ensure our client data was secure. We would have no hesitation in recommending Nicola."
"Nicola’s commitment to our transformation during the crisis has been nothing short of amazing. She rapidly gained an understanding of our meals on wheels operation and helped drive the digital efficiency needed to successfully support many vulnerable elderly people in our community. Nicola presented various options along with a recommendation and within days configured the free version of a world-class marketing software product that became our new front end interface that’s so easy to use!"