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Get your non-profit’s CRM issues resolved quickly with Equantiis. We’ll diagnose the problems, procure the right CRM, build streamlined processes and implement it.
Tailored strategy creation including process design, roadmap development, and employee interviews to gather comprehensive requirements.
Expert assistance in navigating and procuring the right solutions, and services that meet your requirements through guided procurement strategies.
Collaborative implementation with chosen partners, focusing
on integrating and refining processes for optimal efficiency and performance.
After mapping out your problems, most consultants recommend a range of CRMs and leave you to it.
You’re then left to go through different sales processes, with each salesperson’s intent being to make sure you buy every feature (even if they’re not right for you). This makes implementation very costly, and training the team to use the CRM incurs additional costs.
A successful CRM project starts by understanding people and processes, not just technology. We immerse ourselves in your business to build effective CRM processes and solutions that work for you. Building out user and customer personas and mapping out their journeys ensures this.
We engage stakeholders at all levels (not just leadership) and very importantly, your customers to ensure that the CRM processes and solutions are tailored to your unique needs.
Our team is staffed with consultants that have worked in the NFP sector and have real-world experience. We’ll make sure that any CRM and feature we recommend fits your exact requirements and in your budget.
Book a no-obligation chat with our sector experts.
Our face-to-face consultation involves working closely with your team (in real life) to get a deep understanding of your day-to-day processes so we can find your unique business challenges and provide tailored solutions through personalised coaching and support.
We provide ongoing coaching and in-person consulting to ensure your team is fully trained and can effectively utilise the technology solutions implemented.
We will identify a suitable CRM that fits your budget and requirements, implement it, and train your team to use it efficiently.
Our experts will guide you through the selection process, ensuring you choose a CRM that is both effective and within your budget.
We analyse the issues with your current project, provide corrective measures, and ensure successful implementation and adoption of the new CRM.
Equantiis is a consultancy specializing in customer relationship management (CRM) solutions for not-for-profits. We assist with diagnosing existing CRM issues, procuring the right system, and implementing streamlined processes to help organizations operate efficiently and achieve their goals.
We work with various types of not-for-profit organizations, including membership organizations, charities, higher education institutions, and housing associations. We provide tailored CRM solutions to meet the specific needs of these sectors.
Not-for-profits often struggle with CRMs that are clunky, expensive, hard to use, or not fit for purpose. They may have too many unnecessary features, missing functionality, or systems that don’t align with their business processes.
Equantiis takes a holistic approach by focusing on both technology and processes. We work with stakeholders at all levels of your organization, including customers, to ensure the CRM solution is tailored to your needs. Our services cover strategy design, guided procurement, and collaborative implementation.
Unlike many consultants who simply recommend a range of CRMs and leave the organization to manage the process, Equantiis stays involved throughout. We ensure you get a system that fits your requirements and budget without being sold unnecessary features. Our team has real-world experience in the not-for-profit sector.
The process begins with a strategy design phase, where we gather requirements and create a roadmap. We then guide you through the procurement process to select the right CRM. Finally, we provide implementation support to integrate and optimize the CRM for your organization’s needs.
Equantiis offers CRM solutions that help not-for-profits manage and engage donors and volunteers more effectively. Whether you’re looking to re-engage lapsed donors, run email marketing campaigns, or schedule and track volunteers, we can help you leverage your CRM for these tasks.
Yes, we can provide support for rescuing failing CRM implementations. If your system is not being used effectively or isn’t aligned with your processes, we can diagnose the issues and provide solutions.
We have over 30 success stories with not-for-profits, including organizations like the Society of Radiographers (SCoR), Art Fund, Ovarian Cancer Action, and The Copyright Licensing Agency (CLA). These projects have helped organizations improve member services, operational efficiency, and customer experience.
You can schedule a free, no-obligation discovery call with one of our sector experts by visiting our website and booking a consultation. We’ll discuss your current CRM challenges and explore how we can help.