From cluttered CRM to confident, independent reporting
- Client
- Igniting Change
- Industry
- Not for Profit
- Solutions
- Marketing Technology
- Services
- Marketing Automation, CRM, Integrations
- Region
- Australia
The challenge
Donor and partner relationships lived in a system carrying years of unused fields and redundant data, where critical insights on organisations supported, issues addressed and active supporters took real navigation skill to reach: exactly the barrier a lean charity team can’t afford.
Our solution
We stripped the platform back to lean and navigable, removing obsolete fields and redundant data, then customised what remained around Igniting Change’s actual network: tailored account fields capturing who each organisation supports and how they involve people with lived experience. Multiple account record types adjusted each account’s fields to its support type, and custom quick links put due diligence, annual and financial reports one click from every account.
The dashboard got the biggest upgrade: an organisation support graph visualising direct and catalysed support, an issues-supported breakdown, and an active supporters list by type, with custom reports, from organisations directly supported to project visits and attendees, pullable straight from the dashboard for faster, data-driven decisions.
The results
Igniting Change now enjoys a simplified, insightful interface that elevates impact reporting and transparency, with the team reporting drastically improved usability and a newfound confidence navigating their database independently.
What our clients say
Thank you for your support with our Salesforce platform. I really enjoyed working with you over the last few months. All the updated reports you shared with me look great!
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