CRM Training for the Non-Profit Sector

We help the Third Sector take full advantage of their database system through fully customisable CRM training programmes, built around your business processes.

Royal College of Emergency Medicine
CQI
ROSPA
Diabetes uk
Mind

Delivered by our experienced consultants or handed over to you to implement internally, our training programmes are designed to ensure staff maximise system potential and make use of new functionalities following a system review or upgrade.

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Helping charities, membership organisations and Royal Colleges get the most out of their CRM system through customised training programmes

We understand that businesses change and grow almost on a daily basis and your CRM system needs to be flexible enough to adapt to the new requirements. It’s therefore crucial that your staff receive the correct training to be able to best utilise the system for optimal working.

Our bespoke training programmes are designed to identify all the necessary functionalities needed for the smooth running of your organisation and implemented using your own data to ensure staff fully understand how to maximise the system’s potential.

We would always recommend re-training your staff following a system upgrade to ensure continued optimal working and full understanding of any new functionalities.

Delivered either by our highly trained and experienced technical consultants or handed over for you to implement however you feel best, our training programmes are fully customisable to suit your business needs. For larger projects, we follow a phased approach to ensure all departments are confident before moving onto the next steps.

rings

With our in-house NFP database consultants and a network of professional CRM training experts, we develop learning programmes bespoke to your organisation

As experienced consultants all with a background in the Third Sector ourselves, we understand the importance and functionalities required of your CRM system as well as the many challenges faced. Our team of dedicated experts work openly to ensure your staff are accessing the full potential of your CRM, fundraising or membership database system.

All actions and deliverables are outlined clearly from the beginning so we are all on the same page and working towards achieving the same goals. We follow a phased approach to our implementation service, allowing you to control all aspects of the configuration, track the progress of your data migration and ensure critical management and operations reporting data extracts are available from day one.

We understand what is required to deliver effective training programmes and always maintain good communication throughout, to ensure you are getting the best from your CRM system for your specific business needs.

our customers

DATA MIGRATION

Fully documented and easily tracked data migration process that is delivered on-time and to-budget. Our bespoke training programmes use your own business data to ensure all staff understand how to best utilise their CRM system.

DASHBOARDS

We provide customised training programmes to ensure staff make best use of their CRM or fundraising system dashboards for optimal working – including tracking objectives, budgets and campaign ROI.

REPORTING

It’s important that staff know how to utilise the reporting functionalities of their CRM system properly in order to see an overview of their database as well as easily analyse and keep track of their progress.

SEGMENTATION

We help you to segment your database to allow you to identify and communicate with the different types of supporter, volunteer or member of your database, as well as organise and optimise your records.

INTEGRATION

Integration of multiple systems ensures full database control. Following systems integration, our training programmes are designed to help staff adjust to new functionalities and processes with minimum disruption.

AUTOMATION

Automation is an extremely time saving feature that cuts down the need for duplicate or repetitive tasks. Our programmes train staff to recognise the opportunity for automation and the process in which is needed to set up within their CRM system.

Stars

“The trainer brought in by MAST ICT was very knowledgeable and was actually part of the team that designed the IntegraNG standard training courses. Another consultant was knowledgeable in report writing and came on site to work with us to ensure we had the information we needed. Key consultants came on board for the financial interface, to make sure IntegraNG integrated well with our Exchequer finance system.”

Head of IT

RoSPA

CRM System Training Success Story

We recently helped a Royal society realise the full potential of their CRM system after discovering the confidence of their staff was very low and there was an initial resistance to change.

Our training specialists designed a bespoke training programme around their business that not only developed their knowledge of the new procedures and functionalities, but also worked on their confidence using the system and understanding of why the change was needed.

Read full success story

Start your project with Mast ICT

+44 (0)1483 617228