CRM Optimisation
Find out how you can get the most from your CRM by maintaining and developing system functionality to drive greater usage, data security and impact.
Save time
When your data is recorded consistently in one place, it’s easy to find the information you need.
Increase impact
Spend more time delivering and developing services and less time on administration.
Stay secure
Your data is stored securely, with the ability to apply permission levels to users and teams and track any changes.
Getting the most from your CRM
Implementing your Salesforce CRM is only the first step, it takes ongoing work to:
- Keep your teams using it, consistently - This can involve training, support, demonstration of benefits and some change management.
- Maintain your data – your CRM is only as powerful as your data is consistent and up to date. Our Data Services can help.
- Maintain your CRM Solution - Your CRM Solution will typically consist of multiple components from Salesforce, Enclude, and third party apps and Integrations. A change in one can have consequences for others. Membership Services help you ensure changes don’t impact on your system negatively.
- Ensure the system changes with you – as things change when it comes to your organisation, processes and reporting requirements, your CRM can adapt to reflect these.
Enclude provide a range of services focused on optimising your CRM and making sure it’s always delivering for your organisation.
Training
Scheduled, bespoke or one-to-one training. Designed to increase adoption, usage and impact of your CRM investment
Helpdesk Support
Cost effective, ongoing support that helps you stay on top of maintaining your CRM, providing assistance to your System Administrator
Embedded Support
Hands-on help to get a CRM embedded, a project over the line, cover during staff changes, or just an extra pair of hands during a busy time
Reach out for expert guidance and practical support
If you’re an existing Member in need of support with one of these areas, raise a case on our Members Portal. If you’re not currently a Member, that’s ok – just get in touch and we’d be happy to talk about how we can help you.
What our clients say
“Enclude co-designed a solution with us, one that was secure, user-friendly, and tailored to our real needs.”
Zoe WellsNortheast Regional Manager 
“Working with Enclude has given us the confidence to review what we’re doing and use technology to improve our clients experience.”
Betty QuinlanAcademic Registrar 
“The Enclude team were patient, responsible and flexible. They were with us until everything was right.”
Aoibhie McCarthyArtistic Director 
“Enclude has helped us enormously in understanding how best to utilise the Salesforce platform to satisfy our organisation’s needs.”
Paul DietrichMS Readathon Manager 
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