Discovery Service
Implementing and adopting a CRM takes time and money. Our Discovery Service ensures both are spent in the best way possible. We can help assess whether a CRM aligns with your goals, and the ways in which one could help increase your 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.
Talk to Enclude to assess whether a CRM aligns with your goals, and the ways in which one could help increase your impact
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What is it?
The Enclude Discovery Service is a consultative project where we investigate whether a CRM is right for you, and if so, how one could impact your work. We will work with you to review and reflect on your current internal processes, looking at how they might need to be changed to better plan for your future. At the end of a Discovery Project, you’ll have a clear understanding of how a CRM can support your work, as well as a detailed, cost-effective and resource indicative CRM proposal.
Who needs it?
Our Discovery Service is used by a range of charities, from those with manual process, who are outgrowing working in spreadsheets, and curious about using a CRM to start their digital transformation, to those who’ve had a CRM for several years, but finding it’s not as helpful as they’d hoped it would be. It’s also ideal for any charity overwhelmed by new reporting requirements and struggling to compile information from various sources.
“Enclude’s input, knowledge and experience in our sector helped us navigate and create a system that balances our own requirements, as well as best practice.”
Betty Quinlan
Cork Counselling Services
How does it work?
We’ll start by agreeing what we’re going to be reviewing. For example – strategy documents, programme overviews, reporting requirements, forms, current systems and processes.
The key to the success of any CRM implementation is the engagement of all those who will be eventually using it. So, we take time to meet with all key stakeholders to make sure we understand what everyone is doing, and what their requirements are. This ensures that the final proposed solution takes everyone’s priorities and requirements into account.
We’ll then go away and prepare an initial Needs Analysis. We’ll put together our key findings and recommendations, along with indicative costs and timelines. Once we’ve reviewed this with you, we’ll put together a full project proposal.
Why do clients like it?
Betty Quinlan of Cork Counselling Services explains: “Enclude were always accessible and available to us. It was clear they were experts in the field, and it sometimes felt they knew us better than we knew ourselves! They were problem solving before we even realised there was a problem.”
“It’s a powerful tool which has helped us unlock capacity we didn’t know we had.”
Find out more
Since 2006, Enclude have strived to make the adoption of a CRM system more affordable to small organisations, who have limited resources, both in terms of funds and time. Contact us to find out more.
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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