
Introduction to Membership
Enclude’s Membership Services have been built and developed based upon our experience of 20 years in the sector and over 400 Salesforce implementations. They are designed to make adoption and on-going development of a CRM system more affordable to Non-profits, to help them increase their 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.
Keeping your team and data on track
Implementing your Salesforce CRM is only the first step, the real work starts when you have 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 the technology - 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.
From providing access to support and resources on our Members Portal, supporting your System Administrator and users with training and queries, to helping you maintain the quality and consistency of the data powering your system, or adding entirely new functionality, we are there for you.
Training
It starts with training. Our scheduled training programme is based around years of experience helping Non-profits use Salesforce in the way they need to use it. We also offer customised training based around our clients’ own systems, data and requirements.
Helpdesk Support
With all the training in the world, we know queries and issues will still arise and our Helpdesk Support team are available. Whether having log-in issues, or needing a new report or dashboard, Members can raise a case via their dedicated Members Portal and our team will be able to help.
Data Services
Any CRM is only as good as the data contained within. Data needs to be monitored, checked, maintained and managed. Our Data Services are available to support this.
System Development and Enhancements
The challenges facing your organisation are always changing, as are the ways technology can support you. Whether you need to incorporate new processes, a new data set, or take advantage of one of our own apps and add-ins, our team can assist.
Embedded Support
Sometimes an organisation needs hands-on help to get a CRM embedded and maintained or just an extra pair of hands during a busy time. Embedded Support provides dedicated support from one of our team to act as your System Administrator over a short or long-term period – whatever you need.
Why do clients like it?
Maggie Petroli, DPO & Data Coordinator and Salesforce System Administrator at One Family explains: “I appreciate having the support of the Enclude Membership Services team. I have the back-up of their experience, and I’m not left having to handle challenges completely on my own.”
“It’s like having a mentorship from the sector experts.”
Find out more
Enclude provide ongoing support through Membership Services to help non-profits maintain, adapt and get long-term value from their CRM systems. Contact us to find out more.
What our clients say
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