
System Enhancements
The challenges facing your organisation are always changing, as are the ways technology can support you. Whether you are seeking to improve and streamline existing work activities, or seeking to add new programmes or services to your CRM, our team can guide and assist you. We have a range of supports in the form of pre-built apps and add-ins which can accelerate the build and save you costs.
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.
Enhance your existing solution
If you find yourself wishing your CRM did things in a slightly different way, let us know and we might be able to help! Our team are expert at supporting:
- Report and Dashboard creation
- Changes to layout, security, fields etc.
- Webform integrations
Apps and plug-ins developed by Enclude, for the sector
We have a range of add-on functionality and apps that can be applied to your CRM helping you save significant amounts of time and resources that can be focused on increasing your impact.
Communications
- SMS – a time-saving way to send appointment reminders and other communications to your clients and service users. Send messages to Contacts from within Salesforce itself. Messages can be automated and sent individually or to multiple Contacts at once. Learn more and how it helped Purple House.
- Easy Eventbrite – automates the transfer of data from Eventbrite to Salesforce. Captures events, sign-ups and other information such as dietary requirements.
Fundraising
- Donor Import Tool – easily and automatically integrate donor and donation data from multiple sources into Salesforce allowing a single view of your donor activity.
- SEPA – for those involved in Fundraising, this tool helps streamline the process of recording and confirming recurrent donations making it easy to generate reports of expected direct debits and share this with your bank.
- Tax Reclaim – supports your submission to Revenue, creating a report based on donors who have donated over €250 in a single tax year and who have completed the CHY3 or CHY4 form.
Compliance
- Garda Vetting – allows essential Garda Vetting to be carried out and tracked with approved and seamless integration into the Garda Vetting Bureau database.
- Lobbying – a quick and easy way to record, track and report on interactions with Public Officials. Reports are formatted according to the Regulation of Lobbying Act supporting your submissions to the Standards Commission.
- Time and Attendance – track staff timesheets, overtime, TOIL, leave requests and entitlements directly within Salesforce. Saves time and resources compared to using external tools or spreadsheets.
- Unsubscribe – provides a GDPR compliant and reliable Opt-Out functionality for those sending email communications through Salesforce.
Integrate third party tools
Enclude can help you integrate data and tools from many external sources into your Salesforce installation. Popular integrations include MailChimp, AccountsIQ, ExpenseIn, iDonate, PayPal, JustGiving, Stripe, Telephony tools and more. Our team are happy to discuss the integration of any tool.
“Working on this project shows how technology can truly empower human-centered care.”
Increase the impact of your solution
Your CRM can support multiple teams and functions within your non-profit. We can help you review and integrate processes and even in the creation of new apps. If there’s anything you think your CRM could be doing more of, or differently, let’s have a chat! Contact us to find out more.
What our clients say
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