Reporting

So, You’ve Had Your New CRM for 12 Months. How’s It Going?

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You went live. You survived the go-live. You probably breathed a huge sigh of relief and got on with the work. But here you are, 12 months later, and something feels a bit… off. Maybe a few processes have got clunky. Maybe the team has started going around the system rather than through it. Maybe … Read more

Engaging Networks Essentials: The Dashboard That Changes the Conversation

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There’s a moment we see time and time again with charity teams. It usually happens in a monthly meeting. The fundraising lead has their CRM export open.Comms has email stats in Engaging Networks.Someone has a spreadsheet tracking regular giving.Someone else has pulled the donation page figures manually. Everyone has numbers, but no one has the … Read more