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CRM In A Box
Expert help with your CRM needs

Download a printable version of the service proposition

Adapta CRM In A BoxSelecting and implementing a new CRM system is risky. Statistically, the failure rate is huge, and – equipped with big budgets and large teams – even the largest not-for-profit organisations sometimes struggle. For charities and membership organisations with more modest resources, the prospect of implementing a new CRM system can be daunting.

Which system should you choose? How much should you expect to spend? How long does it take? Do my processes need to change?

Adapta ResourcingOur 'CRM in a box' service is designed to help not-for-profit organisations of all shapes and sizes gain access to the very best in terms of expert guidance, insight and practical know-how to help ensure your organisation's investment in CRM is a success - with a mix of hands-on support and practical resources, and access to some of the leading experts in not-for-profit CRM.

Starting with a half-day workshop tailored specifically to the needs of your organisation, our consultant will start getting to grips with your organisational strategy, your current technology situation, and how your various stakeholder groups – e.g. supporters, members, volunteers – expect to engage with you. During this workshop, our consultant will also share with you the latest trends in how organisations like yours are using technology, and provide an overview of the CRM systems and suppliers relevant to your needs.

As well as working alongside an expert consultant, we'll also provide you with valuable resources that you'll then be able to adapt for your organisation to help you build a business case, approach the market, and get your team ready to tackle your project. These resources include:

Adapta Resourcing
  • Navigating non-profit CRM – our very own expert guide to successful CRM in the non-profit sector.
  • CRM Toolkit – a guide to the typical resources, templates and frameworks that you will need for a successful CRM project – including ideas to help with setting up your project, documenting your requirements, approaching the market, and planning your implementation.

To help make sure you stay on the right track, you'll then have access to 20 hours of independent, expert CRM consultancy during the specification, selection and implementation of your new CRM system – ad hoc advice which you can use as and when required.

Over the years, Adapta Consulting has helped the broadest range of organisations in the sector through the process of selecting and implementing CRM. We number qualified practitioners in PRINCE2, MSP (Managing successful programmes) and Agile among our teams. More importantly, we draw on a combined total of more than 200 years' experience of systems implementation, working with charities, membership bodies and others at every level.

"Thank you so much for all the time you gave us today to discuss our database requirements. It was a tremendously stimulating workshop and I know that my whole team thoroughly enjoyed it and got a lot from it. I felt the construct of the afternoon was just right and I am grateful for the lack of jargon and for you both translating anything we did not fully grasp into digestible information."
Paddy Tabor, Chief Executive, British Kidney Patients Association (Now Kidney Care UK)

We have helped many charities and non-profit organisations with their projects, including:

Adapta CRM In A Box
Adapta CRM In A Box