The salesforce foundation offer all charities a full version of salesforce with customised screens to meet your requirements, and ten free licences.

We have seen over the years many charities try to implement this but fail as the potential complexity of salesforce overwhelms the project.

ExcluServ have tamed salesforce to make it deliver those basics in an affordable low risk project. We can be sure that you will have a fully functioning database within weeks.

As salesforce is enterprise level software, the potential for it to then grow over time is still there, and we will partner with you to continue to add more and more value.

A donor system that doesn’t reconcile to the accounting software is one of the most common problems that we see in the sector.

Even where it reconciles there are often manual processes that need to be followed to get the same data into the two systems, whether it is rekeyed or batches of data are exported and then reimported.

ExcluServ have developed a cloud based synchronisation that watches for changes in either system and immediately creates the equivalent record in the other one.

• When income is recognised through the accounting software, the donor record is updated in Salesforce
• When a new subscription is recognised in salesforce the accounting software is updated with those details

Xero is the market leading entry level accounting solution in the UK. In 2016 it has established itself ahead of the previous market leader (Sage line 50) and now has more organisation using it.

ExcluServ have been Xero certified partners since 2010 and have seen it go from strength to strength. We have developed strong systems, processes and reports that make it work well for charities

When implementing for a new site, it is relatively simple with templates to complete and our experienced team to support.

We can also assist with integration to other systems, including your bank, online shop and fundraising websites.