Real Systems | Consultancy Service - REAL SYSTEMS CLOUD BASED CLIENT MONITORING DATABASES FOR CHARITIES | CUSTOMISED SALESFORCE CHARITY DATABASES

Client Monitoring Systems
Are you thinking about implementing a client monitoring system at your organisation?

Real Systems have a wealth of experience of building client monitoring systems for charities, and we know the importance of working closely with organisations from the very beginning to understand the work that you do and what you are needing to capture.

System Specification and Planning
We believe in the power of collaboration. We can visit your organisation, engage with users, to gain a comprehensive understanding of your requirements. Armed with this knowledge, we will design a solution using the Salesforce platform. Throughout the design process, we ensure ample opportunities for testing and feedback, ensuring that the final product aligns perfectly with your vision. Our extensive experience also allows us to provide guidance on essential documentation, including data protection policies and materials.

Empowering User Engagement and Support
Implementing a new database can be daunting for those involved, but Real Systems can work with you on keeping your users involved and informed to help make the transition as smooth as possible. We also offer excellent training, delivered by our team who have a number of year’s experience of providing Salesforce training to users with varying IT confidence. Once your system has gone live, Real Systems can provide a Monday to Friday helpdesk service to support you and your users with any ongoing queries or assistance needed.

Maximise Data Potential - Data Cleaning and Reporting
Once your system is up and running, the next chapter begins. Real Systems will support you to get the full potential from your data. From reporting outcomes to funders to submitting critical data to government departments, we set up reporting templates within Salesforce to help you showcase the impact of your organisation. Our expertise also extends to setting up regular monitoring of data input, including data cleaning, ensuring accuracy and relevance in your reporting.

If you are implementing Salesforce internally and need guidance, Real Systems is at your service. While you retain responsibility for setup and changes, our expert consultancy and support will be there to offer invaluable guidance whenever you need it