The Safer London Foundation was using an outdated database program that was difficult to customize and use. They implemented Salesforce CRM through Sho-net to manage their grant making, mentoring, customer relationship, and other operations more easily. Salesforce provided an intuitive interface, real productivity gains, value for money, and helped satisfy the CEO's frustrations. It is now used across the entire organization for various functions and has improved flexibility, customization, and upgrades compared to the old system.

1. Salesforce customisation for
grant making
Helping to Make London a Safer
Place
to Live Work and Visit

2. Safer London Foundation
• Metropolitan Police charity
• Launched in 2005 to support the Safer
Neighbourhoods programme by:
• By supporting community-led crime
prevention/reduction projects with grant
funding and volunteers
• Aspire mentoring programme supporting ex-
offenders into work.
• Community Engagement Programme working
with the Safer Neighbourhoods Panels

3. How it was before Salesforce
• Database programme not performing
• Hard to customise
• Hard to use
• Inflexible
• Obstacle to productivity
• Not being used / updated
• Frustrated CEO

4. What we wanted
• Simple to use CRM
• Intuitive interface
• Real productivity tool
• Value for money
• Fundraising management
• Analysis and reporting
• More…?

5. How we went about getting it
• Salesforce suggested by Sho-net
• Imported data from old system
• (great opportunity to thoroughly clean it…)
• Exploration of each department’s need
with Sho-net and documenting /
refinement of our businesses processes
• Chose grant making as first area to
develop in Sf
• Well defined, process driven, quick win

6. Where we are now
• Sf used in every area of the organisation
• Grant making, mentoring, CRM, event /
campaign management, HR, newsletter, etc…
• Everybody uses it
• Great value for money
• AppExchange apps
• CEO’s frustrations soothed away

7. Why Salesforce is the answer
• You can have ease of use AND flexibility
• Real, effective, affordable customisation
• Buy in help only when you need it
• Cloud / SaaS means easy frequent
upgrades
• Big user community, lots of free advice
• Real commitment to nfp organisations

8. Why Salesforce is the answer
• You can have ease of use AND flexibility
• Real, effective, affordable customisation
• Buy in help only when you need it
• Cloud / SaaS means easy frequent
upgrades
• Big user community, lots of free advice
• Real commitment to nfp organisations
geoffsloan@saferlondonfoundation.org