CRM Database and Accounting Platform Integration

Having worked with a number of not for profit organisations who have struggled to streamline their data processing and input, who often have to perform duplicated manual processing tasks in order to maintain the CRM and accounting systems, we have looked to provide a solution which seamlessly integrated the two systems.

This duplication can often include having to agree a large volume of donations received between the bank accounts within the accounting platform and the pledges recorded in the CRM.

In developing this integration, we anticipate that a number of data entry tasks will now become either redundant or much more efficient, creating more time for fundraising activity.

ShoNet have worked in partnership with Kreston Reeves, an accounting and financial services firm based in London, Sussex and Kent, and Astrea IT in order to develop the integration which effortlessly synchronises donations, contacts, invoices and products between Salesforce and Xero meaning information can be automatically available across the two platforms.

If you would like any further detail in relation to the above or would like a discussion around how this solution might benefit you, please call 0208 017 1688 or email

Event: Civil Society Futures

Event: Civil Society Futures

Are you concerned about future changes and barriers that may challenge your organisation?

Join us to take part in a discussion facilitated by ICAEW South East on trends and insights in Governance, GDPR and more. Contributions will be fed back into Civil Society Futures, a formal inquiry which is informing Government and the Charity Commission.

This meeting is ideal for CEO’s and Chartered Accountants, but also trustees & volunteers.

The cost is £10 per person, which will be donated to a randomly selected registered charity which attends the event.  Free ‘flights’ on BAi360, the world’s tallest moving observation tower, are available after the event, during which we expect the Conversation will continue. Refreshments will be provided.

Date: 15 November 2017
Time: 3pm
Location: British Airways i360, Brighton

Book here

Event: Why digital transformation matters in the voluntary sector (FREE)


Event: Why digital transformation matters in the voluntary sector (FREE)

In the digital age, charities have more opportunities than ever before to connect with stakeholders, boost fundraising and deliver better services.

Many charities are already reaping the benefits of having ‘digital’ on the agenda. The Lloyds UK Business Digital Index 2016 found that charities that are more ‘digitally mature’ are 28% more likely to report an increase in funding than those who are not. But many charities are missing out on the benefits of digital transformation. According to the Charity Digital Skills Report, 50% of charities don’t have a digital strategy. 

To craft a digital vision for your charity, it is essential to have a good understanding of the drivers and benefits of digital transformation in the voluntary sector.

Join us for the first of a series of workshops for charity executives focused on digital transformation. Whether you’re just starting out on your journey, or you’re looking for some advice, this workshop is for you. 

We invite you to a 90-minute breakfast session to discuss:

  • What are the drivers of digital transformation in the voluntary sector?
  • Who benefits?

You will also hear from charities that have transformed the way they work by using Salesforce CRM, with a focus on:

  • Transforming Fundraising
  • Transforming relationships with Beneficiaries
  • Transforming the Back Office

In this workshop, you will receive practical advice on digital transformation for your organisation and learn how charities have used Salesforce for digital transformation.

Who should attend?

  • Charity directors
  • Senior managers
  • Trustees

This event is organised by NCVO Trusted Supplier ShoNet and Improvement Skills Consulting Ltd


Monitoring & Evaluation for Charities: How to measure what matters


Monitoring & Evaluation for Charities: How to measure what matters


'Value for Money', Return on Investment', 'Social Value', 'Impact Measurement'.  We are surrounded by buzz words and new fads for proving that what we do really is for the social good and really can make a measurable difference.  Understanding how to measure impact and then putting in place a cost effective system to do this can seem daunting.  There is a useful saying to keep in mind though that provides a great starting point, "What gets measured, matters.  So make sure you measure what matters."


Many charities and civil society organisations baulk at having to make more funds available to measure and prove what they already know: that they are making a difference.  Yet, measuring impact is a valuable source of management information.  Done well, monitoring and evaluation can provide a rich source of beneficiary feedback and programme performance that can also be used to improve your interventions and projects, making them more relevant and likely to deliver lasting change.  Building a monitoring and evaluation system is not necessarily a complicated or expensive process, but navigating the various tools and processes sometimes does need a little help. 


A good place to start is your current management information system.  You already know about the benefits of Salesforce for running your organisation efficiently and collecting fundraising and general management information that helps you to keep an eye on the bottom line.  Salesforce can however be more than that.  It can help you to make sense of monitoring data, so that you can keep track of the different projects you're running: how many people are being reached, what they think of the projects that they participate in, which projects are on track, which need further attention. 


Of course to make this happen for you, two things will need to be in place: an overall monitoring and evaluation plan, including a policy approach to monitoring and evaluation that your organisation is signed up to, secondly a set of relevant data collection tools that capture project performance in both a qualitative and quantitative manner, and which can be linked to Salesforce. 


It is important to understand exactly what you want to measure, why you want to measure it and who will use the data in order to design an effective system for data collection and analysis.  Understanding this 'what', 'why' and 'who' will start you on the road to effective and efficient monitoring and evaluation, which will make a valuable difference to your organisation.


Developing systems and processes that make charities more effective is a driving focus for us at Shonet and we know that developing and improving your management information systems to include meaningful monitoring and evaluation data, will making proving impact easier and lead to better interventions that can deliver lasting change.


Do you want to improve the data that you are collecting and using?  Contact us for a free consultation to find out how we can help you to develop your monitoring and evaluation plan and tools.

This article was written in partnership with Robin Brady


Digital Transformation and YOU: 5 top tips for your charity’s digital transformation


Digital Transformation and YOU: 5 top tips for your charity’s digital transformation


Last month, ShoNet, in partnership with Spofforths, hosted a free workshop for non-profits on digital transformation at NCVO. Digital Transformation and YOU provided attendees with an insight into how to help their charities go ‘digital’ – with tips on forming a digital vision, implementing Salesforce and integration with Xero. On the day, our clients Save The Rhino International (SRI) and The Officers’ Association gave presentations about their digital transformation journeys.

Wish you were there? Not to worry, we’ve got a roundup of the key takeaways from the day. Check out these tips from our panel to find out how to make sure your charity prospers in the digital age … 

1.       Do a digital self-assessment

Start with a self-assessment to measure your organisation’s digital maturity. Attendees completed a survey titled “How digital are you now?” provided by our partners at Improvement Skills Consulting. Who is accountable for digital transformation at your organisation? What digital skills do you look for when recruiting or promoting staff?  Before planning where you’d like to go on your digital transformation journey, figure out where you are now - download this White Paper by Improvement Skills Consulting on digital transformation in charities to access a digital self-assessment questionnaire.


2.       Research, research, research

Do your research to find a solution that meets your charity’s needs exactly. Whether it’s deciding which social media platforms you’d like to use or choosing between different types of CRM software, have a clear idea of what you need and research to find out what would work best for your charity. Our panellists from Spofforths and The Officers’ Association advised: always go for customisable software and choose CRM software that allows you to integrate across all of your platforms (CRM, website, mobile apps, etc.).


3.       Think of the cost of not doing it!

Many charities find that the biggest barrier to digital transformation is the cost, as highlighted by our panellist from SRI. But investing in new software can pay off in the long-run – and it did for SRI. After implementing Salesforce, they had a 39% increase in online donations! Plus, adopting new technology may be more affordable than you think. Salesforce offer 10 FREE Enterprise Edition licenses to eligible non-profit organisations and there are deep discounts for additional products. Speak to us to find out more about how you could take advantage of this offer.


4.       Map your processes

If you’re looking to be more efficient and cut time spent on admin, you’re probably thinking about automating your processes. It’s crucial to map your processes properly and get advice on how best to do this, so that adopting new technology enables you to maximise your organisation’s performance effectively.


5.       Make sure the process of change is dynamic, fun and exciting!

Last but not least, we really liked the advice for charities from our event partners at Spofforths: “We’re all under pressure to go digital, but we’re not all robots!” See your organisation’s change and digital transformation journey as an opportunity to have fun, creating more time for you and your team to interact with your beneficiaries - and for you to do more of the work you really enjoy! :)

Useful Resources:

Improvement Skills Consulting on digital transformation in charities – check out our partner’s blog on the event, including the digital self-assessment, presentation slides and a White Paper on digital transformation in charities

Making digital work: 12 questions for trustees to consider – a new report by the Charity Commission (October 2016)

Want to find out more about how to ensure your charity prospers in the digital age? Contact us


Event: Digital Transformation and YOU (FREE)


Event: Digital Transformation and YOU (FREE)

Today’s digitally connected world enables charities to improve service delivery, build better relationships with stakeholders, while driving down administrative costs.  What can charity and non-profit chief executives do to help their organisations prosper in an age of digital transformation?

We invite you to lunch and then to spend the afternoon with us as we explore the following themes:

  • What is "digital" doing to/for charities?
    • Impact on Beneficiaries
    • Impact on Donors
    • Implications for Fundraisers
    • Internal opportunities
  • How digital are you now?
    • Self-assessment
  • Crafting a "digital" vision
  • Success factors and pitfalls
    • Typical barriers
    • Avoiding the pitfalls
  • Leading digital transformation
    • The role of the Leadership team
    • Personal actions/next steps

This event is organised by ShoNet, a NCVO Trusted Supplier and accountancy firm Spofforths part of Kreston Reeves.


Webinar: Salesforce Essentials for Not for Profit organisations (FREE)


Webinar: Salesforce Essentials for Not for Profit organisations (FREE)

Like to know more about Salesforce and also to refresh your basic Salesforce skills & knowledge? Then this webinar is not to be missed.

Whether you are new to Salesforce, or are looking to understand its capabilities this webinar will be of interest to you.

In this webinar we will:

  • Give an overview of Salesforce and it’s benefits

  • Highlight key Not For Profit users features

  • Run demonstrations

  • Case study of how other organisations are using Salesforce

We are looking forward to you joining us on this webinar!


Webinar: Review - Salesforce Summer '16 Edition (FREE)


Webinar: Review - Salesforce Summer '16 Edition (FREE)

That time of the year again that can only mean one thing – a new Salesforce edition release.

The latest in the ShoNet webinar series explores the current Salesforce Summer ’16 Edition.

We will show you the highlights and the features which will be beneficial to you and your organisation.

In this webinar, you will get:

To see the new features and our top highlights in the Summer ‘16 edition
To see a demonstration of the new Summer '16 Edition
And get a chance to participate in a Q & A session with ShoNet.
And more...

Register today to sign up to this Webinar.


ShoNet goes to Salesforce World Tour London 2016


ShoNet goes to Salesforce World Tour London 2016

In May, ShoNet attended Salesforce World Tour London at ExCeL. With over 15,000 registrants and 100 cloud partners, it was the biggest Salesforce event held outside of the US and one of the largest software events held in the UK.

Salesforce World Tour events provide an occasion for those in the Salesforce community to get together, share knowledge and learn. The event provided attendees with the opportunity to gain insight into the future of the customer experience and the rapid growth of cloud computing.

Here are some of our highlights!:

“How you deal with change determines success.” – Sir Chris Hoy, six-time Olympic gold medallist
In our fast-changing and increasingly digital world, how can organisations deal with change and create success? With Salesforce! On the day, the live demonstrations of Salesforce products like the Marketing Cloud showed how Salesforce is a powerful tool for enhancing the customer experience in the digital age. During the
Product Keynotes, we learned how organisations have risen to the challenges of the digital age by using Salesforce.

“Opportunities are out there for you to take, it’s just about seizing them really!” – Rosemary Russell, STEMettes
Only 14% of people working in Science, Technology, Engineering and Maths (STEM) are female. But
STEMettes are trying to change that – and during the Keynote, Anne-Marie Imafidon of STEMettes spoke about how Salesforce have helped STEMettes to tackle gender imbalance in STEM careers in the UK.

“Cloud is the new normal.” – Peter Coffee, VP Strategic Research, Salesforce
Did you know that
85 of the world’s 100 most valuable brands use Salesforce to run their businesses and reach customers? That said, it’s no surprise that “cloud is the new normal”! Throughout the day, we visited the Customer Success Expo to check out some of the latest innovations from cloud partners. The number of attendees and cloud partners at the event showed that cloud computing is growing at a rapid rate, with many opportunities for ShoNet to work and support others to join a fast-growing industry.

Want to read more about Salesforce World Tour London? You can catch up here or check out the Salesforce World Tour London two minute recap infographic.


Webinar: Case Management Made Easy (FREE)


Webinar: Case Management Made Easy (FREE)

Is your staff's time a valuable asset? Are you still using Spreadsheets to track service users information? Are you looking for a Case Management solution for your organisation?

Join us as we look at the benefits of streamlining manual processes, tracking interaction with service users, produce instant reports to demonstrate impact and more. This will free up time spent on administration and leave you more time to spend delivering quality programmes and services. Hear how organisations like RASAC and ESDAS are successfully using Salesforce.

This webinar will:

  • Track interaction with Service Users and produce instant reports

  • Show how to save time and deliver your services efficently

  • We demonstrate how other organisations are using Salesforce for case managment

  • Case study

  • Q & A session

We look forward to you joining us.