Fundraising and membership organizations

We support your organization with CRM and Marketing Automation services based on your specific needs and situation. From current situation analysis and development of work processes to procurement and implementation of systems, project management and interim solutions.

Member and donor trips

StreamStone Relations is part of Leadfornt with a passion for developing members and donors through great member experiences and relevant communication. At StreamStone Relations, we have translated our experience and knowledge into methods to help organizations quickly get on track with their membership development. In our work, we always strive to improve and develop the equation of organization, communication and technology.

StreamStone Relations is part of Leadfornt with a passion for developing members and donors through great member experiences and relevant communication. At StreamStone Relations, we have translated our experience and knowledge into methods to help organizations quickly get on track with their membership development. In our work, we always strive to improve and develop the equation of organization, communication and technology.

How do we work with implementations?

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Discovery

Every company has unique circumstances when it comes to implementing a CRM. We start our projects with a "Discovery" where we identify your specific challenge and conditions.

Planning

After a completed Discovery, we plan the implementation together with all stakeholders. Here we prioritise that the whole implementation team agrees on the scope and objectives for a successful implementation.
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Implementation

Now we are ready to start the implementation of HubSpot. We'll take each task in turn and make sure we follow the schedule. If anything unforeseen comes up during this period, we handle it according to an agile project methodology.

Off-boarding

Once the implementation is complete, it's time for your organisation to take over and create value. We'll make sure you have the tools you need to use the system on your own. Once the project is complete, we hope you'll take the time to give us a review.
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We help you with the following:

Provide knowledge and tools to drive innovation and change.
Mapping of member and donor travel
Understand the potential and limitations of your marketing and sales systems.
Train and coach the organization in CRM & Marketing Automation
Requiring and procuring the right systems (CRM & Marketing Automation systems)
Implementation & integration of CRM & Marketing Automation systems
Interim solution for strengthening the organization through the digitalization journey

Current situation analysis & action plan

START WITH A BASELINE ANALYSIS

Is your organization losing more members or donors than you manage to recruit? Are you wondering why and what you can do about it? Or has your organization made a decision to develop the relationship and improve loyalty with existing members or donors? We help you with an initial situation analysis and action plan.

ADAPTATIONS THAT DELIVER BUSINESS RESULTS

Your CRM system should increase the relevance of communication with your members and potential members, and improve and streamline collaboration within the organization. Clear processes between departments result in a seamless member experience across all channels.

A clear vision produces a good result

LINK TO GOALS AND INSIGHTS

It is rarely uncommon to lack clarity on how Marketing Automation and CRM support business objectives and provide insights.

FOLLOW-UP AND ADJUSTMENTS

Clear objectives can be used as a framework to configure the platform. Then you can measure, evaluate and adapt the solution to maximize results.

SALESFORCE

NPSP

Nonprofit Success Pack is an easy-to-use app for collecting and managing constituents on the Salesforce platform. A free, open source application from Salesforce.org, NPSP harnesses the power of Salesforce's vibrant nonprofit community.
HUBSPOT

FOR NON PROFIT

HubSpot is a powerful all-in-one marketing, sales, and donation platform, offering 40% discounted rates to qualified nonprofits. It integrates with existing systems, so you don't have to change any of your donations or donor outreach efforts.
Other

MA/CRM

While major players such as HubSpot and Salesforce offer special solutions for membership and non-profit organizations, there are many other options in the market. We start from your current situation and look for a technology that fits your organization's requirements.

We'd love to talk to you!

Take the next step and book a meeting with us using the form below. If you can't find a convenient time, you can always call or email us.