Clients & impact delivered
Versed Global works with charities, social enterprises, corporate teams and public‑sector institutions that need Salesforce CRM and fundraising support to work together. These examples reflect the type of outcomes Versed aims to deliver through joined‑up systems and strategy.
Organisations we support
Service delivery
UK‑based, regional
Conservation
Grants-led portfolio
Social impact
Stakeholder & ESG
Grant programmes
UK government body
Regional charity: From spreadsheets to Salesforce
Illustrative outcome: income growth with better data
Challenge
- Service users and volunteers tracked in spreadsheets
- No central view of grant requirements or deadlines
- Manual reporting for multiple funders
- Fundraising and delivery data not connected
Approach
- Salesforce Nonprofit Success Pack implementation
- Service delivery and volunteer management modules
- Fundraising and grant tracking in a single CRM
- Dashboards for operational and funder reporting
This type of project reduces manual reporting effort, improves data quality and creates a single view of service users, volunteers and funders in one Salesforce environment.
Typical benefits
Grant reporting prepared from CRM data
Service and income data in one place
Evidence for applications and renewals
National charity: Trust and foundation programme
Illustrative outcome: stronger, more predictable pipeline
Challenge
- Low and inconsistent grant success rate
- No systematic prospect research or prioritisation
- Pipeline held in spreadsheets and emails
- Salesforce used only for basic recording
Approach
- Trust and foundation strategy and case for support
- Prioritised multi‑year pipeline and research
- Structured proposal templates and review support
- Configured Salesforce opportunity stages and reports
Work of this kind typically improves success rates, supports clearer decision‑ making on where to invest time and creates a shared view of the pipeline across teams.
Typical benefits
Consistent case and evidence base
Clear priorities over 12–36 months
Board‑ and SMT‑ready reporting
Further examples of work
Corporate CSR team
Focus: Stakeholder and partnership tracking.
Delivered: Salesforce solution for ESG
programmes and engagement.
Outcome: Faster internal reporting and clearer
audit trail.
Social enterprise
Focus: Blended grants, contracts and trading
income.
Delivered: Unified opportunity tracking in
Salesforce.
Outcome: Improved visibility for leadership and
investors.
Public grant programme
Focus: Application, assessment and compliance
processes.
Delivered: Salesforce‑based grants and
stakeholder workflows.
Outcome: Reduced processing time and stronger
governance.
Types of organisations we support
Versed Global works with small to mid‑sized charities, social enterprises, corporate teams and public‑sector institutions that need Salesforce and fundraising support that work in combination.
£0–£500k charities
Setting up essential CRM and initial institutional funding pipelines for service delivery organisations.
£500k–£5m charities
Scaling Salesforce and trust and foundation fundraising alongside wider income streams.
Corporate CSR/ESG teams
Businesses managing social impact, partnerships and stakeholder relationships in a structured Salesforce environment.
Social enterprises & CICs
Blended funding tracking across grants, contracts and trading income with clear reporting.
Public‑sector & government
Secure systems for grant programmes, stakeholder management and accountability requirements.
UK‑based NGOs with international work
Organisations coordinating multi‑site or multi‑country programmes needing joined‑up CRM and reporting.
Partners and collaborations
Versed Global collaborates with charities, Salesforce consultancies, fundraising agencies and technology vendors to deliver comprehensive CRM and fundraising solutions.
Ready to explore a project?
Versed Global delivers Salesforce systems and fundraising strategies designed to remove bottlenecks and support sustainable growth. Share your context and discuss what a realistic first phase of work might look like.