Our Online Guides
4 steps to find the right Database
With so many Fundraising and Impact CRMs available, it’s important to find the right one for you. This guide will take you through step by step.
By the end of this process, you'll come away feeling confident that you've found the right database, knowing that you've saved time, money (and stress!) for the future.
3 options for using the resources, depending on how much support you require from us:
The resources could be applied to a new fundraising, impact, finance, events or any other type of data system.
The guide has 4 steps, each step provides resources that you can use with your team to ensure you pick the right database.
By the end of the process, you'll have found the right database for you
Learning time: 2 hours approx.
Practical time: This all depends on the size of your team and culture! We'd predict most organisations could go through this process in 2-3 months.
Prices:
There is a tiered approach to our pricing. Find the one that suits you and your team best!
DIY - £97 For those with time and resources to go through the process themselves. Get started.
DIY + Guidance - £297 For those wanting some extra support and advice throughout the process. Up to 4 hours of support and advice from Core Insights. Get Started.
Fully guided - £1,400 For those with less time to manage the process, and requiring additional support. Up to 4 days of support and advice from Core Insights. Get Started.
4 steps to get more from your Database
Is your database easy to use? Is your database streamlined enough? Do you feel like you want to get more from your database, without having to find a new one?
By the end of this process, you'll come away with a more manageable and user-friendly database, to help you record better data! This process will help you save time, money (and stress!) for the future.
3 options for using the resources, depending on how much external support you require:
These steps can be applied to any database, be that a CRM, finance or impact database.
These resources are for the person who has had trouble with their database and it needs a bit of work to make it more user friendly.
We’d also recommend everyone who has a database to go through this process every 6-12 months.
The guide has 4 steps, each step provides resources that you can use with your team to make changes to your database.
Learning time: 2 hours approx.
Practical time: This all depends on the size of your team and culture! We'd predict most organisations could go through this process in 1-2 months.
Prices:
There is a tiered approach to our pricing. Find the one that suits you and your team best!
DIY - £97 For those with time and resources to go through the process themselves. Get started.
DIY + Guidance - £297 For those wanting some extra support and advice throughout the process. Up to 4 hours of support and advice from Core Insights. Get Started.
Fully guided - £1,400 For those with less time to manage the process, and requiring additional support. Up to 4 days of support and advice from Core Insights. Get Started.
4 ways to speed up your reporting
Do you find that you are spending a lot of time doing lots of manual reporting & analysis and want to speed up those processes?
By the end of this process, you'll discover all the areas that you can save time in your reporting and start to develop Excel skills that can help you along the way. All this will help you save time, money (and stress!) for the future.
2 options for using the resources, depending on how much external support you require:
We want you to save time and money on your reporting. Using this process we’ve helped organisations cut their reporting time by 90%.
You'll start by thinking about how and when you can use automation tools (such as Excel formulae and Marcos) to start saving time yourself.
Our initial Excel and Macros training will help you think about where you can start saving time and money and divert you to further training to help you learn more.
4 simple steps will give you advice & training for how you can start to think about automating reporting & analysis, using Excel, Macros, and more!
Learning time: 2 hours approx.
Practical time: This all depends on the size of your team and culture! We'd predict most organisations could go through this process in 1-2 months.
Prices:
There is a tiered approach to our pricing. Find the one that suits you and your team best!
DIY - £97 For those with time and resources to go through the process themselves. Get Started.
DIY + Guidance - £297 For those wanting some extra support and advice throughout the process. Up to 4 hours of support and advice from Core Insights. Get Started.
4 Steps to greater impact reporting
By the end of this process, you'll come away with a structured impact report, that's right for your audience, knowing that you've saved time, money (and stress!) for the future.
2 options for using the resources, depending on how much external support you require:
These resources are for the person who wants to write an impact report, or make their impact report more impactful.
4 simple steps will give you resources and training to develop a framework that is impactful to your audience.
Learning time: 2 hours approx.
Practical time: This all depends on the size of your team and culture! We'd predict most organisations could go through this process in 1-2 months.
Prices:
There is a tiered approach to our pricing. Find the one that suits you and your team best!
DIY - £97 For those with time and resources to go through the process themselves. Get Started.
DIY + Guidance - £297 For those wanting some extra support and advice throughout the process. Up to 4 hours of support and advice from Core Insights. Get Started.
