Beacon CRM training for charity teams
MakeITaplan delivers practical Beacon CRM training shaped around your charity’s users, responsibilities and everyday workflows.
- Audience
- Beacon administrators and charity staff who use the CRM
- Format
- Training plan agreed around your team and requirements
- Topics
- Role-based workflows, reports, forms, Gift Aid or events where relevant
Teach the tasks people need to do
Training is most useful when people can connect a feature to their own work. We can tailor sessions for administrators, fundraisers, finance colleagues, service teams or volunteers, using workflows and examples relevant to the audience.
Partnerships people recommend.
MakeITaplan: the antidote to CRM trauma
“Working with Gemma and Noah on our Beacon implementation was a wonderful experience. After a difficult time with our previous CRM, we were nervous, but they guided us thoroughly, led the data migration and built training into it, so we were learning from day one. They were friendly, responsive to our endless questions (sorry!), and considered the needs of our fundraising, finance and programmes teams. Our team now uses Beacon frequently and confidently. I could not recommend them more highly!”
Great support from Gemma and Noah
“Excellent support from Gemma and Noah when transitioning our volunteer management system to Beacon. The new system is clear, efficient and user‑friendly, helping us better support 700 volunteer Marine Mammal Surveyors. They calmly solved every issue and went above and beyond. A pleasure to work with and highly recommended.”
Topics can reflect your Beacon setup
Depending on your system and agreed objectives, sessions may cover finding and updating records, filters and exports, dashboards, mail merge, online forms, Gift Aid, events or other configured processes. We confirm the priorities and level of detail with you beforehand.
- Plan learning outcomes for each user group
- Use practical examples based on day-to-day tasks
- Allow time for questions and guided practice
- Provide follow-up guidance for agreed topics
Support adoption before and after go-live
For a new implementation, training can be planned around your rollout so people are prepared for the change. For an existing Beacon database, focused refresher sessions can help teams build confidence with particular workflows or features.
Beacon CRM questions, answered
Who can receive Beacon CRM training?
Training can be planned for administrators and different groups of everyday users. We discuss who needs training and what they do so the content and examples match their responsibilities.
What topics can Beacon training cover?
Possible topics include navigating records, filters and exports, dashboards, mail merge, Beacon forms, Gift Aid and events. The final topics depend on your Beacon configuration, user roles and training objectives.
Can training be delivered remotely or in person?
We can discuss the most appropriate delivery format for your group and project. Availability and arrangements are agreed when we plan the training.
How many people should attend a training session?
The best group size depends on the subject and how much hands-on practice or individual support people need. We can recommend a format after discussing the learners, session goals and delivery method.