8 Proven Wins: How a No-Code CRM for Charities Transformed Team Solan

Team Solan

Team Solan was established in 2015 to help improve the quality of life of children and adults who have been affected by a cancer diagnosis or bereavement. They provide bespoke help and support for those whose lives have been turned upside down by a cancer diagnosis.

The Challenge

Like many charities, Team Solan operates with limited resources while managing highly sensitive personal data. As the organisation grew, its existing processes struggled to keep pace with operational demands, prompting Solan to explore digital solutions that could modernise its approach without adding unnecessary complexity.

Prior to working with Excelpoint, Solan’s operations were heavily reliant on paper-based processes and manual record keeping. While this approach had worked historically, it introduced several critical challenges that increasingly impacted efficiency, data security, and service quality.

Key challenges included:

• A heavy reliance on paper records and physical storage makes data management inefficient.
• Limited data security, particularly concerning sensitive Warrior information (Warrior is the term used by the charity for anyone affected by cancer).
• The lack of a structured diary and interaction management process resulted in fragmented records.
• No reliable audit trail of interactions with
• Poor data visibility, with limited access to accurate, up-to-date reporting.
• Risk of human error.
• Inefficient warrior contact strategies were impacting engagement and support delivery.

Recognising these limitations, Solan contacted Excelpoint to explore how a digital solution could help modernise its operations, improve data governance, and support more efficient ways of working without placing additional strain on staff or budgets.

The Solution

Excelpoint worked closely with Team Solan to design and implement a tailored no-code CRM solution, specifically aligned to the charity’s operational needs, data requirements, and organisational structure.

The solution provided:

• A centralised charity CRM system to replace paper-based processes.
• A structured approach to Warrior contact management, ensuring all interactions are recorded consistently.
• Role-based access, allowing staff to see and manage only the information relevant to their responsibilities.
• Enhanced diary and activity tracking to facilitate more effective planning and accountability.
• Built-in flexibility, enabling Solan to adapt and extend the system as needs evolve.

By leveraging Excelpoint’s no-code technology, Solan gained a robust no-code CRM for charities without the complexity, cost, or long development cycles often associated with traditional software solutions.

The Results

The introduction of Excelpoint’s no-code case management solution has delivered measurable operational improvements across the organisation.

Key outcomes include:

• Significantly improved management reporting, with faster access to accurate, real-time data via a no-code case management system.
• Enhanced data security, ensuring Warrior information is better protected.
• Reduced risk of human error, thanks to automated and standardised processes.
• Greater operational efficiency, enabling more to be done with fewer resources.
• Remote working capability, allowing staff to access systems securely from anywhere.
• Improved data retrieval, replacing time-consuming paper searches with instant digital access.
• More efficient event planning, with the ability to easily identify and involve relevant worriers.
• Increased organisational agility, as staff can independently expand data collection and tailor the system to evolving needs.

Overall, the charity CRM system has allowed Team Solan to focus less on administrative burden and more on its core mission, supporting those affected by cancer.

Testimonial

“Working with Excelpoint has transformed how we operate as an organisation. Moving away from paper-based processes has improved our efficiency, data security, and visibility across the charity. The no-code case management system is easy to use, flexible, and has allowed our team to work more effectively, both in the office and remotely. Most importantly, the no-code case management system has enabled us to better support our warriors when and where it matters most.” – Mark Solan, CEO