Age UK Salesforce Engagement Event – 18th July

Age UK’s Network Infrastructure Programme Team are holding an engagement event to demonstrate the Salesforce platform, including the benefits of using the platform.

With 12 local Age UKs currently exploring the use of Salesforce to support their handling of client data, Age UK are now looking for potentially interested Partners to get in touch and explore being part of the next cohort to move to the platform from September. If you’re interested in taking part, we’re holding an engagement event on Monday 18th July at 12:00 to share more details. Click here to book your place, or read on for further details.

Over the past few years, work has been undertaken to source and develop a single case, contact and rostering solution that fits the needs of local Age UKs.

Currently 12 local Age UKs are using, or transitioning to, Salesforce, a platform to handle their client data and help to plan and allocate work. The platform allows them to accurately evidence the outcomes and impact their teams have had locally.

Increasing the scope of the platform this year, further investment is being made to incorporate volunteering, marketing, and fundraising functionality, providing teams a powerful 360-degree view of the people that really matter to their organisations.

Salesforce Engagement Event – Monday 18th July

We are now looking for potentially interested Partners to get in touch and explore being part of the next cohort to move to the platform from September.

Please join us at the next engagement event being held online on July 18th, 12:00-13:30.

Register to attend here and find out more about the Salesforce CRM (Customer Relationship Management) including:

  • Strategic aims of the programme,
  • How Partners using the system are seeing benefits,
  • Demonstration of what is possible,
  • Information on how to get involved,

For more information about Salesforce or the engagement event, please contact Hayley Ross, Programme Manager – Case, Contact and Rostering, email: Hayley.Ross@AgeUK.org.uk.

New Updates on the Network Infrastructure Hub – Charitylog User Group Sessions

Check out the latest updates on our infrastructure work on the Network Infrastructure Hub.

Check out the latest updates on the Network Infrastructure Programme! This month there’s details of the latest round of Charitylog User Group sessions, including sub-groups on Volunteering, Rostering, Training, and Reporting. Click here to find out more about each of these User Groups and view the recordings.

New Updates on the Network Infrastructure Hub! 

Check out the latest updates on our infrastructure work on the Network Infrastructure Hub.

Check out the latest updates on the Network Infrastructure Programme! This month there’s details of the upcoming Charitylog User Group sessions, which take place next week. Find out how to book your place here. There are also updates from the Brand Partner Portal and Technology & Core Infrastructure projects, including how the Brand Partner Portal can integrate with Partner websites and I&A services.

We’ve also created an email update with the latest news on Charitylog User Groups which may be of interest. If you would like to sign up for this, or any other newsletters from Age UK, you can do so via this signup form.

New Updates on the Network Infrastructure Hub! 

Check out the latest updates on our infrastructure work on the Network Infrastructure Hub.

Check out the latest updates on the Network Infrastructure Programme! This month, there’s an update on the Salesforce platform, which has started implementation projects with a further six Brand Partners – click here to find out more. Development of the Brand Partner Portal continues to support its four main functions: Website Integration, I&A Integration, Quality Assurance Framework, and Organisational Information. More about these functions and how they can help brand partners, is available here.

We’ve also created an email update with the latest news on Charitylog User Groups which may be of interest. If you would like to sign up for this, or any other newsletters from Age UK, you can do so via this signup form.

Reminder: Microsoft Dynamics 365 webinars 8-9 February – book your place now! 

A quick reminder from the Network Infrastructure Team to book your place at this week’s webinars from TES, who provide the Microsoft Dynamics Business Central 365 Finance System.

A quick reminder that there’s still time to book your place for this week’s webinars from TES, the provider we are working with on to deliver the Microsoft Dynamics Business Central 365 finance system. Sessions include: Deep Dive Into CRM; Deep Dive into Business Central; Deep Dive into Reporting; IT System Risk Mitigation; Document Capture and Expense Management with Continia; The New Way to Manage Your Platform; and Tech for Social Impact. Click here to view the full agenda

New Updates on the Network Infrastructure Hub! 

Check out the latest updates on our infrastructure work on the Network Infrastructure Hub.

Check out the latest updates on the Network Infrastructure Programme! This month’s update includes Charitylog user group summaries, the updated user guide, training session recordings, and details on how to sign up for communications from Dizions. There’s also news on the Brand Partner Portal, with improvements to the preview function to show updates more quickly, plus details on how partners are getting their services, events and shop information ready to go live. Lastly there’s an update on the upcoming Microsoft Dynamics 365 webinar sessions from TES, who are the Microsoft Partner we are working with on the Microsoft Dynamics Business Central 365 finance system.  

We’ve also created an email update with the latest news on Charitylog User Groups which may be of interest. If you would like to sign up for this, or any other newsletters from Age UK, you can do so via this signup form.

New Updates on the Network Infrastructure Hub! 

Check out the latest updates to our infrastructure work on the Network Infrastructure Hub.

Check out the latest updates on the Network Infrastructure Programme, including: upcoming Charitylog user group sessions and the recently updated user guide; progress and plans for the implementation and development of the Salesforce solution; and the next TES Customer Day for the Microsoft Dynamics Business Central 365 finance system.

New Updates on the Network Infrastructure Hub! 

Check out the latest updates to our infrastructure work on the Network Infrastructure Hub.

Check out the latest updates on the Network Infrastructure Programme, including upcoming Charitylog training dates and how the new ‘Innovation Hub’ is enabling partners to shape developments in the Salesforce solution. You can also find out about new options to collaborate and share project and ongoing costs for the Microsoft Dynamics Business Central 365 finance system – including the latest Partners to adopted it, plus your invitation to the TES Customer Day.

New Updates on the Network Infrastructure Hub! 

There’s a whole host of recent updates to the Network Infrastructure Hub, including some upcoming events – take a look at all the changes below.

Check out the latest updates on the Network Infrastructure Programme, including: how Partners are utilising Salesforce (plus a short demo video); new Charitylog training dates and an overview of the recent user groups; an invitation for Partners to adopt the Microsoft Dynamics Business Central 365 finance system plus a new trial environment; and an update on the Brand Partner Portal rollout.

Brand Partner Portal update: A summary of the 3 webinars and a reminder to sign up for the rollout

This Brand Partner Portal update gives a summary of our three recently held webinars, along with their recordings, and explains how you can prepare for the upcoming rollout.

We recently held 3 comprehensive webinars for Age UK Partners to find out how you will use the Brand Partner Portal, how it integrates into your websites, and what you need to do in preparing for your upcoming rollout. If you haven’t already, we encourage you to request your login details and sign up to your preferred rollout window. Read on to see what we covered in each webinar, watch the recordings, and find out how you can sign up to your preferred rollout window.

First Webinar – Introduction to the Brand Partner Portal

In this first webinar, the team demonstrated the portal, talked you through each stage of the onboarding process and the individual website deployments across the network.

What was covered?
  • Introduction
  • Current Status of the websites
  • The Tool – Brand Partner Portal
  • Outcome – Integrated websites
  • Rollout process
  • Next steps
  • Resources and support available
  • Q&A

Second Webinar – The Step-by-Step Journey of Using the Portal

At the second webinar, we refreshed on the first webinar and the integration of your current website with the portal, demonstrated the journey of using the portal, and allowed ample time for questions which were all answered before conclusion.

What was covered?
  • Introduction
  • Step-by-step journey for information entry
  • Other Portal areas
    1. I&A Integration
    2. Quality Assurance Framework
  • Q&A

Third Webinar – Rationalising your Data ready for the Portal

At the recent third and final webinar before the rollout, we focused on providing you with all the resources and information for your deployment process. There was an outline and introduction to all the teams you will work with at each part of the deployment process.

What was covered?
  • Introduction 
  • Process
    • Portal Access (User Logins & Sprint Window Selection)
    • Content (Content Check, Amendments & Sign-off)
    • Website (Portal/ Website Integration – Live)
  • Resources
  • Next Steps
  • Q&A

What to do now

To get your Brand Partner Portal access, please email portalaccess@ageuk.org.uk to get a log in and sign up to one of the 4 Sprint windows for the Portal (below).

These 4 rollout windows will run:
  • September 2021 – October 2021
  • December 2021 – January 2022
  • March 2022 – April 2022
  • June 2022 – July 2022

Guides and Resources

The Digital Hub is the home for all the guidance and information on using the portal and website, we will continue updating it to make it relevant to your needs.