As Executive Manager at Medical Education Leaders UK, I was responsible for procuring a new CRM to replace our very old database which was outdated, difficult to use and no longer fit for purpose.
We were partnered with Rob Kearns who listened carefully to how our very complicated previous systems and processes worked. He took time to understand our organisation and most importantly focused on our people and how to best serve their needs. Rob offered practical advice and helped us to make decisions about what would work best for us. Rob has produced a CRM system with a great user-interface, that is intuitive, has improved our efficiency and streamlined our processes. Rob has been invaluable and integral to the success of our new CRM. He was super responsive and ready to assist whenever we needed his help, his patience and ability to translate and tailor our needs has been truly exceptional.
Switching to Beacon with Rob’s help has transformed our organisation, I cannot recommend him and Beacon highly enough.
Anita Rodgers – Executive Manager
Rob built our Beacon CRM methodically and efficiently, taking great care and attention to detail over the creation of multifaceted forms and record types relevant to NCO’s often complex child membership set up including sensitivity of data and safeguarding needs. He worked to ascertain a detailed understanding of the balance of our organisational needs, field quotas and with future proofing in mind before smoothly and helpfully handing over administration of the system to a permanent staff member. We couldn’t have done it without him and would thoroughly recommend working with Rob on similar digital and CRM projects
Becky Cresswell – Communications Director
We worked with Rob on implementing a new CRM for not just one, but two charities, each with a multitude of complexities outside of the basic Beacon scope. We were absolutely thrilled with the service from start to finish. Rob took the time not only to discover our needs for the project but also to understand our internal resources and how best to utilise these to complement a seamless product implementation. He went above and beyond at each step to help iron out any issues we had and to answer questions. We are extremely happy with the end result and all enjoying the benefits of a much more organised CRM.
Eilidh Muir – Fundraising Manager
Having done some research on the many CRMs out there, we eventually decided to go with Beacon. We were partnered with Rob Kearns who took great care to understand that being both a charity and a youth orchestra, we needed Beacon to be configured appropriately for all our needs, from processing applications from musicians to join the orchestra to tracking funding applications to grants and foundations. He was very organised and methodical in his approach, gathering the information he needed from us first in order to set us up from scratch. He helped me to make decisions about what would work best for us and I couldn’t have set it up without his expert guidance, endless practical advice and willingness to get it exactly right for us.
Although early days, we are already feeling the benefits of being with Beacon with information at our fingertips and a much more efficient, streamlined and altogether better way of operating.
Wendy Elliott – General Manager
The introduction of the Beacon CRM system has been a game-changer for NYOS, significantly enhancing our ability to manage data securely and efficiently. It has streamlined processes, reduced paperwork, and enabled the safe sharing of participant records with freelance staff during residential courses, improving both the accuracy and security of student data. This innovation represents a major leap forward in safeguarding sensitive information, boosting operational efficiency, and strengthening our donor engagement.
The setup process was made remarkably straightforward thanks to the outstanding support and guidance we received from Rob Kearns. He was incredibly responsive to our questions, taking the time to thoroughly understand our unique processes and projects. Rob ensured that Beacon was tailored to our needs, optimising its functionality for our organisation. He provided online sessions, email support, and recorded training resources, all of which have proven invaluable to our team.
Rob’s approach was a breath of fresh air. His dedication and expertise have empowered us to maximise the potential of Beacon, making it a truly worthwhile investment.
Karen Smith – Head of Finance and Administration
Who We’ve Worked With
We are a Beacon Certified Partner
