Success isn’t a new system. It’s what changes for your mission.

Q: What is the Cirrico Align Model?

A method that connects a charity’s mission to measurable success and to the delivery work itself, through a chain of mission, outcomes, success goals, measures and work - so investment decisions, priorities and progress are all judged against outcomes.

Q: Do you work project by project?

No. We structure partnerships: a paid Discovery and Planning engagement first, then focused programmes over a typical three year horizon, with our Managed Service and your Delivery Manager embedded from day one, all measured against agreed success goals.

Q: How do you measure success?

Through Delivery Success Goals: a short set of quantified goals per function, agreed with you in workshops and reviewed at Steering Group throughout the partnership.

Most Salesforce partners cover the mission at the top and the implementation at the bottom, and skip the middle. The middle - the thread that connects your mission to measurable outcomes and to the work itself - is where investments succeed or quietly fail. That thread is our specialism.

What we hear

Sound familiar?

“It’s not integrated with our website, so there’s a manual upload that has to be done every week.”

“With our current Excel spreadsheet, I’m not breaking data down to the granular level that people really ask for.”

“I need it to work from an insight point of view - easier than downloading everything from the system to try and figure out what I’m looking at.”

“We know the data’s not synchronised… there’s always that fear that it’s going to go to somebody who complains.”

“I want to be able to talk in a more meaningful way about what’s actually happening in the community - and right now, I can’t do that.”

“There’s a lot that we as an organisation could be using Salesforce for that we aren’t.”

Real words from charity leaders we have spoken with, anonymised.

If any of those sound familiar, this page explains how we work differently - and the first step costs you a conversation, not a commitment.

A diverse team collaborating around a shared table

What makes our approach different?

Five principles run through everything we do.

We start with organisational outcomes - your mission, context and pressures, never features.

We think in partnerships, not projects.

We design for adaptability, integration and insight.

We treat Salesforce as a core organisational platform, not a database.

We focus on adoption, governance and measurable value throughout.

The Cirrico Align Model: from mission to measurable

The Cirrico Align Model is our published method for connecting what you already have. Most charities know their mission and have a theory of change; what is usually missing is the line from there to the platform that runs the organisation. Align builds that line as a simple chain: mission, outcomes, success goals, measures, work. We do not impose goals you do not recognise - we make a slice of what you have already named measurable, and draw the thread down to the work. The result: a shared definition of success, an objective way to prioritise, and a clear point at which work is done. It is also why board proposals get signed - because they finally carry measurable outcomes.

Mission

Why you exist

Outcomes

The change you seek

Success Goals

What good looks like, quantified

Measures

How we know

Work

What we build and run

The Align Portal: the thread, always visible

Every Cirrico partnership includes the Cirrico Align Portal. It holds your mission, outcomes, success goals, measures and work in one place, so your team and ours steer against the same picture - during delivery and long after go live. It is included in every Cirrico partnership.

The thread in practice - Age UK

Mission: no one should have no one. Outcome: older people supported consistently wherever they live. Success goal: local partners delivering services on one shared platform. Measure: over 120 local Age UK partners on one platform, with 1,800 calls a month handled person-first in one branch alone. Work: a multi-year partnership across the national network.

Two Cirrico consultants mapping a charity’s processes on a whiteboard during a Discovery and Planning workshop.

Delivery Success Goals: what good looks like, agreed

Every engagement carries a short set of quantified goals per function - fundraising and marketing, programme delivery, volunteering, membership, grant making, supporter care and more - workshopped with your team, then reviewed together at Steering Group. They are how we steer, and how you hold us to account. They are a key output of Discovery and Planning - so you leave the very first engagement with success already defined.

The Cirrico team collaborating around a meeting table

How a partnership is structured

Programmes accelerate change in focused blocks. Discovery and Planning comes first, and the first programme starts immediately after it, with a first go live within three months. Most partnerships run two or three programmes a year, often organised by use case. Our Managed Service runs alongside from day one - your Delivery Manager is embedded in every programme, carrying issues, administration, ideas and governance throughout - and continues far beyond each go live. Progress is measured against your outcomes throughout, and a named member of our team owns your mission result.

Programmes accelerate change in focused blocks. Discovery and Planning comes first, and the first programme starts immediately after it, with a first go live within three months. Most partnerships run two or three programmes a year, often organised by use case. A Managed Service provides continuity between and beyond them: issues, administration, ideas and governance. Progress is measured against your outcomes throughout, and a named member of our team owns your mission result.

FIRST STEP

Discovery and Planning

Fundraising and supporter care

Go live

Service delivery and case management

Go live

Finance and operations

Go live

Integrations and data

Go live

Member and community portals

Go live

Extending Agentforce agents

Go live

Volunteering and events

Go live

Impact and reporting

Go live

First go live - value within three months

Year one

Every department on Salesforce

Year two

Extend use cases and capability

Year three

The full mission, measured

Agentforce agents built into every programme, from the first go live

Adoption and training woven through every programme

Managed Service provides continuity across all three years

Your Delivery Manager - from day one

Steering Group reviews against your success goals

FIRST STEP

Discovery and Planning

Fundraising and supporter care

Go live

Service delivery and case management

Go live

Finance and operations

Go live

Integrations and data

Go live

Member and community portals

Go live

Extending Agentforce agents

Go live

Volunteering and events

Go live

Impact and reporting

Go live

First go live - value within three months

Year one

Every department on Salesforce

Year two

Extend use cases and capability

Year three

The full mission, measured

Agentforce agents built into every programme, from the first go live

Adoption and training woven through every programme

Managed Service provides continuity across all three years

Your Delivery Manager - from day one

Steering Group reviews against your success goals

FIRST STEP

Discovery and Planning

Fundraising and supporter care

Go live

Service delivery and case management

Go live

Finance and operations

Go live

Integrations and data

Go live

Member and community portals

Go live

Extending Agentforce agents

Go live

Volunteering and events

Go live

Impact and reporting

Go live

First go live - value within three months

Year one

Every department on Salesforce

Year two

Extend use cases and capability

Year three

The full mission, measured

Agentforce agents built into every programme, from the first go live

Adoption and training woven through every programme

Managed Service provides continuity across all three years

Your Delivery Manager - from day one

Steering Group reviews against your success goals

Who you’ll work with

A partnership is only as good as the people in it. These are the senior team members who own each stage of yours - not a rotating cast, but named people accountable to your outcomes from the first conversation onwards.