Working with Cirrico.

Working with Cirrico.

Working with Cirrico.

How we partner, what we look for, and how to make the most of our collaboration.

How we partner, what we look for, and how to make the most of our collaboration.

Partners for three years, not projects

Every Cirrico customer relationship is a three-year partnership. It starts with Discovery and Planning, then runs as focused Programmes with a Managed Service from day one, renewed annually - the next phase typically lands within twelve to eighteen months. We do not take on one-off projects, and we say so early, because a partnership is what makes the platform grow and the customer stay.

Why Account Executives work with us

Why Account Executives bring us in

Referrals both ways

We proactively introduce opportunities from our own customer base and sector network, and we expect to bring you in as often as you bring us in.

Doors that open

Our relationships across charities, foundations and membership bodies reach decision-makers who do not always respond to outreach.

Customers who stay and grow

Value lands early and is measured against agreed success goals, so our customers typically extend their Salesforce use year on year - proven, never pushed.

Depth over breadth

We work closely with a small group of Account Executives rather than thinly with many.

What makes a good referral

What makes a good referral

A mission-driven organisation with an executive team committed to using technology strategically

A Salesforce opportunity, existing or new logo - we help Salesforce win in the sector

Open to a three-year partnership rather than a quick fix

A budget horizon in view - we are happy to nurture

A fit with one of our four patterns

An identifiable executive sponsor who cares about outcomes

Who does what, at every stage

Explore

Proposal and sign-off

You

Explore

Introduce Cirrico, set the frame, and share the organisation and stakeholder picture.

Discovery and Planning

Stay close - you are briefed before it starts and see key findings as they land.

Proposal and sign-off

Review the proposal before the customer does and join the playback call.

Programme and Managed Service

Quarterly reviews with us, co-selling future phases as the platform grows.

Cirrico

Explore

Lead the outcomes conversation - mission and priorities first, technology second.

Discovery and Planning

Run the engagement and build the board-ready case, with honest clarity on scope and licences.

Proposal and sign-off

Write the proposal, run the playback with the customer, and manage to signature.

Programme and Managed Service

Deliver in focused blocks, run the Managed Service, and review progress against success goals at every Steering Group.

Your customer

Explore

Shares context, names decision-makers, signals readiness.

Discovery and Planning

Leadership and stakeholders take part throughout.

Proposal and sign-off

Trustee and board review, budget approval, sign-off.

Programme and Managed Service

Teams trained and adopting, platform evolving year on year.

How we frame the first conversation

Do

Start with the organisation’s mission and context

Ask about leadership-level priorities

Understand the stakeholder picture

Work down to the specific use case from context

Talk about a three-year vision

Do not

Lead with features or product capability

Dive straight into a single use case

Frame it as a licence sale or a short-term project

Skip the executive sponsor conversation

Speak our language

Organisational outcomes

Mission-level results: what success looks like in three years, the anchor for everything we do.

Future state

A concrete picture of where the organisation wants to be, worked backwards from.

Core organisational platform

Salesforce as the platform the whole organisation runs on, never just a fundraising database.

Value

Time saved, capacity freed, decisions improved and mission impact enabled, connected to board reporting.

This is the Cirrico Align Model in practice.

Spot a Nonprofit Success Pack customer?

The Nonprofit Success Pack has been feature-frozen since March 2023 - for every organisation on it the question is when to move, not whether. Flag them to us: Discovery and Planning includes a Migration Readiness Assessment that maps effort, risk and the right migration scenario, and current Salesforce migration incentives can strengthen the case - ask us.

How we work together day-to-day

A shared Slack channel

Fast, searchable, nothing lost in email.

A shared Google Drive folder

Customer stories, one-pagers and shareable resources, always current.

Quarterly account reviews

A regular rhythm on active accounts, qualification and next steps.

A shared qualification framework

No ambiguity on fit, both teams focused on the right opportunities.

Who picks up

These are the people who will answer, not a partner alias.

Raj Sitladin headshot

Raj Sitladin

Account Executive

Dan Blackwell

Founder and Chief Executive Officer

Ready to start your Salesforce journey with Cirrico?

Ready to start your Salesforce journey with Cirrico?

Ready to start your Salesforce journey with Cirrico?