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.
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.
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.
Our relationships across charities, foundations and membership bodies reach decision-makers who do not always respond to outreach.
Board-ready investment proposals with the numbers, assumptions and level of effort, built with the customer.
Value lands early and is measured against agreed success goals, so our customers typically extend their Salesforce use year on year - proven, never pushed.
We work closely with a small group of Account Executives rather than thinly with many.
Networks that cannot see across their own data.
Age UK, services transformed across a national network.
The full funding lifecycle on one platform.
LightEn, £5 million in annual grants managed end to end.
Renewals, engagement and ageing membership systems.
Reach, member networks strengthened on one platform.
Fundraising alongside community programmes.
Street Soccer Scotland.
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
You
Introduce Cirrico, set the frame, and share the organisation and stakeholder picture.
Stay close - you are briefed before it starts and see key findings as they land.
Review the proposal before the customer does and join the playback call.
Quarterly reviews with us, co-selling future phases as the platform grows.
Cirrico
Lead the outcomes conversation - mission and priorities first, technology second.
Run the engagement and build the board-ready case, with honest clarity on scope and licences.
Write the proposal, run the playback with the customer, and manage to signature.
Deliver in focused blocks, run the Managed Service, and review progress against success goals at every Steering Group.
Your customer
Shares context, names decision-makers, signals readiness.
Leadership and stakeholders take part throughout.
Trustee and board review, budget approval, sign-off.
Teams trained and adopting, platform evolving year on year.
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
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
Mission-level results: what success looks like in three years, the anchor for everything we do.
A concrete picture of where the organisation wants to be, worked backwards from.
Salesforce as the platform the whole organisation runs on, never just a fundraising database.
Time saved, capacity freed, decisions improved and mission impact enabled, connected to board reporting.
This is the Cirrico Align Model in practice.
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.
Fast, searchable, nothing lost in email.
Customer stories, one-pagers and shareable resources, always current.
A regular rhythm on active accounts, qualification and next steps.
No ambiguity on fit, both teams focused on the right opportunities.
Every page, story and figure here is public and yours to use - in internal decks, account plans and directly with customers. If you need a logo file, a tailored slide or a customer reference call, ask and we will sort it.
Proof, filtered by sector and product.
More than 100 agent use cases, honestly labelled and filterable.
The four patterns with flagship stories.
How our pricing works, in the open.
The security and data protection answers that unblock decisions.
Honest answers your customer can read.
These are the people who will answer, not a partner alias.

Account Executive

Founder and Chief Executive Officer