Our Services
At Virtual Blue Bird, we help businesses and charities unlock the full potential of their data.
We specialise in data migration, data management, and CRM implementation for nonprofit organisations, helping you and your company move confidently from outdated systems to smarter, more connected ways of working.
Since our services vary with your requirements, our approach is to first learn everything about your business. We can then provide an action plan and implement the required tasks to support reaching your goals. Our bespoke data services are made especially for you and your business.
We aim to provide a unique solution for your problems and guide you through every step based on our own best practices. We work very hard to ensure that our clients achieve the results that they want. We are here to support you 100% in everyday life, be it professional or private.
Data Integrity and Migration
Organisations that are relying on outdated or inconsistent data can limit their decision-making and effective operations. Upgrading systems and consolidating platforms can be a daunting and difficult task. But switching systems doesn’t mean losing vital information. Virtual Blue Bird's data migration service manages the secure transfer of your existing business data — including contacts, leads, accounts, interactions and more — from legacy systems into your new CRM.
This service includes:
- Data Hygiene Audit: Producing detailed reports to identify duplicates and inconsistencies in existing data before migration. This provides a clear roadmap for clients to cleanse their data.
- Strategic Data Mapping: Defining how legacy information relates to the new Dynamics 365 structure to ensure no critical data is lost.
- Precision Data Import: Executing the migration of historical records from CSV files, Excel files, or SQL databases into the new environment with validated data maps.
One of our specialisms is providing data migration for charities.
Discovery and Strategic Planning Services
Our discovery services help your charity or business understand the current operational landscape and define an actionable plan for future growth. These services act as the foundation for transformation and ensure that your goals are grounded in data and stakeholder input.
These services include:
- Stakeholder Requirements Gathering: Engaging with charity teams (comms, finance, development, grant-making, volunteers, etc.) to ensure the system meets real-world business needs.
- Building surveys and collecting feedback from charity teams.
- Process Maps and Flow Charts: Converting complex discovery and scoping session notes into clear process diagrams to validate the proposed system architecture before the build begins.
- Scope of Work (SoW) Documentation: Delivering a comprehensive technical and administrative specification to ensure transparency and project alignment.
CRM Implementation and Optimisation
If you are struggling with fragmented customer data, inefficient sales processes, or a CRM that doesn’t support business growth, we're here to help. Virtual Blue Bird's CRM implementation and consultancy services helps businesses choose, design, and deploy the right customer relationship management system for their goals.
We begin with a detailed assessment of your current processes and objectives, then recommend the ideal CRM platform and configuration tailored to your workflows. From planning and system setup to integrations and user adoption strategies, we will guide you through every step to ensure your CRM becomes a tool your team actually uses to drive sales, improve customer engagement, and streamline operations. We also offer expert guidance on best practices, workflow optimisation, and reporting set-ups to maximise return on your CRM investment.
This service includes:
- Bespoke Customisation: Tailoring the Dataverse with custom tables, columns, and forms specific to charity operations (e.g., Grant tracking, Donation Gift Aid, Volunteer management).
- Workflow Optimisation: Modernising manual processes (like spreadsheet-based tracking) into automated cloud-based workflows within the Sales or Customer Service hubs.
Implementation and Training
While our team works on optimising your company and handling your data, having an eye on the future of the business is key. This is why we also offer training materials for all the processes that are being introduced to streamline the company. This service includes:
- Custom Training Materials: Producing role-specific guides and training manuals to
ensure high user adoption across different departments. - Post-implementation Documentation: Producing summary reports and guides for teams to help them start using the new system after the implementation.
Database Management
Fast access to well-maintained client data can be a competitive advantage of your business and can put you ahead of the competition.
By mandating Virtual Blue Bird to manage your client database we will support you with the following:
- Design and set-up of a client-database, which will be integrated into your existing IT-systems
- The input of data sets
- Elimination of redundant/outdated data-sets
- Location and completion of missing data
- Ongoing optimisation of existing client databases
Ready to find out more?
Get in touch today to find out how we can help you!