How?
CRMs & Donor Databases
By configuring CRM and donor systems to produce useful data analysis, workflows and effective methods for reaching out to customers and donors.
Websites & Board Portals
By creating websites in WordPress and designing portals for board directors. Here’s an example of a private board portal I can create for your organization.
Business Processes
By creating tools and manuals to update and maintain systems and streamline business processes.
Following are projects and certifications I’ve completed that give me expertise I can share with your organization.
CRMs & Donor Databases
I am a Salesforce Certified Administrator, have the Quickbase App Builder certification, and HubSpot’s Marketing Software and Sales Enablement certifications. I can also help you configure Zoho, Little Green Light, Donor Perfect, Bloomerang and the Salesforce/HubSpot integration app.
Websites & Board Portals
I have designed websites for new businesses, non-profits and added stores to clients’ existing websites.
I designed a template I can use to build your non-profit’s private portal where board directors can view meeting documents, minutes, upcoming events and organizational resources. Read my blog post about board portals here.
Business Processes
I created a process for a client to resolve audit deficiencies and helped expand the client’s manuals to align with the new procedures.
I produced manuals for governance, accounting, systems and software. I train and create manuals for my clients to maintain their websites and databases independently.
Testimonials
We use StarChapter for our website, CRM and email communications. Meg worked with StarChapter to put into place a new website template, presented our focus group with key design elements, created the content and then trained a board member to manage the website going forward. We appreciate everything Meg did and look forward to working with her in the future.
I really enjoyed working with Meg because she listened, understood what I wanted and created a website I love and is easy for potential clients to use. She’s pleasant, efficient, tech savvy and removed the stress around developing the website for my new business.
Meg is a pro. She knows Salesforce inside and out. She sees the bigger picture and she carries things through to the smallest level of detail, ensuring that all functions as it should. She listens very well, and works effectively with her clients to tailor Salesforce to the needs of their particular organization.
Meg helped us earn ‘Best in Class’ risk compliance certification with PDRMA. Assertive, team friendly and she gets things done – on-time, within budget.
Our club needed a new website and Meg quickly and effectively produced a top-notch one on WordPress. She kept us on a good schedule to deliver the product in a timely manner, providing prompts and alternatives as we designed the content. Meg thought of many things we didn’t even know we needed including her production of a manual so we can update and add to the site as needed. Thank you Meg for your excellent work.
