Find The Right Person To Manage Your Database

Find The Right Person to Manage Your Database While every staff member may be trained to use your system, a small business or nonprofit needs someone who is also adept at reporting, importing, managing integrations, and training new staff. That person might already be [...]

Find The Right Person To Manage Your Database

Training Staff On New CRM

Do you want a new CRM or donor database but worry about getting staff trained? When I work with clients, I ask about their requirements, workflows, pain points, integrations, reporting, segmentation, budget, and planned growth. All of those are important in choosing the right [...]

Training Staff On New CRM

Eliminate Pain Points

Eliminate Pain Points For your business or nonprofit, it’s important to eliminate pain points that occur at the staff or task level. Pain points are the bottlenecks and frustrations you may have with your current workflow that create data quality issues or allow activities [...]

Eliminate Pain Points

Make Your Database Work For You

Make your database work for you Better data management will give you more time to develop your small business or nonprofit. It’s the beginning of the year and a great time to audit your systems and decide if you need to update them. As [...]

Make Your Database Work For You

The Best CRMs For Small Businesses

The Best CRMs For Small Business How to find the right balance between cost and features. Having a CRM to manage your business and customers is ideal, but it needs to fit within your budget and have the features you need to be effective and efficient.  If [...]

The Best CRMs For Small Businesses

Get the Most Out Of Your Systems

Get the Most Out Of Your Systems Are you getting the most out of your systems so you can focus on developing your organization? When I help non-profits and small businesses, I find that they either have a system they’re not comfortable using or they don’t have [...]

Get the Most Out Of Your Systems

What Is Quickbase?

What Is Quickbase? Quickbase is a database builder that can be used as a CRM, a project management tool, or to collect and track any data. Quickbase can be whatever you want it to be to help streamline business processes. You can start from scratch and build [...]

What Is Quickbase?

What Does It Mean To Be Salesforce Certified?

What Does It Mean To Be Salesforce Certified? Salesforce is a Customer Relationship Management (CRM) system that allows businesses and non-profits to manage virtually anything about their customers and donors, respectively. I am a certified administrator which means I can automate complex business processes, create reports, dashboards, [...]

What Does It Mean To Be Salesforce Certified?
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