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

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

Little Green Light Is Big!

Little Green Light Is Big! Little Green Light is an ideal donor management system for non-profits, particularly small non-profits, who need to manage their donor information at a reasonable cost.  It has well designed and intuitive integrations with payment processors, QuickBooks Online, email marketing tools like MailChimp [...]

Little Green Light Is Big!

So You Want A New Website…

So You Want A New Website... Will it cost a lot and take forever to build? If you’re a small business owner, you know who your ideal customer is. And if you’ve been in business for awhile, you also know how to speak to potential customers about [...]

So You Want A New Website…

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?

Why Have A Board Portal?

Why Have A Board Portal? I was asked a great question today. Rather than having a board portal, why wouldn’t a non-profit just use Google Docs as a way to share documents with board directors? Google Docs and Dropbox are convenient for storing documents but can get [...]

Why Have A Board Portal?
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