Empowering Organizations with CRM & Ticketing Expertise

Our Services

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Our Services *

CRM & Ticketing System Selection Services:

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Implementation Support Services

Our CRM & Ticketing System Selection Services guide organizations through the complex process of choosing the right customer relationship management or ticketing system. We begin with a thorough assessment of your organization's needs, conduct extensive market research, and provide a detailed comparison of suitable options. Our expert team offers tailored recommendations, coordinates vendor demonstrations, and can even assist with contract negotiations, ensuring you select a system that aligns perfectly with your operational goals and budget.

Once you've chosen your CRM or ticketing system, our Implementation Support Services ensure a smooth transition and setup. We provide comprehensive project management, overseeing every aspect of the implementation process. This includes developing a data migration strategy, configuring the system to your specific requirements, and managing integrations with existing tools. Our team offers varying levels of support, from remote guidance to full on-site assistance, culminating in a carefully managed go-live process and post-implementation stabilization to minimize disruptions to your operations.


Staff Training Solutions

Effective system adoption relies on well-trained staff. Our Staff Training Solutions offer customized learning experiences designed to empower your team to utilize the new CRM or ticketing system confidently and efficiently. We develop tailored training materials, conduct live workshop sessions (virtual or in-person), and can even implement a train-the-trainer program for long-term knowledge retention within your organization. Our approach ensures that training is role-specific, addressing the unique needs of different departments and user levels.


Interim CRM Management Services

For organizations experiencing transitions or temporary staffing gaps, our Interim CRM Management Services provide continuity and expertise. We offer comprehensive system administration, including data maintenance, reporting and analytics, user support, and strategic optimization. Our interim managers ensure your CRM continues to function optimally, provide regular status updates, and work on knowledge transfer to your permanent staff, ensuring a seamless handover when the time comes.


Post-Implementation Support

Our commitment to your success extends well beyond the initial implementation. Our Post-Implementation Support services focus on ongoing system optimization and continuous improvement. We conduct regular system health checks, performance tuning, and user training updates. Our team stays abreast of emerging technologies, suggesting and implementing integrations that can further enhance your CRM or ticketing system's capabilities. With our support, your system evolves alongside your organization, consistently meeting your changing needs and maximizing your return on investment.

Schedule your appointment

Schedule your consultation today to leverage our expert insights and drive your business forward. Our dedicated team is ready to provide tailored solutions to meet your organization's unique needs.

A Visionary Nonprofit Technology Strategist

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With over a decade of transformative experience in the nonprofit and arts sectors, I bring a unique blend of technical expertise, strategic thinking, and mission-driven passion to CRM and ticketing solutions.

My Journey:

  • 15+ years navigating the intersection of technology and nonprofit impact

  • Proven track record of implementing innovative solutions across diverse organizations

  • Expert in CRM systems, donor management, and revenue optimization

  • Specialized experience with arts organizations, tribal commissions, and educational institutions

Key Strengths:

  • Strategic CRM and ticketing system implementation

  • Donor engagement and fundraising technology

  • Cross-functional team leadership

  • Technology solutions that drive organizational growth

Professional Highlights:

  • Development Director at Columbia River Inter-Tribal Fish Commission

  • Director of Development at Literary Arts

  • Ticketing Director for "Harry Potter and the Cursed Child" at Curran Theater

  • Extensive experience with several CRMs, ticketing platforms, and nonprofit tech ecosystems

My Mission: To empower organizations with transformative technology solutions that amplify their impact, streamline operations, and create meaningful connections with their communities.

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Contact Me

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