Lynn Margherio, Founder, Cradles to Crayons
“Civic engagement drives our business model. A strong CRM platform is an essential component of effective engagement. Beth has been a key partner with us in building that engine on Salesforce. She brings vision, strategy, and a strong ability to understand and translate our business requirements into effective solutions that work for our current needs and position us well for the future.
Michael Norris, Executive Director, Art-Reach
Beth has boldly steered us from a cumbersome paper-based system towards embracing Salesforce as a comprehensive business tool and CRM. She has been instrumental in helping us streamline our internal processes while keeping our nonprofit mission front and center. All that, plus great humor and personality and a real passion for the nonprofit sector. It’s truly been a pleasure working with her.
Kathy Fagan, Director of Community Outreach, Cradles to Crayons
…For our Salesforce/Web integration project, Beth was translator, resource guide, and bridge builderto the designers. Through it all, she kept us organized and on course…with a clear map of our goals and objectives and how to get there. Best of all, she helped us customize Salesforce as our CRM tool. It’s a dramatic time saver that takes us to the next level in connecting with donors and volunteers.
Cecilia Denning, Action Resources International
I really enjoy working with Beth. She really listens. She’s direct, clear, and very good at translating ‘tech talk,’ then connecting the dots so I have a clear picture of what technology I need and how it all works together.
Kathy Seasholtz, VP of Development & Communications, Clarifi (f/k/a CCCSDV)
Beth was engaged to work with CCCSDV in building out its SalesForce program. She was able to interview, analyze and implement an expansion of the program to meet the needs of multiple groups depending upon SalesForce for tracking and reporting data. She worked with various members of the team and helped reached compromises to meet the needs of all. Not an easy task. She then worked with the programmer to implement in a timely and efficient manner. She was thorough and organized. I would highly recommend Beth as a project manager and consultant.