Developing Databases to Fit Clients' Needs
Specialised in customising Customer Relations Management (CRM) tools
Friends of Bude Sea Pool
Charity Manager/Membership & IT
Jan 2020 - present
Transitioned to new CRM: comprehensive data cleaning, new field development, exporting key stakeholder data
Form development: Membership, Donation, Contact Updates, Events Registration, Gift Aid, General Data Protection Regulation (GDPR) opt-ins
Identifying gaps in range of channels of communication and finding integrated or compatible and affordable solutions for the Charity
Japanese Garden Society
CRM consultant
Aug 2021 - Mar 2022
Advice of data migration and identifying specific named persons to undertake the transition
Development of data cleaning protocol, both prior and following migration, including how to categorise develop additional fields against which to filter
Strategic plan to ensure both comprehensive contact updates
Advice on how to broach increase of membership fees in the process of CRM transition
National charity, regional arm
CRM Consultant, SE Scotland
Prospective consultancy in 2022
Trouble shooting to maximise efficiency in data collection to allow time gained to be directed to pastoral support
Identifying and recommending customisable CRM features to respond to specific needs of Charity
Developing an initial trial with one regional arm with thought to extending across regions in Scotland and the UK
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