Technology and communications teams don't always see eye to eye, but when these two areas work together, beautiful things happen. There are many technological tools out there that can simplify and strengthen communications teams. I can help organizations find, choose, structure, set up, and being utilizing a variety of digital tools so marketing technology (martech) becomes an asset and a strength.
CRM Consulting
Your data is one of your organization’s most valuable assets. A CRM (client/constituent/customer relationship manager) is a tool to keep track of the relationships inside your organization. For-profit businesses use this to keep track of potential/current/past customers and clients. Nonprofits use CRMs to track donors, potential donors, volunteers, and partners.
I've used several CRM tools and can help you:
- Move away from utilizing many random spreadsheets and create a central "hub" for data
- Evaluate different CRM platforms and understand the pros and cons based on your organization's unique culture, contacts, and budget.
- Help you set up or restructure your CRM so it’s clean, organized, and usable
- Train your staff on the importance of a CRM and show how and why to capture and manage data
- Align your CRM with communication goals, fundraising, and outreach efforts
A CRM is not just a database—it’s a critical tool for any organization.
Email Marketing Strategy
Email is one of the most effective ways to reach audiences. However, segmentation is important if you want to see good open rates and engagement. I've worked with several email platforms and can help you:
- Understand and set up list segmentation for better targeting and open rates
- Design user journeys that increase audience understanding and engagement
- Learn how to send email campaigns at ideal times to the most engaged people
Do you have the right tool in place? Let's ensure your email strategy is clear and effective.
Project Management Systems
Strong, effective communication starts on the inside. External comms will only take you so far if your team isn't communicating well. There are several project management systems that can help you organize your work and centralize your communications. Like email marketing, the best project management software will depend in your organization's culture, team, and budget.
I help teams adopt and use project management platforms to:
- Organize and track workloads across the team
- Improve cross-functional collaboration
- Increase accountability and efficiency amongst the team
- Hit deadlines and deliverables
- Reduce confusion and bottlenecks
When teams know who is responsible for the work, when it's due, and what's next, there's less stress, moreclarity, and open communication.
Let’s Talk Tech
If you need a consultant to help get your team using technology to their advantage, let's chat!
