As organizations scale, it's vital to develop systems and processes that allow for rapid growth. In most cases, these workflows involve marketing software, such as automations, CRM systems, project management, etc. I'm an expert in a wide variety of tech tools, and can consult on best practices or implement systems design in:
Zoho CRM • Zendesk Sell (formerly Base) • Salesforce • Airtable • Monday • Zapier • Asana • Trello • Typeform • and more
Change Research, a political tech company, was previously tracking deals in Zoho CRM. Zoho wasn't meeting their needs, so I architected a CRM redesign in Zendesk Sell, including sophisticated Zapier integrations with other tools like Slack, Asana, Typeform, and more.
Zoho CRM • Zendesk Sell (formerly Base) • Zapier • Asana • Typeform
Harvard Forward, an advocacy campaign to elect recent alumni to Harvard's Board of Overseers, needed a streamlined database system to manage their supporter network. I developed a workflow in Airtable to welcome subscribers and collect other key data points (event attendance, donations) with maximum automation via Zapier.
Airtable • Zapier
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