As dedicated as you are to maximising the power of your data and relationships to drive your charity’s mission forward.

Whether you are starting out on your CRM journey or looking to rationalise, improve and integrate your current solutions, Sara can help. She will learn about your charity, analyse your needs, review your processes, offer advice and guidance and provide the critical friend challenge that you need to achieve the best possible outcome.

Getting a grip

With over 20 years’ experience of designing, developing and implementing CRM solutions, Sara is an IT professional with experience in fundraising, grantmaking, box office/event ticketing and membership across the not-for-profit, arts and cultural, and higher education sectors. Sara is particularly skilled in helping clients get the most out of their database systems and can help with all aspects of system selection and implementation.

Tackling the hard stuff

No problem too knotty, no data too dirty, no plans too wild! Sara is never happier than when taking on the harder aspects of choosing and implementing a new system. What features to prioritise? Do we need it now/in the future? What data to keep/discard? Big bang or phased approach? How to ensure adoption? How to maximise ROI? How to deliver benefit to our clients/supporters/service users?

Drawing on real-life experience, Sara can help to iron out your problems, rationalise and reorganise your data, design achievable, goal-oriented plans and …

Building beautiful solutions

… build a beautiful CRM solution. As a certified partner since 2022, Sara has a deep understanding of the Beacon CRM system and how to configure it to give you the beauty of a bespoke solution within the framework of the standard product. Your solution will be understandable, supportable and future-proof. Working together with other systems, such as your direct mail provider, your website, your accounting software and other fundraising platforms, your Beacon CRM can become an integral part of your fundraising, audience/supporter engagement, service delivery and operational strategies, delivering you the benefits of teamwork and efficiency every day.

Sara also works regularly with a network of other professionals and can draw on specialist support in areas such as data protection/GDPR, audience engagement strategy and planning, front of house/visitor attraction management and planning.

Get in touch

Please get in touch to learn more.