Testimonial from:
Abby Adams, Executive Director
"Meredith Curry Consulting has been very instrumental in bring Determined To Succeed data systems and capacity up to 21st century standards. Most importantly, she has patiently trained staff to be able to take advantage of the systems. This has increased staff’s capacity and efficiency to collect the data that we need."
Abby Adams, Executive Director
"Meredith Curry Consulting has been very instrumental in bring Determined To Succeed data systems and capacity up to 21st century standards. Most importantly, she has patiently trained staff to be able to take advantage of the systems. This has increased staff’s capacity and efficiency to collect the data that we need."
Work completed for Determined to Succeed:
- Transition from Nonprofit Starter Pack to Enterprise Edition.
- Customization of standard objects.
- Creation of custom objects.
- Profile and user management.
Testimonial from:
Heidi Johnson, Executive Director
"Meredith Curry has transformed our non-profit organization. Her ability to access a business’s needs, structure and organizational flow is a gift. Meredith has re-invigorated our 32-year-old organization by creating systems in Salesforce that change the way we work, for the better!
TACSC will continue to grow and thrive with Meredith’s expert guidance and understanding of our business."
Heidi Johnson, Executive Director
"Meredith Curry has transformed our non-profit organization. Her ability to access a business’s needs, structure and organizational flow is a gift. Meredith has re-invigorated our 32-year-old organization by creating systems in Salesforce that change the way we work, for the better!
TACSC will continue to grow and thrive with Meredith’s expert guidance and understanding of our business."
Work completed for TACSC:
- Import of data from excel to Salesforce.
- Customization of standard objects.
- Creation of custom objects.
- Installation of third-party applications (Mass Update/Edit/Delete, SDocs, etc.).
Testimonial from:
Xochiltl Bravo, Executive Director
"Thanks to Meredith, our nonprofit has made major improvements in the way we operate. Creating and customizing our Salesforce database to meet our organization’s needs was a lot easier thanks to Meredith! Her experience in nonprofit management combined with her expertise in database management and customization really helped make it a home run for us. She spoke our language and was able to help us think about our database needs through the lens of a former nonprofit Executive Director and in terms of services, service delivery, clients, and outcomes…and not just simple database components. She worked through the processes with our team, provided training, created solutions for members to access when needed, and was always responsive to make adjustments as we learned of new needs. Meredith also ensured that our database was created so that, as our organization grows, we can easily make modifications to our applications to capture new data and services.
Urban Compass is operating smoothly and we love that our database now helps us track fundraising, donors, contacts, mailing lists, student profiles, family information, program attendance, school and academic reports, incidents and service referrals, community partners and resources, volunteer participation, and so much more!
Thank you Meredith for your attention to detail and great customer service!"
Work completed for Urban Compass:
- Import of data from excel to Salesforce.
- Customization of standard objects.
- Creation of custom objects.
- Installation of third-party applications (Mass Update/Edit/Delete, SDocs, etc.).
Testimonial from:
Alison De Lucca, Executive Director
"Meredith
has been an invaluable resource as we’ve built our Salesforce database. She is
one of the few people who can speak both “non-profit” and “data management” and
has deftly translated our non-profit needs into technical terms. She cares
deeply about her work, which renders her extremely responsive and supportive.
We are so grateful to Meredith for brining these skills to our sector!"
Work completed for Southern California College Access Network:
- Advising during Salesforce build by Taproot Foundation.
- Training on Salesforce Administration.
- Ongoing Salesforce administration.
