technology
Technology

See how David D. helped Thrive, The Alliance of Nonprofits for San Mateo County on a Tech Systems call

KS
Keirstan S.
Operations Coordinator
David D
David D.
Technology Consultant
Matched on
Jul 30, 2020
Saved
$552
Hours Given
2 Hours
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What did Thrive, The Alliance of Nonprofits for San Mateo County want to talk about?

I am looking for advice on how to select and set up the right database (CRM) for my organization. We are looking at ActiveCampaign and Hubspot and would like to better understand the difference.

Additional Context

We are a membership-based organization whose members are primarily organizations as well as some individuals, businesses, and foundations. For our current database, event registration, and campaign/email system we are using Constant Contact, Paperform, Zapier, spreadsheets, and Stripe to collect payments. We have approximately 6,000 contacts in our system.

Our needs: maintain members + somewhat engage new ones; do a better job distinguishing paid vs non members; view orgs and individuals and who they are associated with; main issue is double the work to use too many platforms/not being able to get quick data on things like participation at events (attendees on primarily Zoom).

Posted By
KS
Keirstan S.
Operations Coordinator
Final Product
Phone Consultation
Cause Areas
Community & Economic Development
Employment Services
Philanthropy & Capacity Building
Thrive, The Alliance of Nonprofits for San Mateo County
Redwood City, California, USA

What did David have to offer?

I am a technology consultant who helps small teams find more time and money to focus on their mission and goals.

Skills
Engineering
Information Technology
Experience
  • Experience with technical systems and ability to provide advice over the phone
David D
David D.
Technology Consultant
Franklin, TN, USA

What did they have to say?

To make the most of phone consults, background information is key. When I reached out to Keirstan, she not only summed up the situation in her own words via email, but she also provided me with other documents that helped me form a more complete picture of the needs of her team. This allowed us to have a more collaborative and productive conversation. Keirstan asked great questions and provided helpful clarifications where I needed them. She is thorough, professional, and I would happily work with her again.

David D

David D.

Technology Consultant

About Thrive, The Alliance of Nonprofits for San Mateo County

To support and promote a nonprofit sector that is a major contributor to the economic and social health of San Mateo County.
Fun Fact

Fun Fact

This is the 2nd project posted by Thrive, The Alliance of Nonprofits for San Mateo County.

Total Saved
$18,266

Check out David's total impact

David D has matched on 40 projects with 39 organizations so far!

Total Projects
40
Saved
$28,420
Time Given
115 hours
Member Since
March 2020
Skills Used
Communications
Digital Marketing
Engineering
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Causes Supported
Arts & Culture

Civil Rights

Community & Economic Development










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David D
David D.
Technology Consultant
Franklin, TN, USA

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