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Archives: September 2007
28 September 2007, by , in Gartner CRM Summit 2007, No comments
Other posts on the Cartner CRM Summit 2007 can be found here. Now that I've discussed all the take-aways from the...
27 September 2007, by , in Gartner CRM Summit 2007, No comments
Other posts on the Gartner CRM Summit 2007 can be found here. One of the Gartner presenters made the point that...
26 September 2007, by , in Gartner CRM Summit 2007, 3 comments
Note: This post is especially for Ben Martin. ;-) Other posts on the Cartner CRM Summit 2007 can be found here. Paul...
25 September 2007, by , in Gartner CRM Summit 2007, No comments
Other posts on the Gartner CRM Summit 2007 can be found here. One of the Gartner presenters identified three areas where...
24 September 2007, by , in Gartner CRM Summit 2007, No comments
Other posts on the Cartner CRM Summit 2007 can be found here. A prediction from the Gartner conference: Up to 25%...
21 September 2007, by , in Rants and Kudos, 1 comment
A client of mine asked her vendor to make a fix to their database. After making the fix, the vendor...
20 September 2007, by , in Gartner CRM Summit 2007, No comments
Other posts on the Gartner CRM Summit 2007 can be found here. According to one of the speakers during the Summit,...
19 September 2007, by , in Gartner CRM Summit 2007, No comments
These next several posts will focus on issues raised during the Gartner CRM Conference Summit 2007 which I think are...
17 September 2007, by , in Data Management, No comments
I'm attending the Gartner Customer Relationship Management Summit in beautiful Ft. Lauderdale for the next three days. Among other things,...
12 September 2007, by , in Data Management, No comments
Kristine Metter at AcademyHealth has been working with her staff as they go live with a new association management system....

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Testimonials

“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

“We came to Wes because we were very frustrated with our existing AMS and we wanted to improve our capabilities as soon as practicable. Wes very quickly helped us through a process of identifying our needs, identifying potential vendors, and selecting a new system that we’ll be able to move into very quickly. I especially appreciated Wes’s candor about our processes as well as the systems we were looking at. He was a great resource to have in a period of high anxiety for our organization. I would highly recommend Wes for any similar project.”

Jack Chiasson, CMP Executive Director
National Association of Life Brokerage Agencies

“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

Mary Pat Paris
International Registration Plan

“This is the second database implementation we’ve done since I have been at Western Arts Alliance (WAA). The first I did on my own. This time we engaged Wes Trochlil as our database planning consultant. Let me tell you, this process is a whole lot easier having Wes on your team! For a small association like WAA, it’s tempting for board and EDs to question the justification and expense of a database planning consultant. But it’s the small associations that need Effective Database Management the most. Wes strengthened our planning process, clarified our needs requirements, helped us steer around solutions that couldn’t meet our objectives, and saved us money in the long haul.”

Tim Wilson, Executive Director
Western Arts Alliance

Tim Wilson
Western Arts Alliance