Erik seamlessly blends technical expertise with emotional intelligence. He brings a high level of professionalism and delivers quality work on deadline – even tight deadlines. The trainings he provided were not only informative but fun. Our staff immediately identified him as a trusted and knowledgeable person who could understand their issues and quickly develop solutions. I would welcome the opportunity to work with Erik again!
- Rachel H., Vice President of Operations
I’ve worked with Erik for the past year on customization and adoption of Salesforce. Thanks to the work he’s done for us, we’ve moved from our inefficient system of tracking activities and contacts on multiple spreadsheets to streamlining everything into Salesforce. He also helped customize workflows, layouts, task tracking and dashboards. We have significantly cut down on the amount of time we spend reconciling updates, increased the accuracy of our information, been more adept at assigning and tracking tasks and are now able to gauge, real-time, where we are on reaching our fundraising goals. Using the CRM he helped us build, we just completed our most successful fundraising event to date, increasing revenue nearly 10% from the previous year. Even better, we were able to engage our board and staff in new and meaningful ways.
He is an expert at taking ideas and translating them into CRM solutions. And, he is also a great teacher. I love his position that he wants to empower us, as the users, to own the system. His goal is to teach us the skills to maintain our CRM with the knowledge that he is available if we’d like to work with him on modifications and improvements.
In addition to his technical skills, Erik is great to work with. He is very responsive, completes tasks on schedule and on budget. I look forward to working more with Erik as we continue to build out our CRM!
- Julie Q., Director