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Got Data? Is it working for you?

CRM, Point of Sale, Database Management and more

The Right Tools.

I help you find the right way to manage your data based on the data you want to collect and the way you work.


Prospect and customer data is powerful and needs to be treated with respect, but it’s often buried in several different locations. I can help you get it all in one place!


People change jobs, change emails, change phone numbers far more regularly than ever before. Companies are bought and sold and close. Your contact data is out of date quickly if you aren’t regularly cleaning it.

Data Mining

If you have a market you want to reach, you need someone to find contacts to contact.

Inventory Management

By Business Systems - CRM, POS, etc.

Data Management and Inventory Management are two of my favorite things. For me there is nothing better than a clean list!

In our family business, we managed thousands of SKU’s over four different markets. In the first 10 years we managed it manually. We then purchased and implemented a Point of Sale solution with integrated inventory management and accounting services and quickly found we had been missing a lot with our manual systems. The biggest thing we learned is how often strong-selling items were out of stock. As you know, you can’t sell what you don’t have.

While it’s not always easy for me to manage inventory systems remotely, I am able to clean up your data and help you make better use of the system you have. I enter and edit products directly in one client’s cloud-based POS system. For others with localized systems, I prepare the content for import based on the specifications required.

One client had made far too many categories, so the reports her POS was returning were too granular to be helpful. I worked with her to create category groups that made more sense and cleaned up her inventory data.

Sometimes there are side benefits, if you want to consider detecting theft a benefit. After setting up a new system for a client, one of her employees continued to sell items under the Miscellaneous product we created. This was created for that random situation where an item wouldn’t ring up properly under its barcode or ID. The new system allowed the client to discover this employee was using this method to skim money out of the till.

I am also well versed in e-commerce solutions.

Purchased Lists – Good or Bad?

By Data Management

I’ve worked with several clients who have acquired or purchased lists from brokers, partners and vendors. Sometimes they’re good, but usually they’re outdated. Sometimes they’re just bad. But there is usually some data that is helpful and can lead you to better information.

For these clients I have done everything from a thorough cleaning of data to spot-checks to a more automated check – using email cleaning tools to see if an email address is still valid, for example.

In other situations we have used these lists as a basis for developing a list. If you know the companies do match the market you are seeking, then the job entails validating that company still exists and finding contact information at that company for the job title you are looking to reach.

So is an acquired/purchased list good or bad? It all depends on what you plan to do with it! I’m here to make the best of it for you.

Making Your CRM Work for You

By Business Systems - CRM, POS, etc.

A client wanted to use a CRM that was not really meant for their industry, but it was part of a larger software piece they were selling so it was available for them to use at no extra charge. I mapped their sales and customer service processes and created workarounds so they were able to use the tool successfully.

Up and Running with CRM

By Business Systems - CRM, POS, etc., Data Management

Recently I worked with a company who was looking for a new CRM solution to manage their sales and services operations. I researched and presented several options to them, they selected Microsoft Dynamics CRM as an addition to Office 365.

After mapping their processes and incorporating best practices, I implemented their system, cleaned and imported all of their data and trained everyone. I stayed on until it appeared they had everything under control. During this time I created training videos for any new hires.