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CRM & Data Projects.
Your charity in safe hands

GDPR
Support

If you run a small business that deals with peoples details, I can help you build the trust you deserve.

 

I offer a range of affordable options with a  straightforward approach to GDPR.

Salesforce 

for Charities

Salesforce offer free licences to charities, but their CRM tools need to be configured.

This is my passion.

I can create you a streamlined Salesforce org that supports your charity's goals without costing you the earth.

Project 

Management

I have over 22 years project management experience so can help you run projects that deliver.

Whether you need a hands on project manager or project guidance and support,  I can tailor my support to make your projects successful.

About Me

About Me

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Hi. I'm Vicky!

 

I'm passionate about helping charities succeed with systems and data. Often described as 'a safe pair of hands', I work as an extension to your team. I'm a skilled systems analyst and project manager. I can help you scope and run successful IT projects. I can deliver Salesforce, and integrated solutions, that make a difference to the way you do your great work.

I specialise in solutions for donor stewardship and stakeholder engagement, audience segmentation and email marketing. I build Salesforce customisations to streamline donation processing and bespoke Salesforce Apps to support service delivery. I have extensive experience building policies and solutions for GDPR and PECR compliance.

With over 25 years experience delivering IT projects in the commercial and charity sectors, I take a practical approach and I demystify jargon to help you deliver projects and solutions that align to your charity goals - in the simplest and most affordable way possible.

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Project 

Genie?

Glass Buildings
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Susie Harris

Hello Social Media

From the moment I started talking with Vicky, I knew she was the right match to help me push my business forward. She is honest and straight talking, plus with her extensive Project Management experience she has a vast amount of knowledge that she is happy to share, she makes the trickiest of topics easy to digest. Project Genie gets a 5 star recommendation from me!

Testimonials

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Miriam Northgate
Malaria No More UK

Vicky joined us part way through our migration from Raiser's Edge to Salesforce.

Vicky has been expert at managing our data migration and implementation across our not-for-profit organisation.  Vicky patiently guided us through the process – bringing us all on board and helping us understand the best ways to use Salesforce in all aspects of our stakeholder management, data usage and donation processing. I have no hesitation in recommending Vicky for these projects. She has a great personality too and very easy to bring on board. Vicky is helpful and reliable and a safe pair of hands

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Caroline Arthur

Wedding Dress Designer

Vicky was so helpful when I approached her to help with GDPR compliance for my small bridal business. She was patient, thorough, and provided clarity at every step of the process. Great communication skills and reassuringly experienced - I wouldn't hesitate to recommend.

Testimonials
Contact

 

Contact Me

vicky@projectgenie.co.uk

07813 879 258

Thanks for your message. I will be in touch shortly.

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