Felicia Gilbert Terry
Principal Specialist @Nonprofit Software Specialists, Llc
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WORK HISTORY
Principal Specialist @Nonprofit Software Specialists, Llc
Nashville, TN, US
Work closely with multiple organizations and nonprofits at a time from the education, healthcare, arts and culture, human and service industries to:* Provide organizations with a \"diagnosis\", which sometimes means redefining the client\'s issue and making recommendations based on the diagnosis* Utilize superb problem-solving techniques and the ability to persuade the client through the logic of his/her decision * Improve organizations\' permanent effectiveness by empowering their staff to use their current CRM/Donor Management software or assisting organizations to select the \"right\" CRM/Donor Management software* Facilitate and assist clients with implementation of recommended solutions * Direct successful conversions, manage expectations and provide clean-up of constituent records to CRM/Donor Management software* Provide customized training and support users on CRM/Donor Management software functions and features while kindling enthusiasm for the software* Produce cogent, concise, coherent, training materials and policies and procedures documentation for all staff functions to improve the integrity and use of the database
EDUCATION
North Carolina State University
Bachelor's Degree, Business Management
Kadena High School-Okinawa, Japan
High School Diploma
SKILLS
ABOUT FELICIA GILBERT TERRY
You don’t just need a CRM system — you need one that’s set up right, with clear processes and documentation your whole team can follow.I help nonprofits and businesses build smarter CRM systems, streamline processes, and create SOPs that keep things running smoothly — even when staff or priorities change. With over 15 years of experience in technology training and systems optimization, I’ve guided more than 250 organizations in turning complex SaaS platforms into powerful, easy-to-use tools.My specialties include:CRM software setup, optimization, and training (Little Green Light, EveryAction, Raiser’s Edge, Salesforce NPSP, HubSpot, Monday.com, Notion) Process design and SOP creation tailored to how your team actually worksTechnology training that blends live instruction, self-paced learning, and hands-on exercisesSystem documentation that ensures consistency and sustainabilityClients work with me when they want: A CRM system that actually supports their goals Processes their team can follow without confusion Clear, documented workflows for long-term success Principal Specialist at Nonprofit Software Specialists (NPSS) — where we believe structure + process = sustainability. Learn more and see how we can work together:
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