Freelancers using Salesforce in Annapolis

Freelancers using Salesforce in AnnapolisFreelancers using Salesforce in Annapolis

Projects People

Margaret LeDane

Architecting automated systems for nonprofit & retail ops.

New to Contra

Architecting automated systems for nonprofit & retail ops.

Cover image for CRM Migration: $60K+ Annual Cost

CRM Migration: $60K+ Annual Cost Recovery The Challenge: Annapolis Yacht Sales was overpaying for a complex CRM (Salesforce) that was misaligned with their niche industry needs, resulting in high overhead and fragmented data. The Solution: I led the end-to-end migration to YATCOBoss. I audited digital inventory systems to resolve long-standing inaccuracies, mapped data for 100% integrity, and trained staff to ensure a seamless transition without service interruptions. The Impact: - $60,000+ annual reduction in software overhead. - 100% asset visibility across digital and physical inventory. - Seamless handoff to internal teams for independent management.

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Cover image for Inventory Integrity: Custom 3-Ply Loss

Inventory Integrity: Custom 3-Ply Loss Prevention The Challenge: Annapolis Lighting faced significant inventory shrinkage and untraceable losses across six retail locations due to a lack of visibility into defective merchandise and vendor returns. The Solution: I designed and implemented a proprietary Defective Merchandise Tracking System. Using a 3-ply reconciliation logic (Product/Vendor/Buyer), I created a closed-loop audit trail that accounted for every unit from the moment of defect to the final vendor credit. The Impact: - 15% Reduction in Shrinkage: Reclaimed lost revenue through precise inventory tracking. - 100% Audit Visibility: Provided leadership with real-time data on vendor performance and product quality. - Scalable: Deployed across all 6 locations and the central warehouse.

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Cover image for Systems-Driven Growth: Doubling Donor Participation
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Systems-Driven Growth: Doubling Donor Participation The Challenge: Luminis Health’s blood donor program faced administrative friction and manual scheduling hurdles, resulting in inconsistent donor turnout and high staff overhead. The Solution: I architected a repeatable donor engagement system by integrating Calendly for automated scheduling and designing automated email workflows. I managed high-volume appointments within a HIPAA-compliant EMR system to ensure data privacy and operational accuracy. The Impact: - 100% Increase: Doubled monthly blood donations within the first 30 days. - Zero Manual Friction: Eliminated the need for manual appointment coordination. - HIPAA Compliant: Maintained strict data privacy during high-volume operations.

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Cover image for Healthcare Systems: Automating Volunteer Onboarding
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Healthcare Systems: Automating Volunteer Onboarding The Challenge: Luminis Health Gilchrist Lifecare Institute required a scalable tracking system to replace manual data entry that was consuming 15+ hours weekly and risking compliance gaps. The Solution: I architected a closed-loop integration between a custom data structure and Better Impact software. I designed column-mapped synchronization, automated emails, and engineered the system for 100% audit-ready accuracy. The Impact: 15+ hours reclaimed weekly. 40% faster onboarding lead times. 100% compliance for all healthcare records.

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Optimizing ops, boosting marketing impact, driving growth.

Optimizing ops, boosting marketing impact, driving growth.

Cover image for Case Study: CRM Transformation for “StyleHive”

Case Study: CRM Transformation for “StyleHive”

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Cover image for Case Study: Marketing Strategy for "City Bites"

Case Study: Marketing Strategy for "City Bites"

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Cover image for Case Study: Hiring System Optimization for ShopEase

Case Study: Hiring System Optimization for ShopEase

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Mary Beth Shields

🌟 Seamless Project & Program Management 🌟

🌟 Seamless Project & Program Management 🌟

Cover image for CRM Database Project

CRM Database Project

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Cover image for Standing Operating Procedures Documentation

Standing Operating Procedures Documentation

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Cover image for Strategic Pipeline Development for Client Success

Strategic Pipeline Development for Client Success

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Cover image for Global Project Management Excellence

Global Project Management Excellence

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