How to Think Like a CRM Admin

Do you have what it takes to be a CRM admin for your organization? Join our panel of experienced admins as we walk you through some of the most frequent types of troubleshooting, strategizing, and general problem-solving that CRM admins perform, as well as handy tips for strengthening those mental muscles.

Plus, we’ll give you a host of resources to help you grow your skills.


Colleen McCarthy

Director of Marketing

Exponent Partners
I'm the Director of Marketing at Exponent Partners. We're a mission-based software consulting firm that helps nonprofits use technology to build capacity, improve reporting, further missions, and increase impact. Exclusively focused on nonprofits, we build cost-effective solutions on the Salesforce platform that manage fundraising, student data, client cases, and organizational outcomes. We've worked with almost 500 large and small nonprofit organizations on over 1000 projects in our 10-year history as one of the leading partners of the Salesforce Foundation. As a Certified B Corporation and California Benefit Corporation, we pursue our mission to make the social sector more effective by delivering insights that create impact. Formerly a Salesforce admin for a 20k+ membership organization, I'm excited to help other nonprofits realize the power of Salesforce.

Milla Nizar

Salesforce and Data Systems Analyst

Reading Partners
I'm the Salesforce and Data Systems Analyst at Reading Partners, a national literacy organization that recruits community volunteers to tutor elementary school students reading below grade level. I began my career in nonprofit fundraising, but quickly found myself in an accidental admin role for my organization and soon fell in love with the power of CRM. I now oversee all things Salesforce-related for Reading Partners and strive to provide the best data management experience for over 450 staff members across organization.

TJ Warfield

Director of Information Technology

Save the Bay
TJ oversees all of the internal technologies and databases for Save The Bay, focusing on increasing communications capacity, streamlining data, network resilience, and security. TJ has an M.S. in Computer Information Systems and more than 10 years of experience in Information Technologies and over 25 years working with nonprofits. With a previous background in Marine Biology, TJ has served as a docent for Friends of the Elephant Seal and a volunteer researcher for Bimini Biological Field Station and NOAA/Scripps. As a certified SCUBA diver since high school, TJ remains passionate about shark diving and is an avid hiker who is proud to call the Bay Area home.

Elizabeth Ascher

Director of Research & Evaluation

Huckleberry Youth Programs

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