Services

 

“Time is the scarcest resource and unless it is managed nothing else can be managed.” – Peter Drucker

We believe the key to our success is our team and believe the same is true for you. We’d like to share our best asset with you.

Some key areas you might consider are:

The greatest honor we could ask is the opportunity to partner with you in reaching your goals. Whether you have a team in a sizable business, a growing entrepreneur, or a shoestring nonprofit, you want to get somewhere in 2012 and there are few details that need to get handled. Many of these items require additional education, technology systems, and specialized skills that often distract from the core responsibilities and strengths of employees.

This is an opportunity to elevate the situation and accelerate your outcome by using a remote team that can produce the excellent work desired in less time and at a greater value than an employee. This doesn’t replace the employee but rather frees her of the minutiae to focus on the core value she was hired for.

In reality, every big project is broken down into small bite-size pieces for even the most seasoned veteran and we recommend the same process so you can accelerate the outcome you seek. It’s strategic work alignment, not just another assignment and it enables a skilled Delevate team member to do almost anything that can be done remotely.

Since many do not have experience working in this way, some examples of what is possible and how we can support you may be helpful.

Corporate and Small Business

Marketing is what drives new business. How many more people could you touch, nurture, and serve if you just had some key help at specific times?

  • Marketing Support

    1. Lead generation, cultivation, routing, follow up
    2. Webinar, email, website, mailings, social media profiles and publishing
    3. Feedback, surveys, phone campaigns, data organization
    4. Flyers, announcements, reports, event coordination
    5. Graphic design New!
    6. Copywriting New!
Now that you have some engagement, how are you building your case and proving your responsiveness and service are different?

  • Sales Support

    1. Market/Competitive research; proposal prep, revisions, proofing, Excel report graphs, charts New!
    2. Database, CRM, and accounting system data entry; commission, overrides calculations
    3. Follow-up, dictation, meeting minutes
    4. Graphic design New!
    5. Copywriting New!
Sales and marketing may be the public facing side of your business but its integrity and evidence come from how you fulfill all of those promises you made.

  • Operations Support

    1. First tier customer service response, decision-tree inquiry calls, experience feedback gathering
    2. Help keeping deadlines, milestones, and commitments, project management system data entry
    3. Small system/process improvements, report generation, required info gathering and compilation
Finance and accounting is about much more than taxes. Doing the small things right here can empower a business to do more with less and thrive.

  • Finance & Accounting Support

    1. Spreadsheet updates, charts, graphs, data entry
    2. Supporting documentation gathering, expense, bill, and customer entry
    3. Monthly/Annual reconciliations, company books clean-up
It is also useful to have backup and support for the tools that power your business. Here are a few that you may already use or are likely to consider and we can help onramp your business and staff through modeling their use within your business.

  • Specific Solution & Discipline Support

    1. Quickbooks for finance and accounting
    2. Salesforce.com for leads, customers, products, service, and custom applications.
    3. Bill.com for managing bills and multiple locations
    4. Basecamp for managing collaborative projects, milestones, and commitments
    5. Harvest for resource time tracking
    6. Google Apps for email, collaborative documents, and calendaring
    7. Document Automation and Electronic Signatures (eSignatures)

NGO and Nonprofit Organizations

Advancement increases the power and visibility of your mission, increasing awareness and involvement.

  • Advancement Support

    1. Prospect generation, cultivation, routing, follow up
    2. Webinar, email, website, mailings, social media profiles and publishing
    3. Feedback, surveys, phone campaigns, data organization
    4. Flyers, announcements, reports
    5. Online donation setup, processing
Development connects donor passion with your mission. What opportunities do you have to increase awareness and donor engagement this year?

  • Donor/Membership Support

    1. Grant/foundation research; proposal prep, revisions, proofing, tracking
    2. Database, CRM, and accounting system data entry; matching programs and grant preparation
    3. Follow-up, dictation, meeting minutes
    4. Event planning, coordination, confirmations, RSVPs
    5. In-Kind, renewal, upgrade solicitations and follow up
Administration entails keeping your organization compliant, responsible, and efficient so your mission is well funded directly.

  • Administration Support

    1. Volunteer coordination
    2. Help keeping deadlines, milestones, and commitments, project management system data entry
    3. Small system/process improvements, report generation, required info gathering and compilation
    4. Acquisition, accounting, and delivery of premiums, giveaways, and gifts
    5. Board communications and coordination
Finance & Accounting for a nonprofit is not for the weary. With the myriad ways donations can be given and the related reporting requirements, this can provide lots of opportunity to free up your director level team.

  • Finance & Accounting Support

    1. Spreadsheet updates, charts, graphs, data entry
    2. Supporting documentation gathering, expense, bill, and customer entry
    3. Monthly/Annual reconciliations, organization books clean-up
    4. Donation receipting, reporting
There are many specialized applications directed toward nonprofits and many ways to use conventional tools to serve a nonprofit.

  • Specific Solution & Discipline Support

    1. Quickbooks for finance, accounting, reporting
    2. Salesforce.com License Grant application process
    3. Salesforce.com for donors, members, campaigns, and custom applications.
    4. Bill.com for managing bills and multiple locations
    5. Basecamp for managing collaborative projects, milestones, and commitments
    6. Harvest for resource time tracking
    7. Google Apps for email, collaborative documents, and calendaring
You are unique and have unique needs. We’d love to hear about them. Please contact us to see what Delevate could accelerate for you.