CRM and cake
Overview
In this session we will discuss how modern third sector organisations are using CRM solutions to modernise their approaches to managing relationships with all key constituent groups – including fundraisers, supporters, members, volunteers, partners, customers and service users. We’ll explore how modern CRM solutions are enabling organisations to become more effective and efficient in how they deliver their work, and how they are handling the process of transformation and building the skills and capabilities required to ensure that they can continually meet the needs of these stakeholder groups.
Good to know
Highlights
- 3 hours
- In person
Location
Royal College of Nursing
20 Cavendish Square
London W1G 0RN United Kingdom
How do you want to get there?
Arrivals and welcome
Welcome to the event, introductions and overview of the agenda for the afternoon.
What are organisations trying to achieve through "CRM" and what tech is needed
An overview of current trends - focusing on why organisations are undertaking new CRM projects, what they are hoping to achieve from the process of adopting new technology, and a snapshot of the CRM market for third sector organisations - solutions & platforms, suppliers & partners as it stands today.
Case studies
Short practical case studies from speakers at various stages in their 'CRM' journey - sharing tips they picked up along the way, including what worked well, and what they would do differently.
Frequently asked questions
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