How to choose the right CRM

In this one-hour webinar, Adam, Tech Champion for Ticketing and CRM, will guide you through the essential steps to take when planning for a new CRM system.

Whether you're feeling overwhelmed by the options or unsure where to start, this session will demystify the process and help you feel more confident about making informed decisions. Through practical advice, you'll gain a clearer understanding of what makes a CRM system work for your organisation, and how to get there.

You will learn:

• How to assess whether your organisation is ready for a CRM change

• Practical steps to prepare your data and internal processes before procurement

• What to look for in a CRM supplier and how to evaluate systems effectively

• Tips for shortlisting vendors and running a confident procurement process

When is it happening and where?

This webinar takes place on Tuesday 9 December at 11 am and will be hosted on Zoom.

What level is it?

Beginner

This session is suitable for anyone responsible for CRM or customer data within a small to medium-sized arts or cultural organisation. No technical expertise is required, though some familiarity with CRM or ticketing systems will be helpful.  

Accessibility

Live captions and BSL interpretation will be provided for this webinar. You will receive a copy of the presentation slides in advance. You can join and leave the online space as required, and choose if and how to participate in each element of the webinar.

If you’re unable to access the information on this page or register for the event using Eventbrite, please get in touch.

If there is another way we can make it easier for you to access this webinar, please let us know upon booking or get in touch at digitalnetwork@artscouncil.org.uk We ask you to give a minimum of 10 days’ notice where possible.

What type of webinar is it?

Practical demonstration using presentation slides and the screen-share function. You will be able to ask questions using the Q+A function and engage with the presenters using the chat. This session will be hosted as a Zoom Webinar.

Can I book a place?

This webinar is presented as part of a funded programme for creative and cultural organisations. Free places are available for anyone who works with or for a publicly funded arts and cultural organisation and for those currently in receipt of or usually eligible for Arts Council funding.

Can I ask questions?

Yes, and we actively encourage it to shape the content. You can ask in advance on X using the hashtag #DigitalCultureNetwork, message @ace_dcn or email us at digitalnetwork@artscouncil.org.uk.

You can also ask questions on the day using the Zoom live-stream chat facility.

Can I receive 1-2-1 support?

The Digital Culture Network is part of a funded programme for creative and cultural organisations. We have a team of nine Tech Champions across the country, who can provide free 1-2-1 support in a range of areas including digital strategy development, websites, social media, data analytics, digital content creation, SEO and paid marketing, CRM, box office and ticketing systems and email marketing. This support is available for those currently funded by or usually eligible for Arts Council England funding. You can fill in our online contact form to be put in touch with one of our Tech Champions, online contact form.

Please get in touch if you have any questions about your eligibility.

Date not convenient or you didn’t get a ticket?

Don’t worry! We regularly add new webinars to our event schedule. Visit the Digital Culture Network website to sign up to our newsletter and be the first to hear when we announce new events and head to our Knowledge Hub to watch recordings of previous webinars.

Privacy

When you register for an event, please refer to Arts Council England’s privacy notice to see how we use your personal data. Please note that in line with this policy, we may share your basic data (name, job title and organisation) with other participants and event partners. We will only share your contact details with partners should you opt-in to do so during the registration process.