Actions and Detail Panel
Integra / CARE / NG breakfast roundtable – keep, upgrade or replace?
Tue 11 April 2017, 08:00 – 11:00 BST
With significant change across the NFP sector over the past five years, this roundtable will enable you to share knowledge and contribute to collaborative insights with other users of the product.
As independent CRM consultants, many organisations using these products are asking Hart Square:
· Do I stay with, upgrade or replace it?
· Is it fit for the future of my organisation?
· What else is out there?
The roundtable will enable attendees to highlight, explore and break-down these questions in the fight to stay relevant, effective and profitable in a rapidly changing market.
Hart Square will help facilitate the discussion and derive some answers to the questions raised.
Key questions under discussion:
What are other organisations doing? – What are the risks, pros and cons?
What are my options? – Costs and implications of each
Website integration – What are the options, costs and benefits?
Product or platform? – MS Dynamics / Salesforce / Integra / CARE / NG – which one is right for my business, at the lowest risk?
Steps to decide – How to make a decision and bring your organisation with you?
Coffee & Networking
Introduction and facilitation by Hart Square, independent CRM consultants, having worked with over 100 NFP clients
09:00 Client Case Study
Hear from a client who has made the journey already!
Discussion on what other organisations are doing, what are the risks, pros and cons?