About this session

Aimed at, but not exclusively to, memberships/Associations, hear from Adapta’s Keith Collins and Mark Dendy as we look at the latest in how membership organisations and associations are adopting CRM solutions to modernise their organisation.

In this live webinar and Q&A session we will hope to demystify the topic of CRM, share with you our latest thoughts on the CRM marketplace, and share some highlights and insights from our recent work helping organisations specify, select and implement new CRM solutions .

Attendees will leave empowered with some great insight into the market, key trends to look out for as they start their own search for the perfect CRM solution for their organisation, and ideas as to how to get ready for their project.

What you will get from this session 

• Market knowledge: Attendees will gain a comprehensive knowledge of the CRM marketplace for membership organisations and associations, enabling them to approach the market with confidence.
• Insight as to key trends: Attendees will come away armed with an understanding of how modern CRM platforms have evolved to be more than just a ‘member database’ – and what they now offer that might be important for your organisation.
• Organisational readiness: Buying the right system is the easy part – buying it from the right supplier or partner, and implementing it successfully – well, they’re much more tough, and we’ll reveal some of the secrets to getting these elements right.

The programme

2.00pm     Welcome and overview of the session

2.10pm     CRM in a modern membership organisation

2.40pm     30 Minute: Open Q&A

3.10pm     Summary and close

About the Panel

Keith Collins, Principal Consultant, Adapta Consulting

Keith specialises in helping organisations identify, select, adopt and use technology to improve their relationships with all stakeholders. With some clients, this may involve helping identify and select technology solutions to support a new organisational strategy - for others, incremental improvements and new options within the tools that they already have. With experience from every perspective – as a non-profit client, as a supplier of specific technology solutions, and as an independent consultant – Keith can help non-profits ensure that their technology decisions fit organisational strategy, and that the 'softer' side of these initiatives – cultural fit, change management, stakeholder needs – are also factored in.

Mark Dendy, Senior Consultant, Adapta Consulting

Mark specialises in guiding organisations as they successfully implement digital change. With many years supporting third sector and commercial organisations in using technology to improve their offerings to customers, members and donors, Mark is particularly experienced in the replacement of legacy systems and helping organisations navigate what can be a time of great upheaval. Having performed various roles across operations, sales and HR, Mark brings a balanced and sympathetic approach to projects which can look daunting to clients whose teams may never had been through a large-scale change. Whether it be CRM/membership/donor systems or finance and HR, much of the success is down to careful planning and understanding what lies ahead. As such, one of Mark’s strengths is demystifying the project and keeping relationships within the client organisation and with suppliers positive. 

Virtual Zoom event - 14.00-15.15,