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CRM in a modern membership organisation

Wednesday 11th December 2024 at 14:00 GMT

Virtual Zoom event - 14.00-15.15 ,

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About this session

Aimed at, but not exclusively to, memberships/Associations, hear from Adapta’s Keith Collins and Mark Luckins 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 Luckins, Senior Consultant, Adapta Consulting

Mark advises senior leadership teams to help them navigate the world of digital technology. He helps charities and third sector organisations determine the right digital, data and technology strategies to enable their mission. In his career, Mark has held various technology leadership roles and has achieved numerous certifications (ITIL, CISSP, PRINCE2, MCSE); academically, he holds a degree in “Operations Research” (better known today as ‘data science’). Mark has worked in large international charities (Plan International); the public sector (Houses of Parliament); small international charities (Marine Stewardship Council); UK charities (Crisis) and the education sector (ICAN). He has delivered major multi-million projects (CRM, website and data architecture) as well as smaller projects; and he is regularly involved in innovation and helping to save money and reduce overheads. He prides himself on providing commercially realistic, rightsized advice appropriate to the maturity of the organisation. 

Virtual Zoom event - 14.00-15.15,

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Rebecca Pritchard
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