CRM solutions are, and will remain, vital to the needs of most non-profits, so therefore this event - the 15th iteration of Adapta’s popular ‘CRM and Cake’ event - will feature a high-level commentary on the UK non-profit CRM market and adjacent technologies. This will be followed by case studies and updates from Adapta clients as they have grappled with the increasingly complex technology challenge of ensuring that this core element of their technology estate supports their wider ambitions as regards all things digital, data and technology. 

About the session

In this session we will start with an overview of the CRM market for third sector organisations,  informed by Adapta’s engagement with suppliers across the market through our experience with numerous sector clients. We will then take a deeper dive into some of the adjacent technologies, i.e. digital marketing, low-code platforms, data management, ELT/ETL platforms, data warehousing/lakes, CDPs and explain how these tools might be just as important for your charity as a CRM!

We will then hear from other third sector organisations about where they are on their technology journey to better engage their supporters, stakeholders or beneficiaries, where they have been successful, where they’ve struggled and how they overcame some of the challenges they faced. In particular, both case studies will talk about the progress they have made in implementing other technology solutions alongside a CRM solution in order to address some of their requirements - and how this has changed the role of the traditional ‘CRM’ system.

What will attendees gain from attending this session?

Attendees should expect to:

• Have an opportunity to learn from the experiences of their peers in other organisations
• Find out more about CRM – and adjacent technologies - that can be used by all parts of the organisation. 
• Learn about the different technology options non-profits have to support their strategies and plans 

The programme

14.00 - Arrival and welcome

Adapta Consulting

Welcome to the event, introductions and overview of the agenda for the afternoon.

14:10 - CRM and Digital Engagement - market overview and commentary

Adapta Consulting

A snapshot of the CRM market for third sector organisations – solutions & platforms, suppliers & partners as it stands today – and the adjacent technologies supporting income generation and audience engagement. 

14:30 - Case studies

Short stories from speakers

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.

Case study 1 - Gary Seaman, Head of Performance and Reporting, Cranstoun

Tea/Coffee and cake - opportunity to share learning with peers

Case study 2 - Paul Norris, Digital Systems Manager, Church Pastoral Aid Society

15:45 - Discussion and feedback

All

A round table discussion and feedback.

16.30 - 17.00 - Review and close

Adapta Consulting

Who should attend this event?

The session will draw on case studies from the sector and the subsequent discussion will cross the traditional departmental boundaries; so senior managers have been invited from finance, HR, fundraising, marketing and communications disciplines as well as those with information systems responsibilities.

Cost and booking

Limited to 2 spaces per organisation, the event is FREE to attend and only open to charities, membership organisations and other non-profit organisations. Book places, here.

Royal College of Nursing, 20 Cavendish Square, London, W1G 0RN