Adapta’s CRM and Cake is one of the flagship events in the third sector calendar. Each year, the session provides a unique opportunity for stakeholders from charities and membership organisations to meet in confidence, take stock and share opinions of the CRM market.
For a long time, the Holy Grail of CRM has been a 360 degree view of the supporter/member/stakeholder. Many have tried, none have succeeded…until perhaps now. Developments in the last few years have seen better and better integration between CRM, digital technologies, social media, and sophisticated data analysis tools. We may be there at last. But, if we are, it means CRM alone is no longer enough. Organisations will need to think much bigger to get the return on investment. Have we bitten off more than we can chew?
With case study illustrations, contributions from charity leaders and open discussion, this session offers confidential insights into the experience of organisations implementing strategic supporter and membership systems.
The Programme
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14.00
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Arrivals and welcome
Iain Pritchard – Adapta Consulting
Welcome to the event, introductions and overview of the agenda for the afternoon.
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14:15
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Overview of the different approaches to supplier selection
Adapta Consulting
Iain will give an overview of the current CRM landscape.
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14:30
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Case studies
Short stories from speakers
Short practical case studies from speakers who have worked through their CRM decisions – sharing tips they have picked up along the way, including what worked well, and what they would do differently. Graham Mulholland, IT Manager, Royal College of Ophthalmologists Sue Ellis, Casework Manager, The Solicitors' Charity
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15:45
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Discussion and feedback
All
A round table discussion and feedback.
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16.30 - 17.00
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Review and close
Iain Pritchard, Adapta Consulting
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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.
Attendance at each event earns 3 CPD points.
The King's Fund,
11 Cavendish Square,
London,
W1G 0AN
Rebecca Pritchard
Former Director of Operations, Crisis
"Adapta have been honest and realistic with us throughout. They are clear where they can add value and where we can do things on our own – so it feels like a partnership..."