CRM and cake IX

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14:00 Thursday 4th February 2021

Online virtual event,

  • The Event
  • The Venue

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.


The CRM terrain continues to be hard to navigate; software choices are still blurred; suppliers with sector experience continue to rise and fall; and the success stories are still hard to come by. This session offers confidential insights into the experience of a cross-section of organisations implementing strategic supporter, membership and case management systems. With case study illustrations and contributions from charity leaders, this session will focus on the risks still involved with CRM and the process, people and technology issues organisations need to grapple with to get it right.

The programme

14.00

Arrival and welcome

Iain Pritchard – Adapta Consulting

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

14:10

 

A particular view

Adapta Consulting

A summary of the sector landscape supported by confidential stories of success and failure and an exploration of the hidden CRM pitfalls.

14:25

Case studies

Short stories from speakers

Short practical case studies from speakers who have successfully completed their CRM selection and implementation – sharing their experiences, including what worked well – and key tips this picked up along the way.

Graham Mulholland, Technology & Applications Manager, Royal College of Ophthalmologists
Looking back at where we started and the early decision making process, the talk will move on to highlight key points and learnings through the specification, selection, specification (again) and implementation stages, to end up where we are now, where we're going and what we might have done differently.

Steve Holloway, Database Implementation Project Manger, Chichester Cathedral

15:15

Discussion and feedback

All

A round table discussion and feedback.

15.50 - 16.00

Review and close

Iain Pritchard – Adapta Consulting

Attendance at each event earns 2 CPD points.

To make a booking:

Attendance at this event is FREE and only open to charities and non-profit organisations. Complete the online booking form here.

Online virtual event,

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