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CRM and cake XI

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14:00 Wednesday 16th March 2022

The King's Fund, 11 Cavendish Square, London, W1G 0AN

  • 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. 
For a long time, the Holy Grail of CRM has been a 360o 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


Arrivals and welcome

Iain Pritchard – Adapta Consulting

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



Overview of the different approaches to supplier selection

Adapta Consulting
Iain will give an overview of the current CRM landscape.


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.


Discussion and feedback

A round table discussion and feedback.

16.30 - 17.00

Review and close

Iain Pritchard, 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.
Attendance at each event earns 3 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.

The King's Fund, 11 Cavendish Square, London, W1G 0AN

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