A ‘Golden Age’ for CRM in the non-profit sector?

In Adapta’s experience, it would appear that CRM projects are all the rage – there seems to be an ever larger number of organisations looking to change system - but why are so many third sector organisations investing in these projects, and what are they hoping to achieve as a result? Is the choice of systems and suppliers better than it has ever been before?

On that note - who are the current key players in the CRM market place for third sector organisations – charities, membership bodies, arts and culture organisations – and how can we learn from the experience of other organisations to make the right choice of solution and supplier?

About the session

In this session we will discuss how modern third sector organisations are using CRM solutions to modernise their approaches to managing relationships with all key constituent groups – including fundraisers, supporters, members, volunteers, partners, customers and service users. We’ll explore how modern CRM solutions are enabling organisations to become more effective and efficient in how they deliver their work, and how they are handling the process of transformation and building the skills and capabilities required to ensure that they can continually meet the needs of these stakeholder groups.

Adapta will present this in a pragmatic, plain English overview of where we find ourselves today through our experience with numerous sector clients.

Additionally, we will 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.

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 related customer data 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 the event, introductions and overview of the agenda for the afternoon.

14.10 - What are organisations really trying to achieve through "customer relationship management" and what technologies might you need to deliver this?

Adapta Consulting

An overview of current trends - focusing on why organisations are undertaking new CRM projects, what they are hoping to achieve from the process of adopting new technology, and a snapshot of the CRM market for third sector organisations - solutions & platforms, suppliers & partners as it stands today.

14.30 - Case studies

Short case studies 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.

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

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.

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