Introduction to CRM for Associations
 

Introduction to CRM for Associations

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Introduction to CRM for Associations Introduction to CRM for Associations Presentation Transcript

  • CRM Series Sponsor Host Venue Sponsor
  • Agenda 15:30 15:45 16:15 16:40 16:50 17:30 Introduction & The CRM Marketplace for member organisations Damian Hutt, Executive Director, Associations Network What can CRM Systems do that other membership systems can’t? Steve Sydee, Commercial & Quality Director, SmartImpact Marketing & Data in the adoption of CRM Michael Collins, Managing Consultant, Database Marketing Counsel Short break Exchange Sessions 1. Scoping CRM Projects – Michael Collins 2. Benefits of a CRM System – Steve Sydee 3. Integrating with CRM Systems – Ahmed Eltohamy 4. Maximising value of your CRM Investment – Charles Moore, HartSquare Drinks & Nibbles
  • Damian Hutt Executive Director Associations Network
  • Current Environment? • • • • • • Reasons for joining associations are changing New competitive communities emerging Traditional business models challenged Demand for greater relevance More personalisation Online, multiple formats and 24-7-356
  • What is CRM? CRM is a customer-focused business strategy, to manage member & business relationships Requires a member-centric business philosophy and culture to support effective marketing, sales, and service processes.
  • CRM Realities CRM evolves from a business strategy CRM is only as effective as those managing it Ultimately, CRM is an enterprise-wide activity CRM can tell you what you need to be doing, but can’t always do it for you • Return on investment must be measured • • • •
  • Why Technology? An enabler to deliver profitable value to members & customers through the understanding and anticipation of their needs.
  • Tables 1. Scoping CRM Projects – Michael Collins 2. Benefits of a CRM System – Steve Sydee 3. Integrating with CRM Systems – Ahmed Eltohamy 4. Maximising value of your CRM Investment – Charles Moore
  • The CRM Marketplace Solution vendors • • • • Specialist Applications Implementation Integration Consultancy Independent Consultants • Evaluation & Analysis • Requirements specification • CRM & data strategy • Scoping of projects • Vendor selection • Process improvement • Training Infrastructure Technology platform Core data structure Secure & Reliable Cloud based Integrates SaaS / PaaS Extensible • • • • • • • Suppliers • • • • • • • Microsoft Dynamics Salesforce SAP, Oracle, Netsuite Sage Zoho Sugar (Open source) etc. Add-ons • • • • • • • • • Emailing Marketing automation Social media Surveys Human Resources Project Management Document signing Asset management Telephone
  • CRM Series Sponsor Host Venue Sponsor