Select (CRM) Seminar 2017-07-31T12:24:58+00:00

Select (CRM) Seminar
14th September 2017 / London (CIHT)

In 2017 40% of associations and membership organisations are horizon searching for new systems to provide enhanced member value and growth.

In response the MemberWise Network has arranged a series of free half-day seminars that provide membership and association professionals with best practice information and advice for procuring and selecting the right CRM system in a structured, robust and informed manner. However far you are along the procurement process our Select (CRM) Seminar Series attendance will quality assure and de-risk your organisation’s approach and enable you to network with fellow association and membership professionals also ‘on the journey’.


09:00 Registration & Networking, Tea & Coffee
09:30 Welcome & Introductions
09:40 CRM – The Fundamentals, Addressing Member Need & Optimising Member Engagement
10:15 The Customer Journey and How this should Build out the CRM requirements
10:45 CRM System Procurement & Selection
11:00 Professional Networking Break
11:10 CRM Software Implementation and Business Change (A tried and tested approach within a number of membership organisations)
12.00 CRM Expert Question & Answer Session
12:15 Professional Networking Lunch
13:00 Close

Learning Outcomes

1) Understand what CRM is and why as an approach it is useful/needed
2) Explore CRM as a topic and how it impacts on member value/engagement
3) Understand the benefits you can expect (internal processes/personalisation/self-service)
4) Identify how changing member need impacts directly on system selection requirements
5) Establish the need for due diligence when procuring and selecting a new CRM system
6) Learn how to horizon search and procure a CRM in a structured, robust & future-proof manner
7) Identify how to de-risk the selection process
8) Understand the journey and benefits post-implementation
9) Benchmark with other organisations horizon searching for CRM solutions
10) Ask questions to the sector’s leading independent CRM experts/influencers/thought-leaders

Your Seminar Speakers

Richard Gott
Richard GottMembership Expert & Sector Thought-Leader
Richard is widely known as one of the leading membership and association sector thought leaders in the UK and is Chair of the MemberWise Network.

He has worked at a senior leadership level for leading organisations including the Royal College of Psychiatrists, The Law Society, Royal College of General Practitioners, College of Optometirsts, Chartererd Institute of Educational Assessors and the British Dental Association.

Richard provides advisory services to large number of leading associations and is Chair of the CPD Standards Office Independent Expert Advisory Board He also champions the professionalisation of the association and membership sector.

Alistair Sergeant
Alistair SergeantCo-Founder/CEO, Purple
Alistair is CEO of Purple, an independent business and technology consultancy. Working within the IT industry for over 16 years, Alistair has a clear passion for technology along with a proven aptitude for developing visionary business strategies.

Alistair works with clients in a number of different sectors to help deliver transformation projects and providing ongoing strategic advice. With an engineering background, Alistair’s experiences allow him to solve business challenges with technology solutions that best meet clients requirements.

David Emuan
David EmuanBusiness Transformation Specialist
David has worked for a number of software houses some of which were dedicated to providing solutions for the NFP sector. With more than 13 years practice and well over 30 project implementations under his belt, David has gained a reputation as an experienced and driven Senior Project Manager.

He also works directly with clients to manage large programmes and full project lifecycle implementations from early pre-project conception right through to project implementation and post project operations. In a nutshell, David has a wealth of experience on both sides of the implementation fence either as a supplier-consultant or independent specialist.

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