Leadership teams in membership organisations need accurate data that provides meaningful information. The problem for many is that collating member information is time consuming and error prone.
The administrative workload is heavy. For example, keeping track of historic member activity such as accreditations, purchases, renewals, discounts, and contact and payment information.
We typically find membership organisations struggle because they lack the right supporting IT systems. They might even be struggling along trying to manage the membership with Excel spreadsheets. Or they may have a CRM in place, yet it’s not being used. Or if it is, it’s not optimised. For example, it doesn’t seamlessly integrate with other existing systems, such as the finance system.
At CRM Insights, we help organisations improve their business processes through CRM. Whether you’re:
- just getting started with CRM
- aiming to improve your business processes
- or looking to optimise and/or integrate your existing systems with CRM.
We provide the following services to help you on your improvement journey:
1. Insights Workshops – Designed to create clarity and give you the insight you need to make a success of your CRM journey. We offer a number of different workshops (outlined below) tailored to your specific needs:
- Getting Started with CRM – For businesses considering CRM for the first time.
- Technology & Systems – For businesses looking to understand if they can or should add a CRM system alongside existing systems, or businesses with existing CRM solutions that are underutilised.
- Pre-Implementation – For businesses about to implement a CRM who desire clarity and want to mitigate risk prior to full system rollout.
- User Engagement – For businesses with a CRM system in place and who have identified a training need. Perhaps due to a change in staff or maybe a need to boost CRM adoption.
- People & Process – For businesses that have an existing CRM system in place but it is sub-optimally being used.
2. CRM Consultancy – As independent business and CRM Consultants, we help you to get the most out of your investment in CRM. Typically, our bespoke consultancy falls into one of the following areas:
Getting Started With CRM
0. Strategy Development
1. Business Case Development
2. Product and Vendor Selection
3. Business Process Design
4. CRM Implementation
Improving Business Performance
0. Business Analysis
1. Business Process Design
2. Business Case Development
3. Solution Design and Implementation
4. Change Management
Optimising CRM
0. Technical System Optimisation
1. Systems Integration
2. Product swap-out
3. CRM Project Recovery
You can find tons of valuable educational and actionable content on our website, include freely available webinars, templates, and blog articles: https://crminsights.co.uk/
And if you would like to discuss your CRM challenges with one of our experts, you schedule a free consultation here: https://crminsights.co.uk/book-an-appointment/
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