Delivering engaging online member journeys and experiences

28th March 2019 / Royal Automobile Club, London

In 2019, 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’.

Programme

09:00 Registration and Networking over Breakfast
09:25 Welcome and Introductions
09:30 The Membership Landscape 2019: A Sector Overview (Richard Gott, Chair, MemberWise Network)
10:00 Crack the Code on Member Engagement (Richard Young, VP International, Fonteva)
10:30 Updating your Systems for a More Engaging Member Journey: A Real-Life Success Story (Alastair Gilmartin-Smith, Chief Operating Officer, UK Finance)
11:00 Networking Break over Refreshments
11:10 The Member Engagement Journey in Marketing Cloud (Chris Atwood, Salesforce)
11:40 From Vision to Reality: Using Best Practices and Creating the Right Conditions for Success on your Implementation Journey (David Cairns, Emprisia)
12:10 Q&A over Lunch (hosted by Salesforce)
13:00 Event Closes

NOTE: Please be aware that because of the venue, there is a strict dress code:

  • Men: jacket (suit, blazer or sports jacket), button-fronted collared shirt tucked in with tailored trousers, corduroys, chinos or moleskins (denim is not allowed)
  • Women: smart attire (dress, tailored trousers or skirt with a smart top or shirt), business attire or other clothing of appropriate formality.

Learning Outcomes

  1. Identify how to de-risk the selection process
  2. How to structure Request for Proposals (RFPs) – what to include and how to compare
  3. Tactics for creating a member engagement focused culture
  4. Understand what True Cloud is (without the jargon)
  5. Establish why moving to cloud-based solutions is more secure than your in-house server
  6. Learn how to adopt a strategy that scales across all our CRM requirements
  7. Top tips for association executives looking to procure/select a new CRM system
  8. Meet and network with Association peers also beginning the process of updating their CRM system

Your Seminar Speakers

Chris Atwood
Chris AtwoodDirector of Sales, Mid Market - UK & Ireland, Salesforce
Chris currently manages a team that works across our medium size charities in EMEA. He joined Salesforce.org in 2007 and have been working with nonprofits for over 13 years in the Salesforce.com Community. He works hard to ensure nonprofit success and help ensure nonprofits are meeting their mission and technology goals.
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.

Alastair Gilmartin-Smith
Alastair Gilmartin-SmithChief Operating Officer, UK Finance
Alastair has been working with UK Finance for 2 years. He is an experienced and commercial COO and leader with substantial experience in successfully driving and leading effective change.
Richard Young
Richard YoungVice President International, Fonteva
I have over 20 years of direct CRM experience and helped to establish the UK market for CRM back in the early ’90s. I’ve covered all aspects of CRM, from presales to sales, consultancy and technology. In each of the roles, I’ve ensured the alignment of the strategic business goals with CRM and customer experience for both customers and the organisations I’ve worked with. This gives me a great deal of experience to draw on to resolve your companies problems/pains.
David Cairns
David CairnsManaging Partner, Emprisia
David is founder and Managing Partner of Emprisia – a Registered Salesforce.org implementation partner – with his role focused on ensuring customer success. With a varied career spanning Advertising, Publishing and Tech Startup industries, he has always been able to bring a unique and creative perspective to his 10 years+ of working with Salesforce, both as an end-user and as a certified Salesforce consultant. David is married with two young children, an accidental DIY expert and occasional cycling sportive entrant.

Book your place

Official Partner

Fonteva

Supported By

Salesforce