Select (CRM) Seminar (in partnership with Silverbear)2018-10-15T10:12:32+00:00

Select (CRM) Seminar
17th October 2018 / 10-11 Carlton House Terrace (London)

In 2018 40% of associations and membership organisations are horizon searching for a new CRM systems to provide enhanced member value ,engagement and growth.


In response the MemberWise Network has arranged a free half-day seminar (in partnership with Silverbear). The seminar is specifically for memberhsip organisations/associations with 20,000+ members and provides best practice information/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’.

Fact: 93% of delegates who attend this event rate the content as ‘Excellent’

Places are strictly limited and will be allocated on a first-come first-served basis.

Delegate Feedback

Great investment of half a day where I learnt so much – thanks to Memberwise and the Sponsor!

Delegate, Leading Professional Body

I really enjoyed all the speakers and they covered a lot of information/insight in half a day!

Delegate, Leading Trade Association

My first time at a MemberWise event and will certainly be attending future events!

Delegate, Leading Trade Union

Best CRM seminar I’ve been to, liked the honesty of the speakers & very informative.

Delegate, Leading Professional Body

I really enjoyed the day and found the content enthusing and motivating!

Delegate, Leading Sports Body


08:30 Registration & Networking, Tea & Coffee
09:00 Welcome & Introductions (Carl Grieves, MD, Silverbear)
09:15 CRM – The Fundamentals, Addressing Member Need & Engagement (Richard Gott, Chair, MemberWise)
10:00 Optimise the Value of CRM Projects in Membership Organisations (Nick Hanling, Senior Consultant, IndigoBlue)
10:30 BREAK
10:45 Procuring & Selecting a New CRM (Alistair Sergeant, Purple)
11:15 How to Deliver CRM Successfully – RCN Case Study (Mark Williams, Wyeden Limited)
11:50 How Silverbear & Microsoft are supporting UK associations (Carl Grieves, MD, Silverbear)
12:10 CRM Expert Question & Answer Session
12:30 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 journey and 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) How to direct and deliver a CRM Programme
8) Identify how to de-risk the selection process
9) How to prepare your organisation for a successful outcome
10) The pitfalls and how to avoid them
11) How to manage your Suppliers, Internal Stakeholders and Users
12) Benchmark with other organisations horizon searching for CRM solutions
13) Ask questions to the sector’s leading independent CRM experts/influencers/thought-leaders

Your Seminar Speakers

Richard Gott
Richard GottMembership Expert
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.

Nick Hanling
Nick HanlingSenior Digital Consultant, IndigoBlue
Nick is a senior consultant providing Digital and IT strategic services at IndigoBlue, leaders in Agile Business Transformation.

Since joining IndigoBlue in 2010, he has worked mostly for membership and other not-for-profit clients, where he has led many digital and IT strategic reviews, worked with senior leadership teams to implement incremental delivery approaches at programme level, as well as managing programmes, projects and procurement processes for clients.

Nick also provides strategic input at CxO level and is also currently working with two membership clients to implement CRM and website content management systems.

Alistair Sergeant
Alistair SergeantCo-Founder, 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.

Carl Grieves
Carl GrievesManaging Director, Silverbear
Carl is Managing Director of Silverbear, the UK’s leading Membership and Association Management solution provider uniquely awarded with Microsoft’s “Certified for Microsoft Dynamics” (CFMD) accreditation.

Carl works in close partnership with many leading Membership Associations, Trade Unions, Regulators and Arts & Heritage organisations to provide transformational member engagement and value solutions covering internal operational processes and digital member access.

As the key stakeholder for Silverbear’s customers, Carl brings a wealth of experience working alongside Executive Programme Boards to lead organisations through high-value digital change. Customers include; Royal College of Nursing (RCN), Institution of Mechanical Engineers (IMechE), Nursing and Midwifery Council (NMC), Natural History Museum and over 60 more.

Mark Williams
Mark WilliamsDirector, Wyeden Limited
Mark is an accomplished Senior Programme / Project Manager with excellent leadership skills and a track record of successful delivery in pressurised and demanding environments.

Specialising in the delivery of high value Business or IT led Programmes and Projects with key experience within Financial Services, Public Sector, Not for Profit, ICT, Transport, Travel and Legal sectors he helps organisations Prioritise, Initiate, Deliver and Recover initiatives managing into BAU.

He covers the full Portfolio, Programme & Project lifecycle from concept, option analysis, prioritisation, scope definition through build, test, implementation, BAU transition, service delivery and benefit realisation.

Book your place