Select (CRM) Seminar 2017-12-15T10:02:00+00:00

Select (CRM) Seminar
8th February 2018 / London (RCoA)

In 2018 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’.


08:30 Registration & Networking, Tea & Coffee
09:00 Welcome & Introductions
09:15 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 BREAK
11:00 Membership Sector Case Study Insight
11:30 How Silverbear & Microsoft are supporting UK associations
11.50 CRM Expert Question & Answer Session
12:00 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.

Janine Chasmer
Janine Chasmer
Janine is an Executive Consultant at Purple and has over 9 years’ experience working within the 3rd sector in areas including Strategy & Business Performance Improvement, Organisational change, CRM & CMS strategy development and implementation, Data Privacy, Protection & Management, Value proposition analysis & development, and Member recruitment strategies

Janine has managed a number of CRM implementation projects and has a strong background creating processes for teams that deliver high levels of customer service and long-lasting relationships. As an active member of the Memberwise community, Janine can often be seen facilitating workshops, speaking events or sharing best practice within the community forms.

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