Select (CRM) Seminar (in partnership with SmartImpact) – Digital Transformation to Optimise Member Experience2018-06-18T11:37:32+00:00

Select (CRM) Seminar
20th June 2018 / Doubletree by Hilton – Victoria (London)

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 (in partnership with SmartImpact) 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

08:30 – Registration, Networking & Challenge Sharing Wall
09:00 – Welcome & Introductions (Ahmed Eltohamy, Managing/Technical Director, SmartImpact)
09:15 – CRM – The Fundamentals, Addressing Member Need & Engagement (Richard Gott, Chair, MemberWise)
10:00  – Digital transformation projects: Top tips and bear traps! (Janine Chasmer, Consultant, Purple)
10;45 – BREAK
11:00 – Procurement and Selection Essentials (CRM and Web) for Membership and Associations (Jane Royden, Consultant, E & H Limited)
11:30 – Our CRM Journey – The Institute of Leadership & Management (Janet Payne, Head of Membership)
11.50 – CRM Expert Question & Answer Session
12:00 – Professional Networking Lunch

Learning Outcomes

1) Understand CRM Fundamentals to help ensure perfect knowledge/insight
2) Establish current and future member requirements
3) Digital transoformation (including CRM) related trends, goals and challenges
4) What not to do: the perils and the pitfalls of digital projects and how to cope if it all goes wrong!
5) Keeping sight of why you’re doing this project – and not forgetting your customers
6) Preparing for transformation – what to do before you Start a digital project
7) Planning your approach and getting your Board on board
8) How to make sure that you are buying what’s right for you
9) Understanding the benefits – and making sure you achieve them.
10) Why we needed to change our CRM
11) What benefits we have received
12) Top tips & Bear Traps

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.

Janet Payne
Janet PayneHead of Membership, Institute of Leadership and Management
Janet has worked in the professional membership sector for 19 years and started her career in the sector as Head of Membership at Chartered Institute of Housing where she worked as part of the implementation team on two CRM implementations during the 16 years in role.

She joined The Institute of Leadership & Management in February 2015 and played a key part in managing the transfer of the business during its separation from City & Guilds in 2016, including leading the project to set up new IT systems which went live in December 2016.

Ahmed Eltohamy, Managing/Technical Director
Ahmed Eltohamy, Managing/Technical DirectorSmartImpact
Since 2007, Ahmed has established smartimpact as a leading provider of Dynamics CRM solutions. Combining his understanding of business & membership needs with technical expertise to drive innovation and creativity into member-focused organisations. Going beyond just a simple membership database to a world of intelligent systems. He has ensured smartimpact has high quality, robust, yet flexible, software & a team of experts who support membership organisations through every part of the implementation process.

This has led to over ten years of growth and an excellent reputation focussed entirely on the membership & NFP sector.

Janine Chasmer
Janine ChasmerExecutive Consultant, Purple
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.

Jane Royden
Jane RoydenBusiness, IT and Digital Transformation Specialist, E & H Limited
Jane works with leaders and teams across the sector supporting digital and IT enabled change, most recently with the Chartered Institution of Highways and Transportation, the Chartered Society of Physiotherapy and the British Parking Association.

Jane is a qualified coach, a Member of the Association for Project Management, and a former Chair of their special interest group for People.

Before moving into business change, Jane trained as a meteorologist and is still fascinated by the weather.

Book your place

Supporter

ASI Europe

Official Partner

SmartImpact

Supporter

E&H