Part 4 – CRM implementation essentials

Part 4 – CRM implementation essentials

CRMs for Associations Super Blog Series IN SUMMARY The biggest mistake you can make when implementing a CRM project is to not be involved – success comes from engagement with the process. Thorough planning is essential and must include timelines, project teams,...
Part 3 – Finding the right partner

Part 3 – Finding the right partner

CRM for Associations Super Blog Series In Summmary A CRM vendor or partner needs to provide you with confidence and a good relationship up front so have a checklist about your values and needs. You should always get proposals from 2-3 partners to ensure you have...
Part 2 – Identifying CRM Essentials

Part 2 – Identifying CRM Essentials

CRM for Associations Super Blog Series In Summmary Assessing what you need from a CRM starts with taking a good look at where you’re already at in terms of digital transformation readiness. The next step is to be very clear about your goals and where you want to be,...
Part 1 – What is Digital Transformation?

Part 1 – What is Digital Transformation?

CRM for Associations Super Blog Series Take Aways Rather than waiting for digital transformation to be forced on you, it’s wise to be informed about market forces and how these impact your organisation. Don’t be afraid of digital. It can provide huge opportunities and...