The first three things to get right when undertaking any CRM implementation or digital transformation project

For modern membership organisations, the CRM system is at the heart of their operations. It facilitates more effective user journeys, drives member engagement and provides the necessary data analytics and insight to intelligently steer business strategy. These systems also automate an extensive list of manual tasks without which, the organisation would be unable to operate.

The four challenges that a great CRM should be solving for you.

For most NFP and membership organisations, the importance of a good customer or contact relationship management (CRM) system are obvious. They understand that this system underpins all the work they do and that operating at scale would be impossible without it. And as every organisation grows, there is a point at which they decide to cease managing everything manually and switch to an automated system. But how do we know when that point is reached? And what should a great CRM be doing for us that a poor or average product is not?

The top 5 CRM integrations every not-for-profit organisation needs to consider

Not-for-profit organisations have a very particular set of challenges when serving their members. Primarily, they need to provide the same high levels of service that people expect from commercial companies. But whether they are trade unions or charities, the responsibility to be financially prudent with member subscriptions and associated services also requires them to achieve this with fewer resources and less waste.