Tribe Membership Briefing #2 How to Select a CRM System

Your members sit at the heart of your organisation, so it’s critical that you have up to date information on all aspects of their membership which is where an effective CRM system comes into its own.

Sadly, in many instances systems are at best clunky and at worst they can be a classic case of the tail wagging the dog, with your teams having to work around their shortcomings.

When you’re looking at a refresh, it can be tempting to over-specify when simplicity and clarity should be at the top of the list, so in this workshop we’ll look at the key factors you need to take into account at decision time.

Type of event? TSG near you

Who should attend? MDs, FDs, SDs

Why attend the event? When you’re looking at a refresh, it can be tempting to over-specify when simplicity and clarity should be at the top of the list, so in this workshop we’ll look at the key factors you need to take into account at decision time.