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Page 1 of 7Select (CRM) Seminar (in partnership with SmartImpact) - Digital Transformation to ...

30/07/2018https://memberwise.org.uk/smartimpactselect/

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

Membership Expert

Janet Payne Ahmed Eltohamy,



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.

Head 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.

SmartImpact

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

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

Executive Consultant, Purple

Jane Royden



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.

Business, 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



Registration

WED 20 JUNE 2018, 08:30 – 13:00 BST

Sales Ended

Thank you for your interest in the MemberWise CRM Select Seminar. We are

sorry but this event has ended. For information about future seminars, visit the

MemberWise website http://memberwise.org.uk

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