Beginner Whose CRM is it anyway?
A guide for creative and cultural organisations using a CRM to manage their audience.
· 2 years ago
Webinar recording – How to choose the right CRM
In this article
About the webinar
In this one-hour webinar, Adam, Tech Champion for Ticketing and CRM, will guide you through the essential steps to take when planning for a new CRM system.
Whether you’re feeling overwhelmed by the options or unsure where to start, this session will demystify the process and help you feel more confident about making informed decisions. Through practical advice, you’ll gain a clearer understanding of what makes a CRM system work for your organisation, and how to get there.
You will learn:
- How to assess whether your organisation is ready for a CRM change
- Practical steps to prepare your data and internal processes before procurement
- What to look for in a CRM supplier and how to evaluate systems effectively
- Tips for shortlisting vendors and running a confident procurement process
Resources
Download the presentation for this webinar (PDF)
EXAMPLE – CRM brief template (Word document)Further support
The Digital Culture Network is here to support you and your organisation. Our Tech Champions can provide free one-to-one support to all creative and cultural organisations who are in receipt of, or eligible for, Arts Council England funding. If you need help or would like to chat with us about any of the advice we have covered above, please get in touch. Sign up for our newsletter below and follow us on X (Twitter) @ace_dcn and LinkedIn for the latest updates.
You might also like
Beginner 5 Tips for Cleaning your CRM
Your organisation’s Customer Relationship Management (CRM) system is a powerful tool, but when your data becomes muddied with duplicates or incomplete information, it throws a spanner into your organisational processes. Here are 5 simple ways to clean up your organisation’s CRM.
Specialisms covered in this article:
Customer Relationship Management CRM
Beginner The five essentials of collecting contact data
Contact data is business critical and one of your organisation's most valuable assets. Find out how to set up and grow, and collect a contact database starting with these 5 essentials.
Specialisms covered in this article:
Email Marketing
· 3 years ago
