The Blueprint for CRM

Demonstrating how best to consider CRM for your organisation from the business strategy viewpoint, the elements that make up CRM, and introducing the 'Member Management Framework' to help understand the role of CRM.

It’s not a technical issue. 

CRM is often treated almost exclusively as an ‘IT project’, with sometimes software being purchased and installed without a full understanding of what the business considers its requirements to be.

This is to ‘put the cart before the horse’. 

During this 90-minute masterclass with presentations and discussion with some practical exercises, the tutor will demonstrate key approaches to establishing how best to consider CRM for your organisation taken from the business strategy viewpoint.

The masterclass will also cover the elements that go to make up CRM and introduce the Member Management Framework to help understand the role of CRM.

Michael Collins is a CRM and data strategy expert with more than 35 years’ experience of consultancy, training, university teaching and mentoring. He helps organisations maximise the benefits to be derived from using their data. Delegates will benefit from his engaging style backed by in-depth knowledge.

You will take away strategic concepts which can be implemented in your own organisation:
  • How to determine if your organisation is ready for CRM 
  • Why there is a need for strategy before technology 
  • How CRM touches all the main functions of the organisation
  • The Member Management Framework 
  • The importance of getting the specification right
  • Determining if you need new technology
Contents of the Online Masterclass
  • Introduction
  • What is the definition of CRM?The Benefits of implementing CRM
  • Are you ready for CRM?
  • The story of CRM
  • A perspective from the membership sector
  • The Vision
  • A typical Story
  • How should CRM assist?
  • Strategic Cycle of CRM
  • The Member Management Framework
  • How CRM differs from a legacy system
  • The Approach
  • Data Needs 
  • Touchpoints
  • A typical high level view of CRM requirements
  • Emarking on a Journey
  • The steps......The Blueprint
  • The Business Case
  • Promoting Buy-In
  • Relationship Management
What's included
Elements On Demand
Presentation recordings in 14 videos
Workbook, for reflection & exercises
Discussion forum for tutor and delegates 
Enrolment Fees
Members 95.00
Subscribers 125.00
AMCs, PCOs & Event Management companies 145.00
Associate Members 95.00

Fees are in GBP, subject to 20% VAT and payment is only by card. 

You will be taken to the Masterclass where you book as a Delegate with the On-Demand ticket.