Unlocking CRM and AMS Potential for Member Engagement

Empowering your organisation to drive better engagement and value from core technologies.

Join us for an immersive one-day event designed exclusively for association professionals looking to adopt or upgrade their core technology of CRM or AMS, and to harness it for powerful member engagement.

In today's dynamic landscape, CRM and AMS solutions serve as the central engines driving associations forward, yet many find themselves grappling with confusion, uncertainty, and challenges surrounding their CRM and AMS and how make it truly work for them.

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Event Highlights

Educational Keynotes
Engage with experts as they provide valuable insights into the transformative potential of CRM and AMS within associations. Gain insights into the latest trends, innovations, and best practices.

Case Studies
Explore real-world examples of successful CRM and AMS implementations. Discover how associations have overcome challenges, increased efficiency, and enhanced member engagement through CRM/AMS.

Discussions
Participate in informative discussions with experienced professionals. Gain a comprehensive understanding of CRM/AMS adoption, budgeting, and supplier selection, while addressing common concerns.

Sharing
Collaborate with like-minded peers to identify solutions and strategies for CRM/AMS success. Incorporating our special “Soap Box Session” where you will have the opportunity to air your CRM- and AMS-related concerns. Engage in lively discussions with fellow professionals and explore resolutions to common issues, all while amplifying your voice within the community.

CRM & AMS Clinics
Our impartial expert consultants will be on hand to answer your pressing CRM/AMS questions and provide help and guidance. Discover how to select the right provider to meet your association's unique needs.

Supplier Showcase
Meet selected CRM and AMS solution providers and learn about their latest offerings to support you in your success.

Programme

09:30 - 10:00 - Refreshements on arrival

10:00 - Part 1

  • The Transformative Potential of CRM & AMS
    Understanding CRM / AMS trends, innovations and best practices
  • CRM & AMS Integration with Digital Strategy
     Exploring how CRM/AMS can align with association goals, integration and improved workflows
  • Procurement and Supplier Management: Making the right choice
    Receive top tips on effectively managing CRM and AMS procurement, from budgeting to supplier relationships. Gain insights into negotiation strategies and contract management.
  • Roundtable Excersices - Mapping your implmentation
    The scoping excercise

12:00 - Partner Showcases

  • Learn how strategic association partner suppliers have been supporting associations at round-table presentations and discussions.

13:00 - Networking Lunch

14:00 - Part 2

  • Preparing Your Data for CRM & AMS: A Practical Guide
    What should associations consider before migrating data?, Identifying and removing bad data, Data enrichment strategies, on-going data governence
  • Plotting the member journey
    Practical session demonstration session on member the member journey

15:00 - Networking & refreshment break

15:20 - Part 2

  • Using CRM & AMS to Support Your Recruitment Strategies
    We will delve into the critical role that CRM and AMS systems play in supporting and optimising your association's recruitment strategy. As associations aim to attract new members, CRM and AMS can be game-changers.
  • Future Capabilities of CRM
    AI, Personalisation, automation, and predictive analytics for associations

16:30 - Close

Join us for a day of learning, collaboration, and inspiration, as we empower association professionals to navigate the complex world of CRM and AMS, unleash their full potential, and drive their organisations toward greater success and member satisfaction.

Who should attend

  • Executive Heads, Membership Directors, Heads of Department and Managers, of Associations, Societies, Federations and all membership organisations

What's included

  • All sessions
  • Refreshments in the morning and afternoon
  • Lunch
  • Documentation
  • Post-event online community access

CPD Value

This Executive Forum attracts 4 hours of CPD

 

Session Leaders

Lisa Collins

Lisa Collins

Managing Director, Dovetail Creative

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Ben  Sturt

Ben Sturt

Lead Consultant & Founder, Chrysalis Digital

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