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Latest Articles


The Specialist NFP CRM Proposition

Specialist non-profit CRM solutions offer a strong proposition Over the past five years or more a lot of the hype and buzz around CRM solutions for non-profits has focused on the emergence of Microsoft Dynamics CRM and Salesforce as suitable platforms for technologists to build (more…)


MS Dynamics: a Definitive Guide

Think you know all you need to know about Microsoft Dynamics? Well, probably most of your knowledge has come from Microsoft or one of their partners. Hart Square has worked on a number of MS Dynamics projects – we know the benefits and the pitfalls. (more…)


Harnessing ‘champions’ to recruit new members

John O’Brien explains key strategies that helped him to recruit and retain members. Obviously all membership organisations and associations are focused on bringing in new members. Your raison d’etre as an organisation is people paying to be part of your organisation. But in membership recruitment drives, (more…)


What’s the ‘value’ of CRM – and how can it help you?

John O’Brien explains the importance of CRM in membership organisations, and how they can be used to help your members. Membership organisations today have moved on dramatically from where they were. Specifically, their expectations from technology have increased – today, members want to receive communications (more…)


Hart Square helps IPF invest in new CRM

Hart Square has helped The Investment Property Forum (IPF), an individual members’ organisation for those operating in the property investment market in the UK, to replace Integra with a new CRM system. IPF has a membership of over 2,000, including investment agents, fund managers, bankers, (more…)


LCCI replaces CRM after 25 years

Hart Square is working with London Chamber of Commerce and Industry (LCCI), the capital’s largest independent networking and business support organisation, on a high-profile project to replace its CRM, which it has had for 25 years. LCCI represents and connects thousands of companies and business (more…)


Social CRM – is ‘traditional’ CRM dead?

Social CRM – effectively the integration of social engagement with customer relationship management (CRM) strategies – is arguably the ‘next frontier’ for NFPs and membership organisations who want to ensure meaningful social interactions with members, donors, supporters, customers and stakeholders.


Royal College of GPs completes end-user training

Hart Square has delivered six bespoke Integra training sessions to 43 members of The Royal College of General Practitioners (RCGP), the professional membership body for family doctors in the UK and overseas. Each of the sessions was tailored to attendees’ knowledge and experience of Integra, (more…)


ACU renews Integra Support Service

ACU renews Integra Support Service The Association of Commonwealth Universities (ACU) has renewed Hart Square’s Support Service, which includes dedicated and unlimited telephone and email support service for Integra. Hart Square has worked with ACU, the world’s first and oldest international university network, since 2013, (more…)


Q&A with Centrepoint

Hart Square work with leading technology vendors to enable our clients to meet the opportunities and demands they are presented. In this article, we present a Q&A with UK based Centrepoint who have more than 23 years’ experience of providing innovative CRM solutions exclusively within (more…)


Supplier Q&A – Pangaea

Hart Square work closely with leading technology vendors enabling our clients to meet the demands and opportunities they are presented. In this article, we present a Q&A with Pangaea who have more than 20 years’ experience of delivering technology solutions to the UK NFP sector. (more…)


CRM checklist video

Is your organisation planning a CRM project? If yes, make sure you watch our short video on ‘the 10 must do tasks before starting your CRM initiative’. The video will provide you with an informative check list which will help ensure project success.


Building relationships through social media

Improve member relationships with Social Media…. Not-for-profits, charities, trade unions and member-based organisations are already using social media to connect. But how effective is social media in keeping existing relationships and also helping to build new ones? Here is some food for thought: