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Category - CRM

20
Apr

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…)




10
Mar

The Definitive Guide to MS Dynamics for Membership Bodies

Implementing a CRM solution on the Microsoft Dynamics platform which meets the needs of a professional membership body, or association, is a complex project which requires careful consideration and planning. In this updated version of our Definitive Guide, launched at our inaugural




10
Feb

The automation dilemma

One of the foremost advantages most of our clients are looking for when they’re planning to invest in a modern CRM solution is the introduction of workflow automation. This is expected to help them address a core challenge facing all non-profits, how to deliver more (more…)




3
Nov

Why should you book your ticket for TechSmart?

TechSmart is for NFP business-leaders and strategic thinkers who need to understand their options and what’s coming – in one fascinating and exciting day. Don’t miss out – register today




21
Oct

TechSmart Strands revealed

Anyone thinking about attending our TechSmart 2016 Summit in London on November 30 will be swayed by the exciting TED-style Talks we have planned. Organised under three separate stands –  Future Tech & Innovation, Data (more…)




2
Sep

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…)




5
Apr

CRM or CMS – chicken or egg?

  You’ve heard the phrase ‘What came first – the chicken or the egg?’ Well, a similar dilemma faces many charities and not-for-profit (NFP) organisations when it comes to reviewing their customer relationship management (CRM) system and web content management system (CMS). These two very (more…)




10
Dec

What’s the role of a Chief Executive in a membership organisation?

In the final of this five part series, John O’Brien shares his thoughts on the role the Chief Executive plays in a membership organisation. It is often said among membership organisations that the Chief Executive should focus on running the business, and not on policy. (more…)




30
Nov

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…)




25
Nov

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…)




23
Nov

On-boarding – how to ensure CRM success in your organisation

  John O’Brien, experienced membership professional, explains how to ensure CRM success within your organisation. Everyone needs to be on board with a new CRM (Customer Relationship Management) system. That probably sounds obvious – however, not every organisation manages to on-board people in a way (more…)




5
Nov

Delivering Knowledge – CIBSE’s Digital Strategy




1
Jul

Business Process Review 2 – Who needs to be involved? Article 2 of 4.

BPR – who needs to be involved? In the second of our four-part series of articles on business process review (BPR), we examine who needs to be involved in the process To deliver real value, a business process review (BPR) should: involve as many (more…)




24
Jun

Business Process Review 1 – what do you need to review and why?

BPR – what do you need to review and why? In the first of our four-part series of articles on business process review (BPR), we look at what you need to review and why Any association or NFP labouring under time-consuming or inefficient processes can (more…)




17
Jun

Membership Management and Technology, Part 4 of 4

It’s about business processes In the final of our four-part series of articles on membership management, we look at why it’s important to review business processes up-front. Implementing any new CRM system or technology provides the opportunity to assess and challenge what you (more…)




8
Jun

Membership Management and Technology, Part 3 of 4

It’s about ideology In the third of our four-part series of articles on membership management, we look at why ideology needs to be part of your thought processes. One of the benefits of assessing technology needs is that it can prompt you to (more…)




27
May

Membership Management and Technology part 2 of 4

It’s about culture In the second of our four-part series of articles on membership management, we look at why culture is so important. One really important aspect to consider when looking at membership management is your organisational culture. The technology you choose must (more…)




25
May

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.




21
May

The ‘perfect’ CRM system – is there any such thing?

Is there any such thing as a ‘perfect’ CRM system? Well, it’s a question we are asked a lot – if only (more…)




18
May

Membership Management and Technology, Part 1 of 4

It’s technology – and a whole lot more In the first of our four-part series of articles on membership management, we look at why it’s a lot more than just technology. There’s a temptation to view technology – whether it’s CRM, CMS or (more…)




12
May

CRM Business Case Template

CRM is a business strategy that incorporates business processes, people, culture and technology. Every CRM initiative should therefore start with a strong business case that takes all of these elements into consideration. Reading this article will allow you to understand how to establish a persuasive (more…)




30
Apr

Developing a Persuasive CRM Business Case

CRM is a business strategy that incorporates business processes, people, culture and technology. Every CRM initiative should therefore start with a strong business case that takes all of these elements into consideration. Reading this article will allow you to understand how to establish a persuasive (more…)




27
Apr

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…)




20
Apr

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…)




15
Apr

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.




13
Apr

30 questions to help you decide if you need a CRM

30 questions to help you decide if your membership organisation needs a CRM database. CRM is not simply a product or a piece of software…   Instead, it’s a strategy, an approach, a philosophy that should incorporate an organisation’s business processes, people, culture (more…)




9
Apr

Infographic: 16 Steps to building a great CRM Business Case

Considering a new CRM, ensure you get your business case right first by reading this Infographic which will assist your organisation, NFP, charity or trade association in developing a CRM business case…       [hs_action id=”7106″]




2
Dec

Top 5 questions regarding CRM and Technology….

Your Questions Answered… At the recent AuSAE Symposiums that we presented at in Australia and New Zealand, we were surprised at how many questions there were from delegates related to their previous experiences with CRM providers. So we thought we would answer some the questions here (more…)




1
Aug

Video: 10 Things you must ensure for a successful CRM inititiative

[hs_action id=”7105″] Watch this short video to learn industry leading tips for CRM implementation, years of CRM and Technology consulting experience within the not for profit sector allows us to share these 10 useful tips with you.




16
Jul

Pythagoras – MS Dynamics for Professional Membership

In the third part of our special series evaluating the pros and cons of different Dynamics CRM suppliers building solutions for the Professional Membership sector, we focus on Pythagoras.




9
Jul

Silverbear – MS Dynamics for Professional Membership

In the second part of our special series evaluating the pros and cons of different Dynamics CRM suppliers building solutions for the Professional Membership sector, we focus on Silverbear.




2
Jul

Excitation – MS Dynamics for Professional Membership

The Microsoft Dynamics CRM platform provides a modern basis for fast, efficient delivery of core membership management. It offers unlimited scope for customisation and configuration, both by end-users and implementation partners. In the first part of a special series evaluating the pros and cons of (more…)




19
Jun

Member Nation – coming to an NFP cloud near you

Member Nation – coming to an NFP cloud near you When Marc Benioff formed Salesforce.com in 1999 he did some (more…)




11
Dec

Microsoft CRM has grown into Dynamics CRM but it still has some growing to do for a good fit in the NFP sector

Part 1 of a 5-Part Series: 10 considerations to make Dynamics CRM a fit for Professional Membership Body and 4 Microsoft Dynamics CRM Marketplace product reviews As specialists advising NFPs on best-practice CRM, Hart Square (more…)




7
Sep

People first – objectives next – technology last

What’s driving your need for new technology? Technology underpins service delivery and it must therefore be top of the list when planning a systems review. This is regardless of where current challenges lie (more…)




20
Aug

Top 8 Reasons not to use Salesforce at your Organisation

Introduction Whilst the Salesforce Foundation provide free licences for NFP organisations to create the opportunity to use their solution, any organisation which really wants to benefit from the undoubted power and functionality available will still (more…)




12
Jul

The sCRM evolution from push marketing

In my last blog I argued that Social CRM is a natural evolution of CRM – they interact and rely heavily on each other – and that Social Engagement solutions need to contribute to the CRM (more…)




4
Jun

Vendor Q&A – SmartImpact on Microsoft Dynamics CRM

We catch up with SmartImpact to find out a bit more about them, their solution and their approach.







25
Feb

User adoption – overcoming inertia & achieving success

Inertia. It’s something that operational staff at NFP, charity and membership organisations can suffer from. People generally don’t (more…)




10
Jan

Platform or Proprietary – the CRM conundrum

As NFP and membership organisations become more competitive, the demand is increasing for comprehensive, integrated end-to-end CRM solutions. These solutions (more…)




21
Nov

Vendor Q&A – Excitation on Microsoft Dynamics CRM

We ask Excitation some tough questions about its Microsoft Dynamics CRM offering.







21
Nov

Vendor Q&A – Silverbear on Microsoft Dynamics CRM

We ask Silverbear some tough questions about its ‘out of the box’ Microsoft Dynamics CRM offering.







23
Oct

Q&A – Understanding your CRM needs

Not sure if your CRM is right for you? Need reassurance that your CRM is ‘fit for purpose’? Try our short questionnaire and find out for sure.







17
Oct

CRM, BPA and BPD – getting beyond the acronyms

If you are considering a CRM system implementation, or appraising the benefits your CRM does or should provide, one key area to address is the application of business process automation (BPA) and business process development (BPD).