facebooktwittergoogle_pluslinkedinyoutubefacebooktwittergoogle_pluslinkedinyoutube
Hart Square UK office +44 344 567 8790

Category - Strategy

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…)




5
Nov

Delivering Knowledge – CIBSE’s Digital Strategy




7
Jul

Communicating with members via mobile devices

Have you embraced Mobile delivery as yet? How do you communicate with your members? The main forms of communication are letters, email, text messages, website/member portal, face-to-face, social media (Facebook, Twitter, LinkedIn, YouTube, Pinterest, Instagram) and mobile apps. Australia has 24.4 million active mobile accounts (more…)




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…)




3
Jun

10 things you need to ensure before your organisation implements a technology strategy

In this presentation based article the top 10 tips to consider before you implement any type of technology strategy are presented…..click here to view the presentation.




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…)




12
Dec

Your Website is your window to new and existing members!

Website top tips…. Have you heard of the ‘three clicks rule’ or the ‘five second rule’ in relation to attention span when people visit your website? Whether this is due the sheer volume of information and content available or lack of time, the importance of (more…)




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…)




7
Nov

Content marketing isn’t content alone

Content marketing for NFP’s and member based organisations Does your organisation publish content on LinkedIn? Do your members go to your website to lookup the latest article you created? Did you recently post (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…)




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.