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Category - Technology


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


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…)


The membership dilemma – segmentation or ‘one size fits all’?

Experienced membership professional John O’Brien talks through the benefits of segmentation. Many membership organisations want to address their entire membership, but that is not necessarily what members want. That’s the membership dilemma – to segment or provide a ‘one size fits all’ offering. In my (more…)


Biography of John O’Brien, Experienced Membership Professional


Delivering Knowledge – CIBSE’s Digital Strategy


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…)


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.


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…)


Google guide for NFPs

  Are you aware that Google could provide your organisation with tools and Apps that could add value and assist with your everyday tasks? Hart Square has created this eGuide to provide information on some of the Google products that may be of interest.


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.


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…)