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Hart Square UK office +44 344 567 8790

Our Story

Engaging with members, supporters and stakeholders

Hart Square is an independent specialist in providing CRM services to not-for-profit (NFP), professional membership and fundraising organisations, charities, trade associations and the education and healthcare sectors. We have worked exclusively in these sectors for over 20 years, so we really know and understand them – in fact, each of our dedicated team of experts comes from an NFP or membership background.

We provide totally independent and unbiased advice to help our clients maximise the benefits of CRM and associated technologies to enhance engagement with members, supporters and stakeholders. We also help them maximise donor management in order to enhance revenue streams.

 


A ‘people business’

First and foremost, we are a ‘people business’, so we’re not only knowledgeable, but also very friendly and approachable. We are very good at building close, long-term working partnerships with our clients in order to fully understand their challenges. We then combine this relationship building with our in-depth expertise and experience in CRM and associated technologies to enable them to meet those challenges. Our goal is to deliver a truly ‘end-to-end’ solution to our clients.

We can interact with people at all levels of an organisation, from the boardroom to the shop-floor. Indeed, our clients often regard us as part of their organisations, and not just as an external resource.

 


Quality of service

We believe in high quality service and complete dedication to our clients’ needs – which means we are prepared to ‘go the extra mile’ in order to ensure complete client satisfaction.

Our strengths lie in being able to take a business approach to our clients’ requirements, whilst also being able to talk ‘deep technology’. Virtually every CRM project we undertake involves some form of CMS/web and finance system integration, so we apply our in-depth technical skills to ensure project success. And because we can ‘talk the same language’ as suppliers, we can remove the technology ‘pain’ and enable our clients to focus on what they do best.

 


Best practice approach

When we work with clients, we focus on business process and CRM review, helping clients who are either looking for their first CRM system, or seeking to replace one.

Our industry best practice approach means we can be productive from day one. Our specialists use Prince2 project management methodologies to deliver tailored solutions to meet clients’ specific needs. With a firm commitment to guiding, supporting and evolving CRM initiatives, we coordinate every aspect of a project – from people to technology.

Our overall goal is to ensure your organisation maximises the benefits of technology.

Meet the team

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