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Page 1 of 7Select (CRM) Seminar (in partnership with SmartImpact) - Digital Transformation to ...
30/07/2018https://memberwise.org.uk/smartimpactselect/
In response the MemberWise Network has arranged a series of free half-day seminars (in
partnership with SmartImpact) that provide membership and association professionals with
best practice information and advice for procuring and selecting the right CRM system in a
structured, robust and informed manner. However far you are along the procurement
process our Select (CRM) Seminar Series attendance will quality assure and de-risk your
organisation’s approach and enable you to network with fellow association and
membership professionals also ‘on the journey’.
Programme
08:30 – Registration, Networking & Challenge Sharing Wall
09:00 – Welcome & Introductions (Ahmed Eltohamy,
Managing/Technical Director, SmartImpact)
09:15 – CRM – The Fundamentals, Addressing Member
Need & Engagement (Richard Gott, Chair, MemberWise)
10:00 – Digital transformation projects: Top tips and bear
traps! (Janine Chasmer, Consultant, Purple)
10;45 – BREAK
11:00 – Procurement and Selection Essentials (CRM and
Web) for Membership and Associations (Jane Royden,
Consultant, E & H Limited)
11:30 – Our CRM Journey – The Institute of Leadership &
Management (Janet Payne, Head of Membership)
11.50 – CRM Expert Question & Answer Session
12:00 – Professional Networking Lunch
Learning
Outcomes
Page 2 of 7Select (CRM) Seminar (in partnership with SmartImpact) - Digital Transformation to ...
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1) Understand CRM Fundamentals to help
ensure perfect knowledge/insight
2) Establish current and future member
requirements
3) Digital transoformation (including CRM)
related trends, goals and challenges
4) What not to do: the perils and the pitfalls
of digital projects and how to cope if it all
goes wrong!
5) Keeping sight of why you’re doing this
project – and not forgetting your customers
6) Preparing for transformation – what to
do before you Start a digital project
7) Planning your approach and getting your
Board on board
8) How to make sure that you are buying
what’s right for you
9) Understanding the benefits – and
making sure you achieve them.
10) Why we needed to change our CRM
11) What benefits we have received
12) Top tips & Bear Traps
Your Seminar Speakers
Richard Gott
Membership Expert
Janet Payne Ahmed Eltohamy,
Page 3 of 7Select (CRM) Seminar (in partnership with SmartImpact) - Digital Transformation to ...
30/07/2018https://memberwise.org.uk/smartimpactselect/
Richard is widely known as
one of the leading
membership and
association sector thought
leaders in the UK and is
Chair of the MemberWise
Network.
He has worked at a senior
leadership level for leading
organisations including the
Royal College of
Psychiatrists, The Law
Society, Royal College of
General Practitioners,
College of Optometirsts,
Chartererd Institute of
Educational Assessors and
the British Dental
Association.
Richard provides advisory
services to large number of
leading associations and is
Chair of the CPD Standards
Office Independent Expert
Advisory Board He also
champions the
professionalisation of the
association and
membership sector.
Head of Membership, Institute
of Leadership and
Management
Janet has worked in the
professional membership
sector for 19 years and
started her career in the
sector as Head of
Membership at Chartered
Institute of Housing where
she worked as part of the
implementation team on
two CRM implementations
during the 16 years in role.
She joined The Institute of
Leadership & Management
in February 2015 and
played a key part in
managing the transfer of
the business during its
separation from City &
Guilds in 2016, including
leading the project to set
up new IT systems which
went live in December
2016.
SmartImpact
Since 2007, Ahmed has
established smartimpact as
a leading provider of
Dynamics CRM solutions.
Combining his
understanding of business
& membership needs with
technical expertise to drive
innovation and creativity
into member-focused
organisations. Going
beyond just a simple
membership database to a
world of intelligent
systems. He has ensured
smartimpact has high
software & a team of
experts who support
membership organisations
through every part of the
implementation process.
This has led to over ten
years of growth and an
excellent reputation
focussed entirely on the
membership & NFP sector.
Janine Chasmer
Executive Consultant, Purple
Jane Royden
Page 4 of 7Select (CRM) Seminar (in partnership with SmartImpact) - Digital Transformation to ...
30/07/2018https://memberwise.org.uk/smartimpactselect/
Janine is an Executive Consultant at Purple
and has over 9 years’ experience working
within the 3rd sector in areas including
Strategy & Business Performance
Improvement, Organisational change, CRM
& CMS strategy development and
implementation, Data Privacy, Protection &
Management, Value proposition analysis &
development, and Member recruitment
strategies
Janine has managed a number of CRM
implementation projects and has a strong
background creating processes for teams
that deliver high levels of customer service
and long-lasting relationships.
As an active member of the MemberWise
community, Janine can often be seen
facilitating workshops, speaking events or
sharing best practice within the community
forms.
Business, IT and Digital Transformation
Specialist, E & H Limited
Jane works with leaders and teams across
the sector supporting digital and IT enabled
change, most recently with the Chartered
Institution of Highways and Transportation,
the Chartered Society of Physiotherapy and
the British Parking Association.
Jane is a qualified coach, a Member of the
Association for Project Management, and a
former Chair of their special interest group
for People.
Before moving into business change, Jane
trained as a meteorologist and is still
fascinated by the weather.
Book your place
Page 5 of 7Select (CRM) Seminar (in partnership with SmartImpact) - Digital Transformation to ...
30/07/2018https://memberwise.org.uk/smartimpactselect/
Registration
WED 20 JUNE 2018, 08:30 – 13:00 BST
Sales Ended
Thank you for your interest in the MemberWise CRM Select Seminar. We are
sorry but this event has ended. For information about future seminars, visit the
MemberWise website http://memberwise.org.uk
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Page 6 of 7Select (CRM) Seminar (in partnership with SmartImpact) - Digital Transformation to ...
30/07/2018https://memberwise.org.uk/smartimpactselect/
Page 7 of 7Select (CRM) Seminar (in partnership with SmartImpact) - Digital Transformation to ...
30/07/2018https://memberwise.org.uk/smartimpactselect/