The Secrets to delivering a successful CRM project in NFP and membership

12:45 – 13:05

We’ll take you through tips, tricks and advice on how to create a successful CRM strategy and deliver your project on time and on budget.

All advice has been crowdsourced from real charities and membership organisations, or provided by our sector and technical experts using real experience of projects in the sector.


  • Technology-agnostic advice about managing all elements of a CRM project, from planning to post-go-live.
  • Crowdsourced ‘lessons learned’ from real charities and membership organisations following CRM projects.
  • All audience members are welcome to receive a copy of our ‘Creating a Successful CRM Project’ whitepaper for more in depth insight.