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A New Approach to CRM for Membership

Event type: Seminar

Central London

04/12/2015 09:30


Seminar Overview

Join Core, a leading Microsoft Gold Partner for CRM, at this free seminar which will present a recommended way for membership professionals to approach a CRM review or project. On the flipside, it will also cover how Core as a CRM partner approaches implementing Microsoft Dynamics CRM, which can be developed, customised and configured as much or as little as needed. The agenda also includes a demonstration of Core's Membership Platform and specifically how it can help with member recruitment and retention.


  • Registration and welcome at 9.30am
  • Approaching a CRM Project - where to start and what to include in your planning
  • New speaker announced - James Jeynes, MemNet
  • Core's Approach to CRM - includes presentation by Core's CRM Architect and Microsoft Most Valuable Professional David Jennaway
  • Addressing Your Challenges - how can CRM address the top three challenges facing membership organisations – member recruitment, retention and improving member services? Includes examples and live demos of Marketing and Communications, Events Management, Improving Member Services and Reporting
  • Customer case study
  • Q&A with our experts
  • Light lunch provided

Who is this seminar for?

Membership professionals, especially those interested in or responsible for membership management; stakeholders in upcoming internal CRM projects and Directors of membership associations, from Royal Colleges, to Trade Associations, to Chartered Institutes.


One Birdcage Walk, Westminster, London



CRM     CRM Online; Microsoft Dynamics CRM