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Beyond CRM for charities – meeting the “customer service” expectations of modern supporters, volunteers and beneficiaries

26 February, 8:30 am - 10:45 am

- Free

Many charities are struggling to meet the expectations of their “customers”.  Today’s supporters, beneficiaries and other stakeholders expect service delivery to be multi-channel, seamless and without delays.

Charities are struggling to meet expectations because, while expectations have increased,  traditional systems have fallen behind. These systems are too often disconnected, laborious to operate and provide few options for “customer” self-service.

As independent consultants, many organisations are asking Hart Square…

  • What does charity service delivery look like? What should I be aiming for?
  • Do I upgrade and integrate my current system, or replace them?
  • What about integrating to my website, CRM and external engagement systems?
  • What else is out there?

This roundtable workshop will be delivered in partnership with Freshworks, examine the questions above and allow you to hear from other organisations who are addressing the challenge.

Who Should Attend?
Senior charity executives with responsibility for managing service delivery, beneficiary management and volunteering management. Executives interested in learning how charities are leveraging database, web and mobile technologies to better execute their mandate of assuring high delivery standards and protection of the public.

8.30 Registration and breakfast

9.00 Introductions and scene setting, Joyce Harmon, Consultant, Hart Square

9.15 Roundtable discussion, chaired by Tom Leaney, Freshworks

10.15 Open forum Q&A

10.45 Close

Book your free place
To book your free place, please click here .  Please note places are limited, so please book early to avoid disappointment.


26 February
8:30 am - 10:45 am