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Client story

Hart Square helps WFA to fast-track selection of a new CRM solution

The WFA is the only global organisation representing the common interests of around 70 of the world’s biggest global marketers.

WFA had outgrown its existing Integra CRM and system needed some independent expert guidance to replace it. Hart Square was engaged to provide extensive knowledge and experience of both the membership sector and the CRM marketplace. WFA finally selected a Microsoft Dynamics CRM solution.

Key benefits

  • Hart Square adapted its usual approach to fit in with WFA’s requirements, without compromising the process
  • Hart Square defined and understood WFA’s requirements, advised on meeting and interviewing suppliers and ensured that due diligence was carried out
  • Hart Square added a lot of weight to WFA’s decisions, so they were better prepared to present a case to senior executives

“The combination of Hart Square’s experience of working with professional membership organisations and their in-depth CRM market knowledge was a real ‘win-win’ for us. With their help, we felt much better informed and more confident about our solution and supplier choice.”

Steve Lightfoot, Senior Manager, Global Marketing Procurement at WFA