Sharing data and insight

South West networking group
13 February 2015

At this seminar we explored how other organisations are developing, implementing and using CRM systems and strategies to share data and insight to help them achieve collective goals.

David Moreton, director at Circle Interactive discussed the key features of a successful project, the differences and similarities between CRM projects they’ve worked on with corporate and charity clients, challenges faced, top tips to take away and the importance of having a team ready to embrace change.

Geraldine Crawdord, CRM systems manager at Sustrans shared her experience of leading on and managing the implementation of a new business development CRM system, challenges faced, lessons learnt and how this new system is enabling Sustrans to work more collaboratively, giving better visibility across the whole organisation.

Presentations

David Moreton, director at Circle Interactive

Geraldine Crawdord, CRM systems manager at Sustrans

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