The challenge
CITF (Collaboration Innovation Technology Forum) is the UK's leading membership organisation for technology professionals in enterprise, academia, charities and the public sector.
CITF ran its membership on Microsoft Excel spreadsheets. This caused several problems:
- Managing membership and events was cumbersome
- Data quality was hard to maintain
- Administration overheads were unnecessarily high
- Reporting on member benefits took a lot of resource
CITF needed a system to manage membership and renewals, report on member benefits, organise events, improve team collaboration and provide robust data management.
What we did
CRM-UK implemented a CRM covering:
- Membership management and event organisation
- Integration with Amazon Web Services (AWS)
- Automated reporting on member benefits
- Better team collaboration
The results
- Membership and renewals are easy to manage
- Reports on member benefits, including resources accessed and events attended, are produced automatically
- Events are managed in the CRM
- Data management is robust and efficient
Find out more about CRM for membership management.
“CRM-UK have helped us to run our business more efficiently. It is now much easier to manage events and report on member activity. We now deliver our membership services much more efficiently and have strengthened the relationship with our members.”
Project Manager, Collaboration Innovation Technology Forum
