How to choose & implement a CRM
22/05/2025
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Time: 10:00 - 11:15
Location: Online
Description
This 75 min session is aimed at anybody working in a small charity or community group who is in the process of choosing or implementing a CRM so their organisation can better use data to demonstrate their impact, improve efficiencies and shape future services.
We will introduce our recommended 7 step process https://datawise.london/resources/choosing-a-database and cover:
• Data culture - bringing your team on the journey
• Defining functional requirements
• Risks and challenges
• System set up and customisation
• CRM options for smaller charities
• Embedding your system every day
There will also be time at the end for any questions you may have.
Course format
Large event webinar
This session is an online live-format webinar. You will hear from speakers relevant to the topic and may see demos of tools or techniques to help you in your work.
There will be limited interactivity although we may send you into smaller groups for networking.
It's great if you can join us with video but not essential throughout. These sessions may be recorded to share with a wider audience.
Trainer/s
Alice Linell is the Superhighways Data Lead. The Data team's focus is on helping small charities and community groups gain skills and knowledge to better use data to understand London's communities, identify need, develop services, demonstrate the impact of their work and advocate for change.
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