CRM & Digital Engagement... and Cake

We'll hear from NFP organisations about where they are on their technology journey to better engage their supporters and stakeholders.
About this Event

In this session we will start with an overview of the various solutions and suppliers operating in the UK non-profit sector market today – informed by Adapta’s experience of engaging with suppliers across the market through our experience with numerous sector clients. Additionally, we will hear from other third sector organisations about where they are on their technology journey to better engage their supporters, stakeholders or beneficiaries, where they have been successful, where they’ve struggled and how they overcame some of the challenges they faced. In particular, both case studies will talk about the progress they have made in implementing other technology solutions alongside a CRM solution in order to address some of their requirements – and how this has changed the role of the traditional ‘CRM’ system.

Agenda

🕑: 02:00 PM
Arrivals and welcome
Host: Adapta Consulting

Info: Welcome to the event, introductions and overview of the agenda for the afternoon.

🕑: 02:10 PM
State of the market
Host: Adapta Consulting

Info: A snapshot of the CRM market for third sector organisations – solutions & platforms, suppliers & partners as it stands today – and what has changed in the last 12 months.

🕑: 02:30 PM
Case study spotlight
Host: Short case studies from speakers

Info: Leading organisations share practical stories about digitalising finance processes—what worked, what didn’t, and key lessons learned.

Tea/Coffee and cake - opportunity to share learning with peers
🕑: 03:45 PM
Discussion and feedback
Host: All

Info: Small group sessions for attendees to discuss their own challenges, share advice, and explore options together.

🕑: 04:30 PM - 05:00 PM
Review and close
Host: Adapta Consulting

Info: More networking, cake, and a chance to connect with speakers.