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Memberwise’ CRM Select

February 13 @ 9:00 am - 1:00 pm


In 2019 40% of associations and membership organisations are horizon searching for a new CRM system to provide enhanced member value, engagement and growth. Capturing and evaluating member engagement data is a crucial activity for membership organisations and effective integration across systems is vital in order to do this effectively. This seminar will focus on how the Microsoft Dynamics platform integrates effectively across systems (one of which is direct debit administration) in order to record member engagement.

In response the MemberWise Network has arranged a free half-day seminar (in partnership with Silverbear). The seminar is specifically for membership organisations and provides best practice information and advice for procuring and selecting the right CRM system that will integrate with other systems, in a structured, robust and informed manner.

However far you are along the procurement process our Select (CRM) Seminar Series attendance will quality assure and de-risk your organisation’s approach and enable you to network with fellow association and membership professionals also ‘on the journey’.


09:00 Registration and Networking over Refreshments

09:25 Welcome & Introductions (Carl Grieves, MD, Silverbear & Kerrie Fuller, MemberWise)

09:30 CRM Integration: A Membership Sector Overview and its Importance for Capturing Member Engagement(Kerrie Fuller, Associate Director of Engagement, MemberWise)

09:50 How to Procure CRM That Meets Your Entire Organisation’s Needs via Effective Integration (Nick David, Consultant, Purple)

10:10 A Direct Debit Masterclass: Why Direct Debit Integration for CRM Systems is Crucial for Member Engagement (Gavin Lawrence, MD, Clear Direct Debit)


10:45 Systems Implementation & Business Change: A Tried & Tested Approach with Membership Organisations (David Emuan, Director, MFC)

11:15 Royal College of Nursing Case Study (Simon Hiscocks, CRM Lead, RCN)

11:45 How Silverbear & Microsoft are Supporting UK Associations with Integration to Other Systems (Carl Grieves, MD, Silverbear)

12:15 Expert Question & Answer Session
12:30 Professional Networking Lunch
13:00 Close


February 13
9:00 am - 1:00 pm
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