Hart Square

Implementing CRMs can be challenging but ever wondered if it’s harder than wrangling cattle?🤠 Let’s find out from someone who has done both! In our latest profile, we catch up with Thomas Palfrey, Principal Consultant at Bluelight, who reveals his must-know tips for any organisation tackling a change project. Plus, he offers a surprising glimpse into his life outside the office – helping to run a cattle farm! Read Tom’s profile 👉 https://lnkd.in/ehaSd2q8 #CRM #Digital #DigitalTransformtion #Change

Do you have multiple IT systems and tools performing the same functions, but aren't sure why? Join Catherine Wilson, IT & Digital Manager at the Home Builders Federation, alongside Hart Square's Joyce Harmon and Billy Peat at our upcoming webinar, as they shares insights on how to maximise the effectiveness of your systems 👇

Who from the Hart Square team went from lab coats to client calls?🔬 Meet Joyce Harmon, our very own Head of Client Services, who’s been driving digital success in the non-profit sector for over 6 years! In our latest profile, Joyce shares insights on:  👥 Leading digital projects with a focus on people, not just technology  ✅ The importance of managing change effectively  🌟 Her journey from Nutritionist to digital champion for non-profits! 👩🔬 Curious to learn more? Discover Joyce’s story and her expert advice for non-profits looking to thrive in the digital age https://lnkd.in/eVdpS4sw #DigitalTransformation #NonProfit #DigitalChange #Leadership

Is the end of the year approaching faster than ever? It sure feels that way! Hart Square is buzzing with exciting events and content in October and this month’s newsletter is packed with valuable insights on leveraging data, IT systems, and the fast-evolving world of AI. Here’s a sneak peek of what you can expect: 💻 Webinar Highlights: Insights from Carolyn Brown, CIO of the British Medical Association, on leading AI strategy, as well as Alzheimer's Research UK and Giveclarity.org Ltd discussing their journey of migrating data from a legacy system to a new CRM. 🍷 Win Big! Take our quick 5-minute survey for a chance to win a bottle of fine wine, champagne, or a £75 Hotel Chocolat voucher! 📅 Upcoming Webinar: Don’t miss our next session on Rationalising Your IT Landscape: Stopping the Endless Expansion of Your Systems! 🔬 From Lab Coats to Client Calls: Discover Hart Square's Joyce Harmon’s expert advice on navigating change and leading your organisation to digital success, all backed by a bit of scientific know-how and a lot of passion for making a difference!  👇 Read the full newsletter below 👇 #TheHartbeat #AI #DataMigration #ITStrategy

🚨 Is your non-profit's IT systems creating data silos and slowing down your progress? Too many organisations face the burden of managing multiple, overlapping systems with little automation or integration, leading to higher costs and wasted time on maintenance - time that could be spent driving impact. Join Catherine Wilson, IT & Digital Manager at the Home Builders Federation, as she shares insights on how to maximise the effectiveness of your systems. In this webinar, you'll learn how to: 🔍 Ensure your systems align with your organisation's needs 🔄 Ways to move away from multiple systems and streamline what you have ⚖️ Hear the pros and cons of modernising and streamlining your systems vs keeping what you have 👥 How to involve your staff on the journey of change 📊 Find out how this links to an IT strategy or data strategy Register to secure your place: https://lnkd.in/eEtHFKdU #ITSystems #data #datasilos #nonprofit

A huge thank you to everyone who joined our recent webinar on Developing Your AI Strategy for Nonprofits! We had some fantastic questions throughout the session, and it’s time to announce the winner of our Best Question Competition! Drumroll, please… 🥁 🎉 Congratulations to Catherina Gray, CRM Data Manager at British Private Equity & Venture Capital Association (BVCA), for asking the standout question that earned her a signed copy of The Coming Wave by Mustafa Suleyman! 🎉 Missed the webinar or want to explore the insights further? The full recording is available for download, and you can also explore the fantastic questions our attendees asked during the session. 🖥️💡 👉 https://lnkd.in/e82sTiJM #ai #competition #webinar #winner

How did FEDESSA - Federation of European Self Storage Associations leverage their data to achieve an increase in member retention from 85 to 94%? Join us for the final webinar in our data series featuring Rennie Schafer, Chief Executive of the Federation of European Self Storage Associations (FEDESSA), and Jessica Dearlove, Senior Consultant at ReadyMembership. Learn first-hand how FEDESSA transformed their data approach to unlock deeper member insights, enabling them to deliver automated, personalised, member experiences that increased internal efficiency and engagement. 📊 What you will learn: ✅ Understand what data you should prioritise to collect, track and analyse ✅ How to build a data reporting framework to optimise your data ✅ FEDESSA’s approach to KPIs ✅ How to utilise data for predictive analytics and trend analysis 🔗 Register now to secure your spot: https://lnkd.in/e_vV_ZcR #webinar #data #membership #memberretention #nonprofit

We are wishing a huge congratulations to our clients British Mensa and Royal College of Occupational Therapists for their well-deserved wins at the 2024 Memcom Awards! 🎉 🏆 British Mensa: Joint winners for Best Digital Transformation 🏆 Royal College of Occupational Therapists: Winners of Best Member Support We’re so proud to work with such great organisations! A big congratulations to all the winners and those who were shortlisted! Don't forget you can check out our latest webinar on-demand to find out more about British Mensa’s digital transformation journey 👉 https://lnkd.in/dnS2nzkA

Kayleigh Mapstone, Head of Membership and Projects at British Mensa described an “explosion of content” from members when they first went live with their online community platform. But how did they do it? You can watch our webinar on building and sustaining a thriving online community now, and hear how they achieved 15% of members visiting and contributing online in the first year! Watch now: https://lnkd.in/dnS2nzkA #onlinecommunity #membership #communityplatform

Don't miss the chance to hear from Alzheimer's Research UK and their Salesforce Partner, Giveclarity.org Ltd, as they share their journey of transitioning from a legacy system to a modern CRM. Whether your organisation is just starting out or deep into data migration and integration, this is your opportunity to ask questions and learn directly from  Stephen Bland, Natalie Sheard, and Kevin Chadney. Gain valuable insights on: • Planning your data migration, including resourcing • Ensuring data integrity during the migration process • Crafting integration strategies for disparate data sources • Striking the right balance between integration and reporting • Methods for testing and validating your data post migration 🗓 26th September 2024 🕑 9:30am - 10:30am 📍 Online Book your place: https://lnkd.in/eUah5SCm #data #datamigration #legacysystem #crm