Voluntary Action Camden

A Hands on Approach to Choosing and Setting Up a CRM System Workshop Video and Notes

This two-hour online workshop introduced delegates to the concept of using a CRM system and database to record and manage your work. We showed how to assess your requirements for a new system, and what you need to think about before you embark on such a project. Delegates came away with working templates of a requirements specification and a scoring mechanism. These can be used to appraise the various CRM systems in the market or evaluate your existing in-house systems and databases.

What we covered:

  • What is a CRM and why use one
  • Review requirements: processes, data and priorities;
  • Demos of different CRM systems
  • Review specifications sheet and scoring sheet
  • What are your options?


Workshop Presentations and additional resources:

** please note, many CRM platforms do offer discounts to charities so always check to see if you qualify for free or reduced rates on licenses and additional modules.