English Pen
To undertake a review of the existing CRM/Fundraising system and other data/payment systems in order to define how existing systems might be used or configured better, where integrations might be applied or improved and to advise on data structure, dashboards and reporting.
We conducted a number of workshop sessions with the English Pen team to understand their strategic business and CRM (Customer Relationship Management) objectives; the current issues, system capabilities and functionality needs/requirements and the ability of current systems to fulfil future needs. The outcome of this review led to the conclusion that the current CRM system would not meet their needs and led to further work in identifying and procuring a replacement system.
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Helen Dunnett
email: HelenDunnett@hd-consulting.co.uk
linkedin: hdunnett
twitter: @HD_Consulting
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Helen Dunnett Consulting works with arts, culture and heritage clients in the UK to provide help with strategic, audience and organisational development.
Helen Dunnett is an experienced CRM, marketing and ticketing professional who has worked with a wide range of arts, culture and heritage organisations for over 20 years. Winner of the 2020 Midlands Enterprise Award: Most Outstanding Small Business Entrepreneur.
Successful projects include:
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