The Charleston Trust
June 2020 - present
The Charleston Trust sought to identify a fit-for-purpose and cost effective CRM & Ticketing solution, ready to replace its current system(s) whilst also seeking to gain greater understanding of and insight into its various audiences, to achieve greater audience engagement and income in particular through improved membership and fundraising functionality and potential integration with other systems and functions such as hospitality and retail.
I provided consultancy advice to:
- determine what their CRM/Ticketing need was
- undertake analysis into the 'systems' and processes they used and how they did or didn't achieve their objectives
- help determine the functionality required from the CRM system
- shortlist up to 3 providers to go out to tender to
- demonstrate to their Trustees the potential of a new CRM system and strategy
- assist with agreeing contract terms with chosen supplier
- undertake top-level project management of the implementation and go-live
More selected projects
Helen Dunnett
email: HelenDunnett@hd-consulting.co.uk
linkedin: hdunnett
twitter: @HD_Consulting
Try my brand new CRM requirements tool here:
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:
Newsletter signup
Receive my 5 Ways a CRM can boost your biz and build your audience FREEBIE and keep updated with our newsletters
© 2023 HD Consulting · All Rights Reserved. Privacy policy | Terms of use