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Is CRM software right for yr .org? #net2welly Aug meetup

Do you have lots of people to stay in touch with yet struggle to do this easily? It's not uncommon for organisatins to have lists of names in multiple places:

  • on post-it notes?
  • in excel spreadsheets?
  • an Outlook list or two?
  • stacks of business cards?
  • a funding raising system?
  • scrunched on dockets in a jacket or purse?

If this sounds familiar, you're not alone. Many organisations do not effectively manage all the relationships they have with supporters, influencers, clients, training or conference attendees, and others.

Constituent Relationship Management (CRM) software can help bring some order to the chaos, and ensure you stay in touch with people. There are many benefits to CRM, besides a tidy desk.

Software isn't a magic bullet as it takes a willingness on behalf of everyone in your organisation to use the same system, with standard operating procedures, and some form of quality assurance.

This informal session will give you a chance to ask questions about:- why have a CRM? what are the options? are there any pitfalls? what the costs? where to get started?

David Allan, Director of InfoAge, will share his experience working with organisations to design or select a CRM. After a short scene setting introduction, it'll be over to the #net2welly crowd to ask all the burning questions you have.

We're fortunate to have David speak, as he is off to Laos later in the week. He'll be providing practical IT help to Education Centres for three months. You can find out more or make a donation at:

About David

David established InfoAge Ltd in the 90's and has been trusted by clients to support them in their businesses ever since. He graduated with a B.Com from Auckland University in 1994, so he understands business. He's been knee deep implementing IT projects, since his first commercial Access database in 1992 and web technologies in 1994.

David and his team work with a diverse range of clients and successfully continues to grow the business with Government, Small Business, Corporate and Non-profit clients. As well as database development and advice, InfoAge assists clients with IT support, website design, data and BCP/ DR.

In his spare time David enjoys everything Wellington has to offer and enjoys time with family, friends, volunteering and a travel where possible.

Join or login to comment.

  • Julian A.

    Lean UX Workshops and the Lean for Good Jam:

    The workshop is Thursday and costs around $795 while the Lean for Good Jam is free and spans Friday-Saturday.

    The Jam looks to produce workable outcomes around a social innovation or a topic of social purpose in 2 days. Contact Optimal Experience [masked] if you are interested.

    September 4, 2013

  • Julian A.

    Great discussion on CRMs // the pains and gains. Measurement and reporting are key tasks in any sustainable system and David outlined some of the opportunities and challenges of effective use of CRMs for businesses and non-profit organisations. Thanks to everyone who turned up and to our hosts, Mike and the Family Budgeting Services team.

    August 27, 2013

    • Fraser C.

      Agree Julian. Even pitched at a basic level it's always good to go over fundamentals. Thanks Stephen for organising.

      August 27, 2013

  • A former member
    A former member





    Please add any other twitter handles and hashtags for this event that I've missed!

    August 9, 2013

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