Free
Before choosing a new CRM or digital platform, associations must first understand their own priorities, challenges, and internal processes.
In this session, Megan Flower from Caravan Industry Victoria (CIV) explains how her team stepped back to map needs across departments, define success, and align governance and people before procuring a new system. This groundwork ensured they could clearly identify the platform and partner that matched their goals and budget.
Cheryl Quin (ReadyMembership) will add insights on how associations can build internal readiness, simplify workflows, and evaluate vendor fit to ensure a successful digital transformation. The webinar is ideal for associations planning CRM upgrades, exploring new systems, or preparing for implementation.
What You’ll Learn:
- Prepare your organisation by understanding cross-department needs, priorities, and pain points before choosing technology.
- Engage staff early to build buy-in, manage expectations, and create momentum for change.
- Standardise and simplify processes - you can’t automate chaos.
- Establish strong governance, clear data ownership, and consistent records as the foundation for success.
- Design workflows that support future personalisation, automation, and better member experiences.
- Assess vendor fit and collaborate closely with your technology partner to ensure the platform delivers on its promise.
Megan Flower
Cheryl Quin
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