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Database/CRM Advice and Support Forum

Wednesday 20 March 2024
2:00 pm to 3:00pm

Meeting Registration

This quarterly forum is open to colleagues from Visionary member and partner organisations. It is hosted by Ashfaq Azim at Thomas Pocklington Trust and Amy Pearman at Visionary.

Visionary and Thomas Pocklington Trust are exploring the formation of a regular Customer Relationship Management (CRM) forum. Our aim is to create a supportive forum, where we can explore ideas, share challenges and ask for help!

This is open to all staff and it is not related to specific CRM system. It may be that you have questions about accessibility, have a new grant and want share ideas about recording data or you may be amazing at managing your CRM system and are happy to share your brilliance with other – whatever the reason for joining, you are very welcome.

The agenda will focus on sharing best practice, problem solving, ways of working, advice and support and providing mutual support.

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