Want free, actionable advice on how to strategise and roadmap your CRM?
Mike Lewis, Managing Director at Equantiis, will evaluate your CRM transformation plan, offering insights into strategy, guided procurement and digital transformation, from roadmap development to implmentation.
with Mike Lewis
Managing Director at Equantiis
Limited to 5 places per month
"Our work with Equantiis began with the technology but took flight through their forensic exploration of member and student experience. This has helped to bring our growth strategy to life."
Sara DrakeCEO, CGI: The Chartered Governance Institute
Equantiis helped SCoR better serve their members while achieving operational efficiency via integration between the finance system and CRM.
Richard EvansChief Executive Officer, SCoR
Receive tailored advice for your not-for-profit on
How to ensure your CRM strategy aligns with your goals
Implementing a CRM system that drives growth
Building a step-by-step process
Is your charity’s CRM
system effectively supporting your organisation’s goals and needs?
Receive personalised advice and recommendations on how to improve your CRM efficiency.