CRM
implementation
Keep your CRM implementation on track
Implementing a new CRM is a major undertaking for any membership organisation. Alongside the technology itself, there are processes to redesign, data to migrate, suppliers to manage and teams to prepare for new ways of working.
Membership Matters provides independent CRM implementation support for membership organisations, helping you manage the journey from supplier appointment through to go-live and adoption.
We work alongside your team and technology partner to provide project management, maintain momentum and ensure decisions remain focused on your original requirements, member needs and organisational objectives.
We help membership organisations
- Develop implementation plans and priorities
- Provide independent project management
- Coordinate internal teams and technology suppliers
- Manage timelines, actions, risks and dependencies
- Support process design and configuration decisions
- Keep implementation aligned with agreed requirements
- Support testing and preparation for go-live
- Plan for staff training and user adoption
When you might need this
- You have selected a new CRM and are preparing for implementation
- Your team does not have capacity to manage the project internally
- You need someone to coordinate your supplier and internal teams
- Your implementation is becoming complex or difficult to manage
- Project timelines or priorities are starting to slip
- You need independent oversight of your CRM supplier
- Staff need support preparing for new processes and ways of working
Our approach
We start by understanding your CRM objectives, requirements, implementation plan and the roles of everyone involved. We then establish clear governance, responsibilities, priorities and ways of working for the project.
Throughout implementation, we work alongside your team and supplier to coordinate activity, manage risks and dependencies, and keep the project moving towards go-live. We provide independent oversight while ensuring important decisions remain grounded in the needs of your organisation and members.
As launch approaches, we help you prepare your teams for the transition, supporting testing, training, communications and adoption so your new CRM becomes embedded in everyday working practices.
Why Membership Matters?
CRM implementations in membership organisations can be particularly complex, supporting everything from joining and renewals to events, communications, payments and member services.
Our specialist membership expertise means we understand both the technology project and the operational reality behind it. We can bridge the gap between your teams and technology supplier, helping you translate organisational and member needs into practical implementation decisions.
And because we are independent of CRM vendors, our focus remains on achieving the best outcome for your organisation.
Related services
Digital transformation
End-to-end transformation support from initial planning and procurement through to implementation and adoption.
Procurement & vendor selection
Independent guidance to help you select the right CRM and technology partner with confidence.
Process mapping
Understand how work flows across your organisation and identify opportunities for improvement.
Keep your CRM implementation moving
Whether you are preparing to implement a new CRM or need additional support with a project already underway, Membership Matters can provide independent project management to help you stay on track and achieve a successful go-live.
Contact us → or call us on 0345 955 5155
