It’s summer. The campus is quiet, the calendar a bit kinder, and the inbox (hopefully) not screaming. For advancement professionals in schools and universities, that rare breather can mean only one thing: it’s the perfect time for a CRM spa day.
Read moreUnderstanding UAT and Why it is the Unsung Hero of CRM
CRM improvement projects can unlock real benefits for your organisation, but only if they work as intended. That’s where User Acceptance Testing (UAT) comes in. UAT gives you a chance to try out changes in a safe, controlled environment before they go live for the entire company. It’s the final check that helps make sure what’s been built actually meets your needs.
Read moreWhat does the new Data (Use & Access) Act Mean for charities?
First tabled under the previous government, the Data (Use & Access) Act 2025 gained Royal Assent earlier this month, meaning it is now law. We’ve been looking into it – here are the key points!
Read moreWhat is CRM? A Beginner's Guide to Customer Relationship Management
At its core, a CRM is both a technology and a strategy that centralises your contact information, tracks interactions, and provides valuable insights into your relationships. For mission-driven organisations, this means better donor retention, improved student engagement, and more effective community outreach.
In this article, we are going back to the start and covering what CRM is, its key features, why it matters for organisations like yours, and how to choose the right system for your needs.
Read moreWe are at the IDPE conference in Wales!
Such a welcoming atmosphere today at The Institute of Development Professionals in Education (IDPE). Come and see Liz and Azadi at the bright pink stand and pick up some treats! Also we accidentally burnt our stand cloth. Long story. If you want to see the damage come to our stand…
