Helen Dunnett is a CRM consultant, working predominantly within the arts, marketing and charity sector.
In this episode, I pick her brains around the perfect way to approach CRM. Helen is normally approached when businesses and charities need a new system, but she tries to encourage her clients to start with a strategy instead, and look at both business objectives as well as customer relationship objectives.
We talk about how to avoid the classic errors, such as silos, over or under communicating and the importance of managing stakeholders, which I think is absolutely essential for all businesses these days.
I also ask Helen about her experiences of setting up as a consultant and she shares some of the lessons she’s learned along the way.
You can listen now wherever you usually podcast, via the links below or watch on Youtube.