The Royal Society CRM Platform Replacement

The Society is looking to procure a new Customer Relationship Management (CRM) platform. The key objective of the CRM is to store all contact information for our Fellowship, donors, and contacts in one system and to organise this information to better record and understand the Society's relationship with individuals on an ongoing basis. With the increased volume of activities across the Society leading to more asks from stakeholders it has become increasingly difficult to record and manage the number of interactions with each stakeholder accurately and the Society does not currently have one view of all contacts with each stakeholder. The proposed solution must consider efforts to futur…

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