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Heritage Workshops: Choosing the right CRM for your heritage organisation

10:00 - 13:00

Applications for this workshop have now closed



This detailed online course is designed for anybody interested in choosing and implementing a CRM to help them better use data to demonstrate their impact, reach more people and shape future services. The workshop aims to provide tips, guidance on choosing a CRM and on the different options available.


The workshop will take place across two, half-day sessions. It is aimed at individuals wanting to improve their organisational data collection, analysis and presentation and be more efficient and effective in their data use.



The workshop will cover:

  • Scoping the bigger picture – data what’s and why’s
  • Data culture - bringing your users on the journey
  • Defining functional requirements
  • Vendor selection – CRM options for small heritage organisations
  • Data clean up / consolidation tips
  • System set up and customisation
  • Embedding your system within your organisation – tips for maintaining it’s relevance


Session dates & times:

  • Tuesday 1st December, 10:00 - 13:00
  • Thursday 3rd December, 10:00 - 12:30

Cost: Free. Maximum of 20 delegates.



Who is this workshop for?


This workshop is suitable for people working or volunteering for small heritage organisations based in England, Wales, Northern Ireland or Scotland. We are using the National Lottery Heritage Fund definition of heritage types, which are available here. Organisations may be charities, limited companies, volunteer-run or part of a Local Authority.


We ask that only 1 delegate per organisation applies to attend.


The course will be delivered on Zoom. In order to participate, delegates must have a working internet connection, ideally have a working webcam and must have a working microphone. Both sessions will include a number of template exercises for you to work through – so joining from a laptop or PC is essential.



Application procedure:


Please complete the short application form in the ‘Apply Now’ tab. Applications will be open until 12:00pm on Friday 27th November. With up to 20 spaces available, we’ll be looking to ensure that those taking part are those who most need the training content, as well as ensuring that we are offering training to a range of heritage types.


Successful applicants will be informed up to 5 days before the date of the first session and will be sent joining instructions after this date. Should accepted applicants find they are unable to make the workshop nearer the date, we do ask that we are informed as soon as possible, so that the place on this funded training may be offered to another applicant.



Workshop host:




Superhighways supports small charities and community groups do more with digital. Superhighways’ Impact Aloud programme helped charities use digital to better capture and communicate impact, and they now lead the Datawise London programme, supporting groups to better use data to shape their services and influence change.

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Featured Speakers

Kate White

The Heritage Alliance | Media Trust | Charity Digital | Naomi Korn Associates

Funded by the National Lottery Heritage Fund
Heritage Fund