resources

live webinars & guides

a short guide with CRM selection checklist

This short paper is for those in membership management who are facing their first major CRM or technology-change project.

It will help you understand what to focus on when you look to modernise your approach to technology and deliver continuous improvement to your membership services and engagement.

a successful digital transformation

An insightful interview with Steve Graham, CEO, and Ian Grinbergs, Head of ICT and Digital Transformation, at the Royal College of Physicians and Surgeons of Glasgow, who talk of their experience of digital transformation and the cultural change it brought to the College.

“It wasn’t just a refresh of new technology, it was a whole cultural change.”

recorded webinars

an introduction to oomi CRM

An overview of the functionality of our complete membership management system, designed for, and used by, professional bodies and trade associations.

A 45-min webinar

 Hosted by:
Joel Trotman, oomi

combining your CRM with a modern finance system

Learn more about the importance of CRM integration with a modern finance system and how to go about it. If you are looking to improve the efficiency of your membership services, and considering changing your CRM or finance system, then this webinar is for you.

A 40-min discussion webinar


Presented by:
 Joel Trotman & Rob Barr of oomi, with Amy Swain, Director Member and Stakeholder Engagement, Association of Foreign Banks, and Ian Jarvis, Vertis Accounting

selecting the right CRM that works for you

Want to learn about what you need to look for in a CRM to support membership engagement in these challenging times?

A 45-min webinar

 Presented by:
Joel Trotman, oomi

delivering more with less

Join us to learn how how membership organisations are doing more with less –  improving their membership services and engagement, whilst at the same time increasing operational efficiency and productivity. 

A 45-min webinar

Presented by:
Joel Trotman, oomi

A fully integrated Engagement Management System for the NFP sector - combining CRM, Website, Collaboration, Engagement & Social Media.

oomi is available anytime, on any device and truly agile for your changing organisational needs.

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Epsom, Surrey KT18 5AD

+44 (0) 1372 232 125

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