to help improve services to members

May 2021

The Wine and Spirit Trade Association (WSTA) represents over 300 companies producing, importing, exporting, transporting and selling wines and spirits in the United Kingdom. It campaigns for a vibrant and sustainable wine and spirit industry, and members range from major retailers, brand owners and wholesalers to fine wine and spirit specialists, logistics and bottling companies.

Recognising that their incumbent MS Dynamics CRM was no longer fit for purpose, and could not support their growth ambitions and limited their ability to enhance their online services to members,  the WSTA began looking for a suitable replacement. 

Key objectives for the new implementation were to increase automation and integration, so that processes and procedures can be streamlined for efficiency; to better track member recruitment and retention;  and to reduce data errors and silos to create greater data integrity and output for reporting. The WSTA also wanted a secure online self-service area for members.

Jessica Parker, Head of Membership and Events at the WSTA explains why they chose oomi: “It was clear from the initial meeting that oomi’s solution would be a great fit for the WSTA and the team were able to demonstrate a real understanding of the not for profit and association sector and its requirements.”

“A team of inhouse specialists and a vast amount of existing integration options – plus the fact that their servers are UK-based and GDPR-compliant – were the key factors for us when making our final decision.”

The new oomi CRM system, that includes the core CRM along with Membership, Events, Finance, Committees and Sales modules, is planned to ‘go-live; in August 2021. The project includes integrations with a range of other key systems, such as Mailchimp  and Xero, along with the oomi Engaged Members Portal to provide the secure online self-service area.

The solution will be used by all 13 members of the WSTA team and will support each team’s procedures and processes.  It will also bring improvements to external users – members and non-members – as they interact with a frontend interface via the website to access services and membership administration.

Parker concluded: “We are delighted to be working with oomi for the WSTA’s CRM upgrade project. The project is a vital next step so that the WSTA can better serve and understand its members. We’re very much looking forward to a long relationship working with the oomi team.”

Joel Trotman, oomi Director of Sales, added: “We are delighted to welcome the WSTA to our ever-growing community of users from the trade association sector. We look forward to supporting them through the project implementation and then our active User Group  as they embark on this exciting new phase of their development.” 

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