Transforming Our Membership Management and Engagement: A Success Story with ITSA Group

By Jenna Laurence

As a small UK-based organisation, we’re always on the lookout for ways to improve our membership management and engagement. But when it came to implementing an organised, seamless approach to member interactions and engagement strategies, we were falling short. That’s where ITSA Group came in, and we couldn’t be more thrilled with the results.

Overall, working with ITSA Group has been an exceptional experience. They’ve not only improved our internal processes and engagement efforts but also freed up valuable time and resources for our team, allowing us to focus on what matters most: serving our members and advancing our mission.

“They didn’t just give us a plan; they delivered on it.”

Our journey with ITSA Group began with a need to enhance our CRM system. Our membership was growing, but our ability to effectively manage and nurture these relationships was becoming increasingly challenging. ITSA Group designed and implemented a CRM system tailored specifically to our needs, making member interactions more efficient, streamlined, and, ultimately, more personal. From automating routine tasks to tracking member engagement and providing insights, the CRM has been transformative in helping us understand and serve our members better.

 

One of the most impressive aspects of ITSA Group’s work was their meticulous attention to detail when it came to our committee administration. Previously, managing the pre- and post-meeting paperwork—creating agendas, taking minutes, and circulating relevant documents—was a labour-intensive task. ITSA Group stepped in, relieving us of this burden. They ensured our agendas were clearly structured and aligned with our objectives, provided prompt and precise minutes, and organized all our documentation seamlessly. This not only saved us a tremendous amount of time but also ensured that our meetings were more productive and ran more smoothly than ever.

On top of transforming our CRM and streamlining our committee management, ITSA Group completely revamped our approach to social media. We’d struggled to find a cohesive social media strategy that resonated with our members and reached new audiences. The team at ITSA Group took the time to understand our mission and our audience, developing a social media strategy that perfectly aligned with our goals. They didn’t just give us a plan; they delivered on it—setting up a clear posting schedule, creating engaging content, and even tracking analytics to continuously improve our outreach. Thanks to their work, our social media presence is more engaging, consistent, and relevant than it’s ever been.

Overall, working with ITSA Group has been an exceptional experience. They’ve not only improved our internal processes and engagement efforts but also freed up valuable time and resources for our team, allowing us to focus on what matters most: serving our members and advancing our mission.

 

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Thank you, ITSA Group, for bringing your expertise, attention to detail, and dedication to our organisation’s success. We couldn’t be happier with the outcome and look forward to a continued partnership in the years to come.

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