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Client story

Hart Square advises on member management at the Pensions Management Institute

The PMI is a professional body with 6,000 members which supports and develops the experts who run the UK’s pension schemes.

The institute had implemented the Iris Integra CRM system as a tool for managing its membership activities. However, with the CRM being a largely out-of-the-box solution, it needed additional expertise to maximise the use of the solution – and decided to engage Hart Square, to advise and work on improving the reports that could be extracted from the CRM database.

Key benefits

  • Instant, institute-wide access to centrally-stored knowledge on members, their relationships and other intelligence
  • Tracking of contacts with complex, multiple relationships, with all intelligence relating to an individual contact in one place
  • Streamlined business processes (e.g. events management and Continuing Professional Development recording)
  • Increased confidence in organisational intelligence.

“The key benefit for us was Hart Square’s willingness to understand what we were trying to achieve in a business sense and use their knowledge of the database to help us achieve our aims within the resources we had.”