“Which CRM should we get?” It’s one of the most common questions in our sector. But here’s the catch: it might not be the right question. A better one could be: “Are we getting everything we can out of the one we already have?” 

Your CRM is only as powerful as the data and processes behind it. If your foundation isn’t solid—if your data isn’t clean, your workflows aren’t clear, or your team doesn’t have the capacity to deliver—then even the shiniest new platform won’t transform your results. In fact, it can just replicate old problems in a new environment. 

So how do you make your CRM work for you? What does it really take to unlock automation, integration, and meaningful insights? 

Join us for a practical, honest conversation with sector experts and Trocaire, who will share their own journey of transformation. You’ll hear what worked, what didn’t, and what’s next as they continue to optimise fundraising, operations, and service delivery. 

Whether you’re at the stage of making the most of your current platform—or weighing up a migration to a new one—this is your chance to learn from real experiences and ask the questions that matter. 

You’ll leave with: 

• A clearer understanding of how data and process shape your CRM’s success 
• First-hand insights from Trocaire’s journey—what it really takes to get there 
• Practical tips on using automation and integration with your wider tech stack 
• Key considerations when planning a potential platform migration 
• Guidance on how to build the right capacity—no matter your size