Layercake Insight
Changing your CRM? Take your baseline first.
Your board will want to know whether the new system improved retention and joining. You can only answer that against a baseline taken before go-live.
Book an AuditWhy before go-live
A CRM project usually changes joining, renewal and the member portal too. History in the old system is often simplified or left behind in migration, so the baseline is easiest to take before the switch.
How it works
1. Membership Insights Audit
Review your reporting and what your current system holds.
2. Membership Reporting Baseline
Set the baseline from your current system before go-live.
3. After go-live
Re-run the analysis, or move to the ongoing service on your new CRM to track the effect month by month.
What this isn't
We don't migrate your data or run the CRM project. We work alongside whoever does, so you can prove what the change achieved.
Book an Audit.
Tell us a little about your organisation and we'll come back to you within one working day.
Tell us what you're trying to solve