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What is visitor data and how do I collect it when I don’t have a ticketing or ‘Customer Relationship Management’ (CRM) system?

This useful guide by Helen Dunnett explains the importance of data and the key things we need to know about collecting, storing and using it.

Published: 2022 | Resource type: guide-toolkit

What is ‘Customer Relationship Management’ (CRM) and how can it benefit my heritage organisation?

In this step-by-step guide Helen Dunnett explains how your heritage organisation can create meaningful and deeper relationships with your visitors, customers and donors through the use of Customer Relationship Management (CRM).

Published: 2022 | Resource type: guide-toolkit

Video: How to develop an effective customer relationship management (CRM) strategy

CRM — customer relationship management — is not just about using a CRM system it’s about building and creating meaningful relationships with your visitors and audiences. In this online masterclass Helen Dunnett and Edward Appleyard provide practical insight into how a CRM strategy can work for a small to medium-sized heritage organisation and the impact it can have on audience reach and engagement.

Published: 2021 | Resource type: webinar

Digital Heritage Hub is managed by Arts Marketing Association (AMA) in partnership with The Heritage Digital Consortium and The University of Leeds. It has received Department for Digital, Culture, Media and Sport (DCMS) and National Lottery funding, distributed by The Heritage Fund as part of their Digital Skills for Heritage initiative. Digital Heritage Hub is free and answers small to medium sized heritage organisations most pressing and frequently asked digital questions.

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