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Client story

Hart Square enables BHTA’s ‘virtual’ CRM selection

With its vision of “Better health, better care, better value”, the British Healthcare Trades Association (BHTA) is the longest standing healthcare association in the UK.

BHTA recognised that there were many manual processes being carried out by staff at BHTA that could be brought into a new CRM system.

Hart Square’s task was to help BHTA assess its needs for the new CRM and create an Invitation to Tender (ITT) as the first phase of the project.

Key benefits

  • Expert guidance on replacing existing CRM
  • Expertise on CRM vendors
  • Management of ITT document process
  • Members will have better access to online services

“Hart Square demonstrated that we can go into any complex project like this virtually, and get it done.”