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Client story

Hart Square provides CRM counselling to The College of Occupational Therapists

The College of Occupational Therapists (COT) is a wholly owned subsidiary of The British Association of Occupational Therapists (BAOT), the professional body for all occupational therapy staff in the UK.

COT decided to replace its membership database with the Integra CRM system. Hart Square assisted the College during this initial phase, and was later asked to evaluate and recommend an approach for the rollout of the CRM.

Key benefits

  • Organisation-wide access to centrally-stored knowledge on members, their interactions and relationships
  • Intelligence relating to individual members in one place
  • Streamlined business processes, including event and conference management, consultancy and training

“Hart Square has in-depth understanding of CRM, and experience of working with organisations like ours. They are a great sounding board for us in terms of what Integra CRM can do, and they have helped us to project plan more effectively.”