Transforming Membership, Communication and Event Management for ITM with Optimiser optimiser

The Institute of Travel Management (ITM)

The Institute of Travel Management (ITM) is a premier membership organisation committed to uniting and empowering the business travel community across the UK and Ireland. By offering impactful content and dynamic networking opportunities, ITM fosters valuable connections, facilitates knowledge-sharing, and inspires its members.

As ITM experienced significant growth in its membership base, the organisation faced new challenges. Managing a large volume of membership data, enhancing communication with members, and organising increasingly popular events more efficiently became critical. ITM sought to provide enhanced value to its members but struggled to find a solution capable of addressing expanding requirements whilst improving commercial efficiency.

Why Optimiser CRM and Optimiser Touchpoint?

To address the challenges, ITM turned to Optimiser, a comprehensive CRM and business management platform. In addition to the CRM, ITM chose Optimiser Touchpoint, an advanced web engine that was used to develop the website, offering seamless two-way connectivity with the Optimiser CRM. This decision has been transformative for ITM.

With Optimiser CRM, ITM now efficiently manages it's membership data, plans and executes targeted member communications, and organise large-scale events with ease. Additionally, the platform has enabled ITM to introduce new value-added services, such as a library of resources, developing communities, and book free and paid webinars, enhancing the overall experience for members, partners and sponsors.

Driving success with Optimiser CRM & Optimiser Touchpoint

The implementation of Optimiser has revolutionized ITM's operations, delivering key improvements across the board:

Streamlined Membership Management:

Automated Processes: Optimiser has automated all membership-related tasks, including new registrations, renewals, and upgrades. This has eliminated manual errors, saved time, and ensured that membership data is always up-to-date, avoiding duplication and ommission.
Automated Invoicing: What was once a labor-intensive task, invoicing is now handled automatically, allowing ITM to maintain accurate financial records and improve cash flow management.
Seamless Payment Processing: Payments are now processed automatically through the ITM website, further simplifying the management process.
Automated Reminders: Membership-related reminders, such as renewals, downgrades, and upgrades, are all automated, ensuring members are kept informed without additional effort or resource from the ITM team.

Enhanced Event Management:

Centralised Event Management: Optimiser provides a centralised system for planning and managing both virtual and physical events. Delegate management, post-event follow-ups, and other tasks are now more efficient and streamlined.
Improved Delegate Experience: ITM can effortlessly manage attendee registrations, track participation, and generate real-time reports, making it easier to evaluate event success and plan future initiatives. Features include dietary requirement tracking, QR code-enabled delegate tracking, post-event communication, and surveys have significantly enhanced the delegate experience and helps ITM with enhanced decision making.
Efficient Online Registration: The platform enabled online delegate registration with integrated payment processing, invoice generation, and waitlist options, allowing ITM to manage their events more efficiently than ever before.

Improved Efficiency and Member Experience

The adoption of Optimiser has significantly improved ITM's operational efficiency, allowing their team to focus on delivering value to members rather than getting caught up in administrative tasks. Members now enjoy a seamless experience, from joining ITM to participating in events, updating their profiles, accessing resources, and attending webinars—all through the ITM website. This streamlined experience has further solidified ITM's reputation as a leading organisation in the international business travel community.

As a result of these efficiencies and value-added services, ITM's membership retention and engagement has improved significantly, and events have become more popular.

Type: Membership Organisation
Region: United Kingdom
Product: Optimiser CRM, Optimiser Touchpoint

At A Glance

Challenges

Managing Membership Data
Delivering Consistent Value
Ensuring Effective Communication and Transparency
Efficient Event Management

Solution

Optimiser CRM & Optimiser Touchpoint

Results

Automated member communications
Streamlined processes for member joining, renewal, upgrades, and downgrades
Centralised event management with online registrations, payments, and QR code-enabled delegate tracking
Enhanced data accuracy and security through centralised membership management thereby enabling efficient decision making.

Scott Davies

Chief Executive Officer

"Optimiser has been a game-changer for ITM. It has streamlined our membership management, automated communications, and made event planning far more efficient. The platform has significantly enhanced our operations, allowing us to focus on delivering greater value to our members. The results have been outstanding, and we couldn't be more satisfied with Optimiser."