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13 December 2016 Written by
There are so many ways of receiving the news, and this information becomes so much more powerful when it is designed to answer your questions or make you aware of issues specific to you. One great example of this is Transport Scotland. They have recently worked on developing a website…
08 December 2016 Written by
It’s easy for people to get caught up in the festive spirit at a time like this. Some people will want to decorate their desk or the whole office. Others will bring in mince pies and sing carols, nonstop, from 9am on the 1st of December. It can make this…
06 December 2016 Written by
Just in case you hadn’t noticed it is now quite cold, I know this first hand as my heating went pop last week (cue the violins). However just because it is cold outside you should still make sure you keep all those valuable Leads nice and warm. By managing your…
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01 December 2016 Written by
Every system we create has a little window built into the side of it. We call it the Customer Portal and it gives you the ability to forge an even closer connection with your customers. And the best part? It’s completely free to use, just ask our support team to…
29 November 2016 Written by
Within many businesses, the information that you possess is as valuable as the physical assets you hold. Firstly you need to keep your all-important records of your day-to-day trading. Invoices, purchase orders, personnel costs – everything that makes you accountable to the taxman. Secondly your customer database is your real…
24 November 2016 Written by
Just by a strange happenstance, I am posting a blog on the American Thanksgiving, so it feels rude not to at least mention the holiday. I’ve been told, by one of our resident Americans here at OpenCRM, that a Thanksgiving tradition is to say what you are thankful for during…

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News

The Cloud is Just Bet…

I’m always amazed when I speak to people who would rather keep their data in a onsite server in their office rather than the Cloud. I spoke to someone just this past weekend who was convinced that it was safer because they could see and touch that server in the back room of the office. They knew where it was and what it was doing…or at least knew that it wasn’t physically going anywhere. And I can understand the peace of mind...

Productivity is Drive…

Productivity has always been one of those things that I feel strongly about when it comes to running a business. Now you talk about giving people the right tools and finding the right job role for them all day long, but the one thing that never fails to increase a team’s productivity in my experience comes down to processes. Let me give you an example. Several years ago we had a little problem here at OpenCRM. Our sales team and our projects team...

Protect Yourself agai…

As currencies fluctuate, make sure the Value of your Quotes and Sales Orders don’t. I was listening to a conversation on BBC Breakfast the other morning when something caught my ear: No one is quite sure what the impact of Brexit will be on the strength of the pound. This can create some uncertainty when generating Quotes if you operate using a number of different currencies. Lots of systems, including OpenCRM, have the ability to integrate with an Online Currency Exchange, giving...

Find the Right Approa…

It’s not terribly surprising that a recent study presented to the British Psychological Society by John Hackston found that some people found receiving, replying, and managing their email inbox more stressful than others. The author suggested that different personality types will need to structure the way they approach their emails and to-do lists in different ways. It all makes perfect sense to me (and I’m assuming most of you). I think about the way our “always on” MD likes to work...

Making Your Data Safe…

We are so used to storing data in the cloud, it is simply how things work these days. Large swathes of your personal life are already cloud-based – all your email addresses, social media profiles, photos etc. are likely to be stored digitally. In your home you may also have connected appliances – also known as the internet of things – such as heating that is controlled via an account synced to an app on your mobile phone. But apart...

Happy Burns' Night

Everyone remembers to wish people a Happy New Year or Merry Christmas when the season approaches, but what about the other, more regional or country specific holidays? Let's say, for example, that I would like to wish a Very Happy Burns Night to all of my Scottish clients….how can I do this in the most efficient way? In the words of Mel Gibson in Braveheart..’ FILTERING !!’ The ability to filter the information or data that you have stored within OpenCRM makes...

From Website Visitor …

Your website is your shop front. You spend time, money, and effort into getting it just right and making sure that people are finding it. Once there, you want to turn as many of these people as you can into actual sales, but first you have to find out a little bit about them. Then you need to nurture that relationship, but I’m getting ahead of myself. Asking people for their contact details via a web form is pretty ubiquitous these days...

Making The Best Use O…

The end of the year tends to be something of an expensive exercise. At home you’ve spent money on food, drinks and presents. At work you have had Christmas parties and a period of closure – all in all it’s not the cheapest time of year. So if now is a time when you are looking to spend a little less, it is the perfect occasion to dig into the existing resources you have to try and make the most out...

Post-Holiday Struggle…

The first week back from the Christmas holidays is almost over and there’s a curious mixture of sadness and gladness at being back at work. There is the tiredness we all feel, the result of a slightly altered sleeping schedule and a week of indulgences and lazy days. Plus you’ve got the slight malaise from bad weather and no bank holidays until April. Finally, there’s the enjoyment that comes from accomplishing something during the day and feeling productive. Some will even look...

Forecasting for 2017

As we approach the end of 2016, it is time to start looking forward to 2017. It’s become a bit of a tradition for me to write a post with a bit of a forecast on what I think the big topics in CRM will be for the New Year. So below are the issues that I think will be the three “big ticket” items in 2017, along with some questions you might want to consider asking your CRM and SaaS...

The Office Christmas …

Last week saw the the usual out of office OpenCRM Christmas Party. Last year we got all dressed to the nines and went Private Dining at Rockliffe Hall so this year we thought how on earth are we going to top that….. PAINTBALL AND PUB!!! We headed off to No Limits Paintball for an afternoon of snipering and target practice for some and lots of ooo’s and ahh’s from others, I was the latter! We had a blast (Pardon the pun)...

Interviewing for a CR…

Whenever I’ve been to an interview, my two favourite questions to ask are: “What is a normal day for someone in this role?” and “What will be your expectations of me after the first three months?” The first question is usually answered with a quick outline of basic jobs and then quickly descends into some of the more quirky, unusual, or random tasks that sometimes crop up. Every time I’ve asked this question, I have walked away with a far better...

Is It Safe To Head Ou…

There are so many ways of receiving the news, and this information becomes so much more powerful when it is designed to answer your questions or make you aware of issues specific to you. One great example of this is Transport Scotland. They have recently worked on developing a website and companion app that lets you know in real-time along which routes their trucks have been gritting the roads. The idea behind the live monitoring is to help give motorists confidence...

Festive Decorations: …

It’s easy for people to get caught up in the festive spirit at a time like this. Some people will want to decorate their desk or the whole office. Others will bring in mince pies and sing carols, nonstop, from 9am on the 1st of December. It can make this cold and dark month feel immediately cheery. But what about people who don’t enjoy Christmas? Or don’t celebrate it? How do you make sure that no one feels left out in the...

Keep those Leads Nice…

Just in case you hadn’t noticed it is now quite cold, I know this first hand as my heating went pop last week (cue the violins). However just because it is cold outside you should still make sure you keep all those valuable Leads nice and warm. By managing your Leads correctly you make sure you get the most out of every Opportunity, whether you are entering your Leads manually into OpenCRM or automatically via your website for instance. Action Plans are...