31 October 2014 Written by
Encouraging staff to get involved can be hard, email campaigns, events and eMarketing is great for enticing in new leads for your business and updating existing customers, but what do you do when you want to get people involved internally to help lift team spirit? With the festive season approaching…
29 October 2014 Written by
When you are planning a Thanksgiving feast (or a Sunday dinner in the UK) you have so much to do, and so many different ingredients go into making the perfect meal. It goes the same with your new CRM system. To make your CRM successful you need to have data.…
27 October 2014 Written by
A CRM system is a great tool for keeping your business organised and on track. One of the key departments for moving your business forward, however, has to be your sales force. Management, specifically strong leadership, is essential to ensuring your sales team is focused and performing to the best…
24 October 2014 Written by
Change is happening all around us at the moment. We are lucky enough to live in the beautiful Yorkshire Dales, so in Autumn we are surrounded by local wood where all the leaves on the trees are turning to a beautiful palette of oranges, reds, pinks and browns. This Autumnal…
22 October 2014 Written by
Do you know what goes into a Cloud based CRM system? It takes dedicated teams working together to create the perfect hosted solution. At OpenCRM, we grow everything in house. Our teams organically fit together like the 4 elements. Fire: The fire that keeps everything going, our sales team assess…
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20 October 2014 Written by
Our local cinema has been running a film festival over the last week and this weekend, I finally managed to get in to see a film. The film was excellent and so were the previews. I have to say that is one of my favourite parts of going to the…
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How do you keep your …

When you have a full team of eager Sales people. how do you keep them motivated? When you have a hosted solution, it means even your traveling Sales people can connect and keep everything up to date. The visuals they need to keep motivated have been integrated into OpenCRM in the form of the pipeline in the Opportunities module, and the target widget in the side bar. I love using the target. In my new role in the sales team, I am in...

The 12 Days of CRM

On the twelfth day of Christmas my CRM gave to me Twelve Leads Converting, Eleven hot Campaigns, Ten perfect Projects, Nine new Invoices, Eight Tickets closing, Seven signed Sales Orders, Six (hundred) additional Settings, ...Five golden reports... Four lovely layouts, Three email templates, Two quotes expiring and, A new ac-ti-vi-ty

Roll up, roll up, it’…

At this time of the year, not only do our stockings getting stuffed full of presents, our inboxes get stuffed full with lots of emails. Marketers are working around the clock to send out their email campaigns with bright, bold and beautiful designs to try and entice us in to their never-ending offers of special Christmas discounts. Trying to stand out from the crowd at this time of year is tricky. That is why I have put together a few pointers...

Can you be too invest…

In business, like life, it’s all about relationships. The core aspect of a CRM is to manage those relationships. Where have you met? What do they like? How many times have you spoken? Ever get those blank moments, where it seems like you are stuck in a storm and then all of the sudden the snow settles and there is silence? I'm waiting for the snow to settle. In the calm, you find strength. When is that point where you need to...

Christmas and Project…

As might be obvious from my recent blog posts, I really love Christmas. My desk currently has a little tree (fully decorated) on it and my monitors have some home-made* Christmas bunting stretched between them. I’m hoping to add some tinsel later this week. I know for some people, Christmas is a daunting time of year. There are so many people to buy for and the shops are busy. Christmas dinner is a lot of work and a lot of people...

To work or not to wor…

Why don’t you see if your cloud-hosted CRM software can help you to work out whether or not you will be working over your Christmas break? This time of year has been known to bring a lot of stress to business owners, managers and to be fair, most staff within a business. Even though we are all looking forward to a good break, it can be a daunting thought that the office will be shut for a certain amount of time...

3 Ways Practice Makes…

Last night I had the American crew from OpenCRM around for a Thanksgiving meal. I’d like to say my intentions for this were fully from the heart, feeling sympathy for them being so far from home, but really it was a chance for me to get some well needed practice in the kitchen, as this year…I am hosting Christmas! Over the last few weeks I have taken up any opportunity to use my new oven to cook roast dinners for guests...

How do you communicat…

In OpenCRM the goal is primarily to store and keep data which is well organised and visible to those who need it. It is also to eliminate the need to have knowledge in one’s head and to greaten openness in sharing information. Last week, I had little to no voice. I was unable to take calls or to do demonstrations like I usually do. Needless to say I was less than operational. However, thanks to the effectiveness of OpenCRM I was...

Christmas and Customi…

It’s that time of year when you’ll spend inordinate amounts of time wracking your brain for the perfect gift for your friends and loved ones. What do they really want? What colour should it be? Do they already have this one? The whole process is a lot easier when there are small children involved, especially when they’re still writing lists to Santa. It’s like a ready-made shopping list…except for the pony! We find the same thing is true when a customer is...

3 Reasons why Project…

As a designer for OpenCRM, it is fair to say that I don’t use the system in my daily routine as much as other colleagues of mine might. Of course for time management I will use the Calendar and Activities on a daily basis, and send emails as and when necessary, but compared to the rest of our work force my needs are normally relatively simple. However, recently I’ve been asked to do some design work for one of our clients...

Tags: Tools for Tailo…

If you’re working in marketing or event planning, being able to target people with specific interests can allow you to tailor a special offer or event to a select group. I went to a comic book convention this weekend, it was great fun. I bought way too many comics (especially with Christmas coming up) and just generally enjoyed a slightly odd, but uniquely relaxing day out. One of the things I really enjoy about going to an event that is really targeted...

And touch down…

It has been hard to avoid (and why would you want to?) the exciting endeavour, which is the Rosetta mission. It has been the talk of our office. Most of us are fascinated by how long the mission has been in progress (10 years!), how much humankind could learn from it and well generally how awesome the whole project is. It seems natural for humans to have this innate curiosity about life and the universe that surrounds us. There is lots...

Efficient Project man…

Good customer service is pivotal, but how do you make sure you get things done right? As you may have read from my previous posts, I’ve moved house in the past couple weeks. I realise that not everyone has the luck to have such amazing teams to rely on when embarking on new projects and it makes me really appreciate the team I am surrounded by at work. The work the projects team does is pivotal to the success of a customer...

Sympathy and Support

My colleague and I have a bit of a ritual. Whenever one of us is having a tough day or working on something that is causing a bit of stress, we will run a message over a Google image search on some kind of baby animal or cute animal or just something to put a smile on the other person's face. Last week I was working on something that was taking a lot of concentration and was more than a bit...

4 Ways OpenCRM can he…

Making a decision about whether or not your team should pursue an idea and invest time in a project can be tricky. A good CRM system should provide you with a way to share and develop ideas for projects, however big or small. I watched an interesting short video today on the BBC website about a new idea which is being pursued in London, which is ‘up-cycling’ disused old phone boxes into solar based phone charging points for the public. On the...