09 October 2014 Written by
Use the Action Plans See the ease and automation No More Forgetting Do you have a set series of activities or actions you take every time you start a project or get in touch with a new lead? Make sure you set up your Action plans! Easy to configure, simple…
07 October 2014 Written by
Surviving the cold and flu season is all about managing contagion levels. Being able to work flexibly, using cloud-based CRM and other systems, will allow you to do just that. If you’ve called our office at any time in the last few weeks, you’ve probably overheard someone coughing (sorry!). Even…
03 October 2014 Written by
Writing a business blog post once every week can sometimes become a challenging task. Some days I come up with a concept easily, maybe our developers have come up with a new cloud CRM feature or something exciting happens in current affairs, but other times inspiration is just so hard…
02 October 2014 Written by
It's always worth encouraging your sales force to keep an eye on those lingering leads. What do you do with them? How about we talk about Opportunity Management. Through OpenCRM, you can track all your opportunities in one, concise module. With visual indicators, colour coding and graphs, the opportunity module…
30 September 2014 Written by
Even if you prefer the blooms and greenery of spring, you have to admit there is something quietly beautiful about autumn. Between the blazing colours in the trees, the bright blue sky, and the early morning mist, there is something about this time of year that just about makes up…
29 September 2014 Written by
I cycle into work every now and again so I need to be pretty alert on the roads. Not just regarding the car in front of me, but what’s happening on the pavement, roads and junctions a hundred metres ahead. Similarly, when working on my CRM implementation, I need to look…

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News

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...

How do you make a mov…

Moving from one installation can be extremely stressful. Knowing where to ask for help is always key. I’ve recently just moved into a new house. I went from a small two bedroom apartment to a really nice 2.5 bedroom house with a yard (for that enormous puppy I got this summer. She is now almost 27kg and an energetic destructopup!) I was lucky to have found a furnished apartment when I first moved in. I needed everything but couldn’t afford it, and...

When You Just Need a …

When coping with the stress of learning a new piece of software, the human element is all important…at least until huggable robots become the norm. There was an article on the BBC last week discussing a robot prototype that is being introduced in certain hospitals. The goal of the robot is to measure the stress levels of children through a variety sensors placed within a “Huggable” teddy bear. The idea that a robot could be used to both comfort hospitalised kids and...

Spooks, Séances and S…

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 fast in the UK, it is prime time to dust the cobwebs off the office disco ball, scrub up on those iconic dance moves, and, most of all, get staff...

How do you prepare fo…

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. Your data is like the turkey at thanksgiving, you need it to be full, complete and ready to go. So, what we offer to help with your preparation, is the...

Keep the Focus on Sal…

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 of their abilities. OpenCRM has a variety of tools and features that have been designed for just this purpose. Targets One of the most popular motivational tools for sales people is giving...

3 Good Reasons for Ch…

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 change marks an exciting turn in our weather and environment which starts to introduce the wintery elements, bringing with them a contrast in lifestyle to embrace. No longer will I...

How many elements mak…

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 you needs, make sure you have the perfect solution for your business and make sure the projects team are on points to make sure you have the smoothest sale through our system (see...