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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…
22 November 2016 Written by
As you may have seen on Twitter, I was delighted to attend the North East Expo last week, as described in my recent blog post. But what now? When you get back from a conference, expo, or other big event, there’s still some work to be done. You have all…
17 November 2016 Written by
With the Christmas break looming on the not-so-distant horizon, the subjects of holiday time and opening hours are being discussed up and down the country. A lot of offices close over the holiday period, there are a number of bank holidays, and people need to take extra time off to…

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News

Credit Funding in Ope…

Earlier this week, we completed a minor release that will be bringing some exciting new features and enhancements to our customers’ systems over the coming weeks. You can find a little introduction to the two big ticket items over in our version release news story and further details will be available to all our customers in the release notes, published on our own customer portal. But I want to talk about one of the “minor” features that will be included in...

Business Efficiency –…

One of the main purposes of using a CRM is to promote your business efficiency – let you concentrate on running your business whilst the CRM takes care of processes and data management. Because of this, we are mindful that shortcuts and ease of use are keys to a successful CRM implementation and as a result we are always developing enhancements here and there to make the user experience that much slicker. As we prepare to launch the latest updates to...

Avoiding Holiday Chao…

Year end is here, hooray, you made it! But along with all the reporting and financial fun (not) that you have to tackle at this time of the year, there’s one more job that needs to be managed: the holiday rush. No, that the Christmas holiday rush, but the one where everyone suddenly remembers that they have a few days of holiday to use up and are desperate to organise “just a few days off.” In the last month of the financial year…and...

Being Part of the Com…

This can be a very difficult balance, do you do this just to gain some recognition or is a genuine effort to add something to your community or the place where you work? My son came to me recently as a coach of an under 8’s football team and asked if we would like to sponsor the kids with a new strip. After a short conversation, we decided that we would be delighted to and it would be a great thing...

Cloud Perspectives – …

Cloud storage is a big step towards streamlining your business. It allows you to store your client details and other information in a manner that is accessible from anywhere, at any time. You can build up a great web of data by interlinking Companies and Contacts with all manner of actions, sales details and support requests, helping you build a complete customer profile. Just like those clients, your own business is not a static entity - you are constantly evolving. Staff...

Having the Right Pers…

It is a common pitfall, especially in the tech industry, to assume that known tasks are therefore easy tasks. That just because you know how to do something (and that everyone in your office knows how to do the same thing), it is actually common knowledge. What do I mean by this? Let me give you an example: I was recently having a conversation with one of our developers about a new piece of software I wanted to introduce and had been...