21 November 2014 Written by
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…
17 November 2014 Written by
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…
14 November 2014 Written by
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…
12 November 2014 Written by
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…
10 November 2014 Written by
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…
07 November 2014 Written by
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…

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News

Hidden Marketing, Sec…

Last week when I was writing this post, the BBC ran an article about subliminal advertising. They talked about how it first was introduced in the 1950s and how uncomfortable we still are with the idea of our decisions being influenced without our knowledge (not terribly surprising). What was interesting, however, was the test that was carried out by the BBC to see if they could subliminally influence a group of people to choose one type of drink over other...

Breaking the Ice

Why did two penguins jump up and down on their first date? …so they could break the ice!* Making a strong first impression with your customer’s is a crucial part of any customer relationship. Within the first few minutes of a conversation, a customer can get the gist of whether you are professional, approachable, and reliable, or not! Therefore, making sure you have the right tools to make that first impression the best it can be, is essential. Here at OpenCRM, our Project...

Man Flu got you down?

In a Cloud based solution, everything is at your fingertips. Make sure to maximise that information you share between your teams. It’s the season of Man flu. People get sick, and they stay at home in the hopes to get better and not contaminate the rest of their teams. Not only are companies struggling with illness, with extreme snow and rain, sometimes it is just safer all around to stay at home to work. But, what will you do when your...

Landing with OpenCRM

Hi. I’m Gemma. I joined OpenCRM in October. My past few weeks have taught me not only that CRM means different things for different companies, OpenCRM stands for something beyond “Customer Relationship Management”. I have learnt how fantastically our teams will work not only for, but also WITH you. Giving you, our customer, the best web based CRM experience possible. Honestly, these guys and gals are amazing! As part of my training I have been using and experimenting with the different...

Hit the Ground Runnin…

It sounds so cliché but I am going to make 2015 the year of ‘can try’ and not ‘can’t’. I have always thought I was a driven person, but the more time passes by, the more I get set in my ways. I have noticed I have started putting myself into certain metaphorical boxes; which, quite frankly are an underestimated evaluation of myself and are not fair to my actual ability and talent. I have become a bit lazy I...

Do you want to be a p…

To get your CRM project up and running, often you’ll have a team. Cloud hosted solutions allow your team to be all over the place but still have one focal point: success. What makes a CRM Project like a F1 race team? They are Fast With the right hand holding and co-ordination we like to get projects off the ground swiftly and efficiently. Communication is essential for the swift progression of the project implementation. They are Reliable Once your project is up and running, you...

OpenCRM 2015 – Here I…

Don’t you just love the fresh feeling you get when you start a new year? Taking time off has a great effect on one’s psychological state, I feel refreshed and keen to get started. I am really quite excited about what 2015 has to bring. We are working on some great projects which will come to bloom this Spring, these will be followed by lots more exciting things which are in our pipeline. The one thing that has helped me to relax...

Feeling ‘Christmassy’…

I could spend this post talking about lead conversations, time management, and how much our cloud hosted CRM software could help your business improve as we approach the New Year, but instead I want to ramble on about Christmas! Yay! As you know, today is Christmas Eve. Here at OpenCRM we are all very excited for the celebrations to begin, focusing on our daily tasks is becoming a real fight of endurance. I am definitely feeling Christmassy! I have been designing Christmas marketing...

Christmas and Time Ou…

I have been counting down the days to Christmas since the 1st of December. Now, it’s less than a week until the big day and my focus is really trying to get all my Projects here at OpenCRM to a place where I can leave them until the 5th of January. Some of these Projects involve work for customers, while others are more to do with larger scale projects, things that will have an effect on our customers, but not for...

Baa Humbug

This week my colleague Ashley and I met up and had a very successful craft night. Although this kind of behaviour is not unusual for us, we did have a good excuse; we were crafting homemade jumpers for OpenCRM’s annual ‘Cheesy Christmas Jumper’ competition, in aid of the charity Papyrus. Instead of spending our money on the jumpers, we thought let’s ‘up-cycle’ old jumpers, and save all the money for the good cause. It is quite easy at this time of...

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

A Very OpenCRM Christ…

We had our office Christmas party on Friday…it was quite the event. The evening started out with an epic battle of wits, fought on a laser-tag battleground. After several hours of the most intense laser-fuelled warfare ever waged by a CRM company, no clear winner could be seen, the Data Dragons and Server Sharks had, against all odds, fought to a draw. When the smoke had cleared from the first battle, the Data Dragons had emerged victorious. Spurred on by the...

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...