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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…
15 November 2016 Written by
I'm not sure if you're familiar with the concept of six degrees of separation? The ideas is that all living people are six steps or less from one another, making the entire world population reasonably close. Bearing this in mind, you may well have hundreds of friends, families, business or…
10 November 2016 Written by
Anyone who knows me knows that I wholeheartedly believe that sales people can be the most difficult people in the world to manage. And I should know, I am one. As a group, they are boisterous and smooth talking. They don’t really do detail and most seem to enjoy flying close…

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News

It's Not Easy Being G…

In the words of the world famous Kermit the Frog – ‘It’s not easy being Green’! We at OpenCRM are Green! so imagine my delight when I attended the recent North East Expo and the guys stood next to me were also green. They took the applause, however, as they also has a 6 foot frog with them. Talk about making yourself stand out! But why a 6 foot frog? As I walked amongst the various stalls and exhibitors I regularly heard ‘have you...

Always Record your Ac…

We have a long running (kinda sad) joke in the office. Whenever someone says that they forgot to do a particular job, someone will inevitably reply that they should get “some kind of system for that…maybe a CRM.” There’s always a bit of a sigh and a chuckle…I told you it was a sad joke. But the root of our vague amusement comes from the idea that, when we forget to do something, it probably is because we didn’t make a note...

Learning From Your Hi…

Humanity seems to thrive on failure. The news pages are filled daily with stories of defeat, misadventure and mishap. Business launches that flop spectacularly or a tech invention that goes wrong - for whatever reason we love to read about that kind of thing. In fact, at certain levels we have come to expect failure. Sporting fixtures for our national team or the Eurovision Song Contest are occasions where we almost relish the prospect of not winning. But lack of success...

System Config Never E…

We’re always looking for ways we can improve the service we provide to our customers. Sometimes this is a little tweak to our product and other times it is a little adjustment to our process. Sometimes these process modifications mean that we need a new way of capturing information in our own OpenCRM system. Let me give you an example: a small number of years ago, we were finding that information about new customers wasn’t always being passed across to the project...

Countdown to Xero

5….4….3….2….1….Xero Keeping on top of your current balance sheet is an essential part of anyone’s business, it answers the simple questions like... 1. Who owes us money? 2. How much do they owe? As many of you know, we have been integrating with Sage 50 Accounts package for several years now. The exciting news is that we now integrate with the Xero accounting package also. This integration is currently in beta testing, meaning that a small number of our existing customers are testing it out...

Direct Marketing With…

OpenCRM is designed to cater for a wide range of business challenges. Different clients tend to use the system for as diverse a range of problem solving as you could imagine – some will use the out-of-the-box system for general contact management whereas others like to focus on a specific function and carry out extensive custom work, designing this to meet their exact requirements. Working in the Projects team, I get to help these customers in reaching their goals for their...