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13 October 2016 Written by
When people are looking at CRM solutions for their businesses, they want to know three things: Will it work for my company? Is it secure and reliable? Who are your customers? The first question is one that you’ll only know by trying it out and maybe chatting with one of…
07 October 2016 Written by
One of the traditional hurdles that CRM was designed to overcome was the compartmentalisation of business data – taking it out of those nooks and crannies and placing it into an open plan environment. The bringing together of information that for years was stored in filing cabinets, old hard drives,…
04 October 2016 Written by
This past Saturday, we helped to organise a local HopeWalk in support of the charity Papyrus. The goal was to raise money to help in their efforts to prevent youth suicide and also to raise awareness of the growing epidemic of suicide in this country. Suicide is now a leading…
29 September 2016 Written by
If you follow us on Facebook, Twitter, or one of our other social media platforms, you might be aware that we (along with a number of people in the local community) are going to be getting out this Saturday for a charity walk known as a HopeWalk. This walk is…
28 September 2016 Written by
When people see that we have an Events Management module in OpenCRM, they will often dismiss it, saying that they never host events themselves and so wouldn’t need it. But it can be used for so much more than planning and hosting an event. You can, with no modifications, use…
23 September 2016 Written by
So you’ve taken the plunge and decided to start using a new CRM system? That’s great – hopefully it means that our marketing materials and sales team have all done their job, outlining how a well-configured and maintained CRM solution can be a real asset to your business. Notice that…

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HQ:
Software Add-ons Ltd
(OpenCRM)
1 Battalion Court
Colburn Business Park
Richmond
North Yorkshire
DL9 4QN
United Kingdom
Tel:
+44 (0)1748 473000
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+44 (0)870 125 5962
Skype:
OPENCRM_UK
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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...