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25 October 2016 Written by
Trick or Treat??? When it comes to making your working day easier is this a Trick or is it a Treat? Here at OpenCRM, there are no tricks but lots of treats that will give you more time to do the things that you enjoy. Email Campaigns Why not set…
20 October 2016 Written by
We’ve all been there. You’ve got a new piece of software to use at work that takes up more of your time than it saves. Maybe it helps someone further up the ladder than you, but it really is just a necessary evil clogging up your daily to-do list. This…
18 October 2016 Written by
Did you see the news article the other day showing former pilot David Mayman flying over London using a jetpack? There was a reasoning behind the publicity stunt, as he intends to make the jetpack commercially available from 2019 which really isn’t far away. So whilst on the surface this…
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…

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Richmond
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DL9 4QN
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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...