17 December 2014 Written by
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…
16 December 2014 Written by
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
15 December 2014 Written by
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…
12 December 2014 Written by
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…
10 December 2014 Written by
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…
08 December 2014 Written by
As might be obvious from my recent blog posts, I really love Christmas. My desk currently has a little tree (fully decorated) on it and my monitors have some home-made* Christmas bunting stretched between them. I’m hoping to add some tinsel later this week. I know for some people, Christmas…

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From The Archive: You…

Is it a coincidence that we have an open-plan office here at OpenCRM? Like our office set-up, a CRM solution helps break down walls and silos that are found in a traditional business model. Divisions between sales and delivery can be a cause of raised costs both financially and in terms of human resources. What’s more, these divisions are so out-dated! With the global market both growing and shrinking at the same time, the ties between sales and service delivery have...

Softening the Blow of…

On the first day of every month, I receive a series of reports that help me get an overview of our performance as a company. These aren’t really financial reports, but rather to do with time management and how we’re progressing on all our various customer and internal Projects. I’ll briefly write up my findings and forward them on to our management team. Although not strictly financial reports, I do tend to look at these in relation to our financial year...

From The Archive: Cru…

I recently caught an item in the news that listed some crucial success factors for the B2B e-marketplace and I think these can also be interpreted as “make or break” factors with regards to a successful CRM implementation. Here are some of those primary elements and my thoughts as to how they tie in with CRM: Critical Mass – When critical mass is reached in the CRM project, it becomes self-sustaining as the users can start to work with the system...

Giving Back

This week we launched a brand new part of our website called Giving Back. We will be using this area to document the charity events we put on as a company, to raise awareness for some great causes and also some money to help support them in their future ventures. OpenCRM love to involve our staff and the local community in fun projects. It may sound cheesy, but we genuinely see organising internal and external charity projects, as an important investment...

Avoiding the dangers …

Here at OpenCRM, we always get a bit of the buzz in the office when something out-of-this-world occurs. We were very excited about the Rosetta landing for instance, and Richard Branson’s Virgin Galactic ventures. So, in keeping with tradition, the office discussion this week is about all about the total eclipse, which is to happen on Friday morning. Most of us can remember the last eclipse from our childhoods. For me, I was about 10, and…quite underwhelmed by the whole...

So, this is what’s go…

For the last three weeks we’ve taken a look at how an opportunity can be a great place to keep track of monetary value, in my case for my holiday. This week, I want to show you just how powerful the history subtab is. When you are planning a holiday you want to have the ability to talk to the hotels, and see if they can get you a better deal. Well, all the communication you will have in regards to this...

Our Top 10 Greatest H…

Last week was the official 10 year anniversary of OpenCRM. In those 10 years, we’ve built a system that we can be proud of and put together a fantastic team. In reflecting on the life of OpenCRM, I thought it would be fun to put together a list of our favourite features and greatest achievements (in no particular order). You might call it the OpenCRM Top 10 Greatest Hits: Email integration for every scenario A sidebar full of real-world, useful widgets Unlimited...

5 Days of Funny: Make…

This has been a great week—what a success for the OpenCRM 5 Days of Funny! On Monday we had some really terrible hilarious jokes. Tuesday was full of cats in hats and dogs in tutus. Wednesday was, frankly, more full of “oohs” and “ahhs” over the cuteness of childhood pictures than humour, but we still had a good laugh. And Thursday…I don’t think I’ll ever get over some of those silly walks. But today is the day, the main event! I...

5 Days of Funny: Sill…

What a week we are having here at OpenCRM, with silly jokes, silly pets and best of all silly photo evidence! Well why not! I think its great having a good excuse for the team to have some fun and raise some money for a good cause. Today is the day of the silly walk! Inspired by the ‘Ministry of Silly Walks’ sketch by Monty Python’s Flying Circus. Each competitor has to submit a short video of them doing a silly...

5 Days of Funny: Who’…

As much as I’m enjoying looking through the funny and embarrassing childhood pictures of my colleagues, I can’t help but breathe a sigh of relief that my most memorable childhood moment wasn’t caught on camera…or video for that matter. I couldn't believe it. Nicky, the absolute coolest kid in my class was coming to my house for tea after school. My house! I tidied my room up and made sure the little kid toys were hidden well out of sight. After...

5 Days of Funny: Bail…

This week we are having fun and raising funds thanks to the Red Nose Day campaign. We’re running a different competition each day and today’s theme is pets in funny costumes or doing funny things. I recently adopted a second cat: Mango. He’s a big fluffy 4 year old ginger cat who reminds me a lot of Garfield apart from the fact that Mango does not love lasagne. He does, however, hate Mondays or any day I have to get...

5 Days of Funny: The …

You’ve probably noticed that this Friday is Red Nose Day! This year, we decided that a single day of funny just wasn’t enough for us, so we’re going to do a whole 5 Days of Funny! Each day we’re going to be running a little internal competition to raise money by being funny. Everyone who wants to participate is putting in a small donation through our Just Giving page with all the proceeds going to the Red Nose Day charity. There...

10 Years in the Biz

The team here at OpenCRM are really excited about the fact that this year, specifically this month, we will be celebrating 10 years in the CRM software development business. Wahoo! As a young professional, I take great pride in being part of a team who have, from the start, worked really hard to build a company and CRM product which are aiding productivity and efficiency in businesses today. Starting out as a team of three, the company has grown exponentially over the...

What should I do when…

Last week I wrote about going away for a holiday. This week I want to explain how I am using OpenCRM to help me make a decision. I am holding my destinations as Opportunities. This is where you, as a business, would keep those precious deals on the table to monitor their behaviour. I’m using them to see the value and what they offer side by side. By using the “amount” field, I can add what it will cost me in the...

What’s your Approach?

I don’t know if you play video games, but I quite enjoy them. I do find that the way people approach big tasks, like a video game or within their work, varies so much that the people who develop games (and other software) must accommodate these preferences. Personally, I’m usually quite happy to dip in and out of them, but every once and while, a game comes along that I just lose myself in. All I want to do is play...