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 We’re always up to something here at OpenCRM - from adding exciting new features, to welcoming new team members and customers.

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Fusing Together Customer Service and Technology

30-01-2017

Here at OpenCRM, we've always believed that providing great customer service is just as important as providing a great system for our customers to use and tailor to their business needs. This isn't always the case in our industry. In the words of our MD, "too often customer service is relegated to second place behind technical knowhow..." Read more about where we think...

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Are You Ready for a CRM System?

25-11-2016

Our latest article poses a question that is not exactly what you might expect a CRM provider to be asking. There are some providers out there that will push you to buy a CRM solution for your business, regardless of whether you’re ready for one or even if what they’re selling suits your business. That’s just not us. We know that a...

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Alternative Providers: The Right Solution for Your Business?

27-09-2016

When you're looking for a new product, whether its for your business or your home, chances are you will be looking at the big, brand names first. And there's nothing wrong with that, there are times when those are the right choice--they are the industry leaders for a reason afterall. But there are other times when these big names just aren't...

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OpenCRM Version 3.9.5 Released

12-08-2016

As of today, our customers will start to have their systems upgraded to the latest version of OpenCRM. There are many exciting features that are available in this newest iteration of OpenCRM, one of which we discussed last week in a blog post and a few others that we’d like to tell you about below. You can read about all of the...

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Why "My Way or the Highway" Works

09-08-2016

As the boss, you've undoubtedly know exactly how you want your team to carry out certain tasks. But it's not really politic to always take the "My Way or the Highway" approach. According to Graham, however, it's still the best way to run a business. "[It] is often seen as an overly aggressive or even negative management technique. But it works...

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Cracking the Consistency Code

05-07-2016

Succeeding in business takes time, effort, and luck. Although the other two can’t really be helped, there are things you can do to make sure all the effort you and your team put in is all focused in the right direction. A big part of this is making sure that all this hard work follows the right path you’ve planned out...

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Is CRM the missing ingredient in your start up?

24-06-2016

Everyone knows that building a company from the ground up takes time, energy, resources, and dedication. What a lot of people don’t realise is that building and running a company also involves organisation—for anyone who hasn’t done it themselves, the amount of paperwork and record keeping necessary to get a company off the ground (and up in the air) can...

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Staying Out of the Shadows

11-05-2016

When it comes to the software you use for your business, you want to be sure it is right for your team and your security needs. That’s why it can take so long to find just the right system and get it configured to meet your exact specifications. But while your team are waiting for that new piece of software, are...

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New Starters

  • Heather Williams It wasn’t easy, but we managed to find another unflappable Project Manager! Heather joins us from the world of tech…
  • Sam Swift We’ve bagged another one! That’s right, we’ve got a new developer joining the team, a local lad with a name…
  • Danny Plumb Joining us from the exciting world of radio, the newest member of our sales team is sure to be bringing…
Meet the Team...

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News

OpenCRM Campaigns vs …

A little while ago now, we had a customer with a very specific reason for wanting to use MailChimp instead of relying solely the bulk emailing and Campaigns module in OpenCRM. This was all down to the way they managed some, but not all of the elements of their marketing strategy. Long story short, we developed a MailChimp integration as part of this implementation. As it was an integration we could see being useful to other customers, we decided to release it...

Let Your Employees Ru…

Each different industry and the players within that field face their own challenges when it comes to the successful running of their business, but the basic goals will generally be along similar lines - business expansion, growing profits, customer retention and keeping employees happy. A key part of that staff satisfaction is empowerment. Brands all over are doing their best to empower their customers by inviting them to complete customer surveys and take part in competitions. By inviting them to...

The Cloud is Just Bet…

I’m always amazed when I speak to people who would rather keep their data in a onsite server in their office rather than the Cloud. I spoke to someone just this past weekend who was convinced that it was safer because they could see and touch that server in the back room of the office. They knew where it was and what it was doing…or at least knew that it wasn’t physically going anywhere. And I can understand the peace of mind...

Productivity is Drive…

Productivity has always been one of those things that I feel strongly about when it comes to running a business. Now you talk about giving people the right tools and finding the right job role for them all day long, but the one thing that never fails to increase a team’s productivity in my experience comes down to processes. Let me give you an example. Several years ago we had a little problem here at OpenCRM. Our sales team and our projects team...

Protect Yourself agai…

As currencies fluctuate, make sure the Value of your Quotes and Sales Orders don’t. I was listening to a conversation on BBC Breakfast the other morning when something caught my ear: No one is quite sure what the impact of Brexit will be on the strength of the pound. This can create some uncertainty when generating Quotes if you operate using a number of different currencies. Lots of systems, including OpenCRM, have the ability to integrate with an Online Currency Exchange, giving...

Find the Right Approa…

It’s not terribly surprising that a recent study presented to the British Psychological Society by John Hackston found that some people found receiving, replying, and managing their email inbox more stressful than others. The author suggested that different personality types will need to structure the way they approach their emails and to-do lists in different ways. It all makes perfect sense to me (and I’m assuming most of you). I think about the way our “always on” MD likes to work...

Making Your Data Safe…

We are so used to storing data in the cloud, it is simply how things work these days. Large swathes of your personal life are already cloud-based – all your email addresses, social media profiles, photos etc. are likely to be stored digitally. In your home you may also have connected appliances – also known as the internet of things – such as heating that is controlled via an account synced to an app on your mobile phone. But apart...

Happy Burns' Night

Everyone remembers to wish people a Happy New Year or Merry Christmas when the season approaches, but what about the other, more regional or country specific holidays? Let's say, for example, that I would like to wish a Very Happy Burns Night to all of my Scottish clients….how can I do this in the most efficient way? In the words of Mel Gibson in Braveheart..’ FILTERING !!’ The ability to filter the information or data that you have stored within OpenCRM makes...

From Website Visitor …

Your website is your shop front. You spend time, money, and effort into getting it just right and making sure that people are finding it. Once there, you want to turn as many of these people as you can into actual sales, but first you have to find out a little bit about them. Then you need to nurture that relationship, but I’m getting ahead of myself. Asking people for their contact details via a web form is pretty ubiquitous these days...

Making The Best Use O…

The end of the year tends to be something of an expensive exercise. At home you’ve spent money on food, drinks and presents. At work you have had Christmas parties and a period of closure – all in all it’s not the cheapest time of year. So if now is a time when you are looking to spend a little less, it is the perfect occasion to dig into the existing resources you have to try and make the most out...

Post-Holiday Struggle…

The first week back from the Christmas holidays is almost over and there’s a curious mixture of sadness and gladness at being back at work. There is the tiredness we all feel, the result of a slightly altered sleeping schedule and a week of indulgences and lazy days. Plus you’ve got the slight malaise from bad weather and no bank holidays until April. Finally, there’s the enjoyment that comes from accomplishing something during the day and feeling productive. Some will even look...

Forecasting for 2017

As we approach the end of 2016, it is time to start looking forward to 2017. It’s become a bit of a tradition for me to write a post with a bit of a forecast on what I think the big topics in CRM will be for the New Year. So below are the issues that I think will be the three “big ticket” items in 2017, along with some questions you might want to consider asking your CRM and SaaS...

The Office Christmas …

Last week saw the the usual out of office OpenCRM Christmas Party. Last year we got all dressed to the nines and went Private Dining at Rockliffe Hall so this year we thought how on earth are we going to top that….. PAINTBALL AND PUB!!! We headed off to No Limits Paintball for an afternoon of snipering and target practice for some and lots of ooo’s and ahh’s from others, I was the latter! We had a blast (Pardon the pun)...

Interviewing for a CR…

Whenever I’ve been to an interview, my two favourite questions to ask are: “What is a normal day for someone in this role?” and “What will be your expectations of me after the first three months?” The first question is usually answered with a quick outline of basic jobs and then quickly descends into some of the more quirky, unusual, or random tasks that sometimes crop up. Every time I’ve asked this question, I have walked away with a far better...

Is It Safe To Head Ou…

There are so many ways of receiving the news, and this information becomes so much more powerful when it is designed to answer your questions or make you aware of issues specific to you. One great example of this is Transport Scotland. They have recently worked on developing a website and companion app that lets you know in real-time along which routes their trucks have been gritting the roads. The idea behind the live monitoring is to help give motorists confidence...