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New to CRM? - How about a little help to get you started?

We know that when you start out on the wonderous adventure into the world of CRM, you can have many questions about how it all works. So, we have put together a bunch of Q and As, which we think might just help set you on your way.

What is CRM?

You’ve probably heard people talk about CRM and you may even have been told that you, as a business, really should be using CRM, but what exactly is it? And how can it help your business?

CRM stands for Customer Relationship Management. Basically, a good CRM system will help keep you focused on your prospective and current customers, both in terms of your past business and communication with them as well as managing your current, ongoing relationship with them.
We can really only speak of what OpenCRM does, but it follows that any good CRM system should basically do whatever you need it to do. Our system will keep a record of your current and potential customers and keep track of all of their past communication, business opportunities, sales transactions, projects, support tickets, and marketing.

You can also easily tailor this system, adding or removing fields and getting rid of bits that don’t relate to your business.

A CRM should be a perfect reflection of your business processes.

Well, that’s not really something we can answer. Only you can decide whether or not a CRM system would benefit your business. A lot of bloggers and salespeople will tell you that if you ever misplace files or forget to return someone’s call, then it’s a sure sign you need CRM in your life.

All we’ll say is that our own customers come to us with a whole range of business needs and wants and we work hard to meet their specifications. If you think that a CRM might be a useful addition to your business, but aren’t quite sure what you need it to do, why don’t you give us a call.

We can help you identify how OpenCRM could be used to support your business processes and then you go decide if it sounds right for you.

Why host your CRM Solution?

Keeping your CRM system stored in the Cloud is the perfect solution. You can access your system using any browser, all you need is an internet connection. The system you login to is safe and secure, providing you with the flexibility and confidence to work from anywhere. Some of the other benefits of a hosted CRM solution include:

Up to Date Software

With our continual development cycle, we’re always adding new features and benefits for all of our users. Because OpenCRM is a hosted solution, software upgrades are available quickly and managed effectively. New features are available to all users, as soon as the quality assurance phase of development is concluded.

Reduced Capital Expense

The cost of hardware can be a major headache companies, both large and small. There is no installation cost associated with a hosted solution like OpenCRM, removing this financial burden.

Ongoing Hardware Maintenance

The cost of keeping any equipment up to date and functioning correctly does not come at an insignificant cost. Your OpenCRM subscription includes all associated costs of maintenance to the hardware platform, making sure your system is always trouble free.

Network Infrastructure

A hosted solution like OpenCRM eliminates the cost of running and maintaining the kind of sophisticated network infrastructure that a modern, forward thinking company requires to ensure its office systems are always accessible.

Consultancy and Expertise

Employing the right people to carry out high end technical roles is one of the most important facets of good technology management. Subscribing to OpenCRM is like having your own Information Technology department without the cost or headache.

Monitoring and Pro-active Response

Making sure that your data is always available to all of the personnel that need it can be a lot of effort, even before we start talking about specialist monitoring. OpenCRM comes with a dedicated set of monitoring tools that keep us up to date with what is happening and the expected outcome of any technical issues. Allowing us to offer you a high availability guarantee.



Got a question? Get the answer. Call, email, or LiveChat with one of our sales team to find out how OpenCRM can help you.



Check out how OpenCRM can be easily tailored to fit the needs of your business by experiencing all seven of our demo personas.



Purchasing a CRM is all about finding the right system to fit your budget. See for yourself how competitive our prices are.



Ready to put OpenCRM to work for your business? With just a few clicks, you’ll be able to get started on your new system today!


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Software Add-ons Ltd
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North Yorkshire
United Kingdom
+44 (0)1748 473000
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