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From The Archive: See…

A large database on a CRM solution contains a massive amount of information. To sort through this and filter and search for records you need potentially means a lot of work. This is where using Views comes into effect. Views are essentially pre-saved searches, offering the results you need without having to go through the search. This means you can create endless numbers of views and filter the data as precisely as you need. Want a list of Invoices that are...

Blossoming Questions

As Microsoft announced their proposed launch date for Windows 10 this week, it got me thinking about our upcoming launch of OpenCRM V4 and whether or not our customers have the same burning questions that Microsoft clients have regarding this latest version of Windows. Is the OpenCRM customer silently asking questions like the following: Will this updated version function in a similar way? How will my experience change as the user? And for my company overall? /li> Have familiar and long established functions...

Are You Making the Mo…

When it comes to cloud CRM systems, it can be difficult to choose which one is the perfect match for your company. We get that, what we find with a lot of our clients is that they might have a CRM program in place, but due to a lack of understanding, customer care and training it is not being used to its potential. It unfortunately happens all too often. Something we all agree on is that a CRM system can...

Embedding new starter…

It’s always interesting when new people start at work. Often when a team has worked together for a long time, habits set in and everyone is used to a certain daily office routine. This can be difficult to change, as new arrivals won’t want to upset the apple cart but would rather slip quietly into the scenery. But at the same time this can bring a disruptive element and not necessarily a negative one. You have a rare opportunity to re-assess...

A Truly Great Achieve…

It is incredible how most days I am inspired by the great achievements completed by the remarkable people I read about in the news. A few months ago, I was impressed by yet another technological innovation from Apple, the Apple Watch and before that, the European Space Agency’s incredible Rosetta Mission. This month, I have been following the absolutely gob-smacking race untaken by Sir Ranulph Fiennes. At the respectable age of 71, he has become the oldest Briton to complete the...

What Comes After Syst…

Implementation to your team is potentially one of the most difficult hurdles in your CRM purchase (user adoption being one of top 5 in this list of CRM implementation hurdles) A 2009 study found that 22% of the issues companies had with implementing a new system were the result of their own teams not using it. Even after you’ve tailored the system to your business, got your team fully trained, showed them the benefits, and tried adding a system of rewards...

Business Superhero of…

We are all about sharing the love at OpenCRM so each month we are going to be shouting about one individual in particular, who we feel is a true business superhero. They might have helped turn a business around, supported a local charity or they could be changing their industry on a global level, it’s here where we will share why we think this person deserves to be crowned our #BusinessSuperhero. April’s #BusinessSuperhero goes to the one and only Sir...

Top Five Tips to Make…

We all wish we could enjoy our lives peacefully, by the water on a beach, or by the river in the countryside. But sometimes it’s not that easy, so we thought we give you some handy tips to help make your customers lives a whole lot easier – plus you’ll score some brownie points along the way! 1 – To do lists Giving my clients access to the Activities module means that they can create clear to do lists to...

From The Archive: Fis…

When the water of a river stops moving it stagnates and not only will a foul smell start to rise from the murky depths but its life and soul will die off. Just like a river, your sales funnel needs to keep flowing. It won’t suffice if you just pump your CRM software full of leads as this data will remain lifeless if nothing is done with it eventually clogging up your system with redundant records. Once the leads are in...

Getting Ready for Goo…

If you haven’t heard yet (and I hope I’m not the one to be bringing you this news), Google has re-written its algorithm that ranks how pages accessed from a mobile device will be ranked in search results. This has the blogging world (and Google itself) awash with a sea of tips and advice for ways to make the pages on your website more mobile friendly. You’d think Google had announced the end of the world…although, I suppose it is...

From the Archive: Fro…

It happens in the best of businesses and services – the unsatisfied customer. But in the current climate you can’t really afford to ignore the unhappy customer. The reason for their dissatisfaction is irrelevant – if you don’t do something you are going to lose business. Using a cloud CRM solution you have a multitude of tools to identify and analyse the problem areas and then to help you provide long-term solutions. What’s more this applies not only to vocal dissatisfaction...

Preparation Prevents …

It’s funny how things people tell you when you are in your formative years really do stick with you. The 5 Ps is something my big sister told me about when I was revising for an exam I was doing for school. Since then, the amount of different scenarios I have applied this motto to has been uncanny; be it my driving test, job interviews, staff meetings, a new creative project or even social weekends away, preparing properly really does...

Don’t put all your eg…

What a beautiful Easter weekend! The weather was beautiful, it was warm out and there were bunnies everywhere. I was lucky enough to stay at a beautiful hotel in the Nidderdale region, full of bunnies: Harefield hall. They have amazing views of the dales and it’s just amazingly peaceful. This weekend, I also was moving. What an exhausting process. I realised the importance of packing correctly and knowing where things need to be. Kind of like I being able to classify...

3 E’s to Energise you…

Working for OpenCRM as their sole designer can be a challenge to say the least. Like many artistic types through history (#violins), on a bad day it can be hard to feel as confident in my own abilities and knowledge as I need to be and not focus on mistakes. Luckily, my team keep me afloat and with a few kind words, I can feel instantly reassured and ready to face the next design project on my list. So, with this in...

From The Archive: An …

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...