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News

Taking the Time to Sa…

So you’ve taken the plunge and decided to start using a new CRM system? That’s great – hopefully it means that our marketing materials and sales team have all done their job, outlining how a well-configured and maintained CRM solution can be a real asset to your business. Notice that I put a couple of key words in there – well-configured and maintained.  An off-the-shelf system is a great starting point - it comes with a whole host of features and functions. But...

Keeping a Cool Head i…

Now everyone has returned from their summer break, people are starting to once again focus on their business needs and how we at OpenCRM can help. This is where the Business Development Team fit into the journey. As Business Development, we are often the first person that you will speak to within OpenCRM and that is quite some responsibility. Our goal in our initial conversation is to see if we can help, to dig a little deeper and find out exactly...

Support: Your Helping…

Everyone needs a little support sometimes. It doesn’t matter if you are completely new to something or have been using it for decades, sometimes you just need a helping hand. In this blog series, we are looking at each part of the OpenCRM machine, and how each part is beneficial to the bigger picture. We started off with Tom’s post on the heart of OpenCRM, and this post looks at our Support’s helping hands. OpenCRM is so dynamic and vast, and can...

The Beating Heart of …

After a fun Summer, it’s time to embark on the next chapter of 2016. The start of September tends to be one of the pivotal moments of the year for all of us and the projects team in particular. Many of our clients like to get jobs closed off before the Summer holidays, before coming back to us in September with a new batch of queries, feature requests and general work they want doing on their system. I’d like to...

Business Superhero: C…

After our last Business Superhero, I got to thinking about other pioneers who made seemingly small innovations, but ones that are so essential to our modern world that we couldn’t get by without them. As such, I thought I’d feature a man whose contribution to the way we encode and transmit data is quite literally the foundation of the information age: Claude Shannon. Shannon, who was born in 1916, sounds like he would have been an amazing person to know. Not only...

Clean your Desk with …

Within our company we run a ‘clean desk policy’, this is mainly for security reasons as it would be inappropriate for us to have our customer’s documents - with their private data - on show to whomever wanders into the office. This would be bad practice, especially for a firm who work in the CRM industry. Another side to this though is office maintenance, ‘a tidy room is a tidy mind’ and it is worth bearing this adage in mind if...

Summertime Motivation

I know it may seem a little late to be focusing on a summer related blog, but it is after all the UK and as the great British weather has finally, over the last few weeks, let us enjoy some glorious warmth and clear blue skies, I though it apt to look at how the good weather and summertime activities affects us as employees. Well, I heard on local radio that 40% will have tuned into an Olympic event. At work! The...

Planning for Every Ev…

We have a small army of developers. As far as I can tell, they run on pizza, Monster, and cake. Turning these “food” items into code with great skill and dedication. I am often in awe of their abilities (and occasionally their diet). When they get a difficult development request through, either from one of our customers or myself, they seem to find real joy in being able to find a way to achieve it. I had one recently describe a...

The Flexibility of Ti…

Our HelpDesk module offers a wide range of features that have been developed specifically for helping businesses manage their customer service requests. It includes the auto email responding, email alerts for status changes, status changes based on SLA times, and a whole host of time tracking. You can see when a Ticket was first opened, how many days a Ticket has been active, how long until the first response, and the total time of the linked Activities. And that’s not even...

Reflecting on your go…

As we have all now fully settled into the second half of 2016, questions start to be asked about “how is it August already?” and “where has the year gone!?.” You may start looking at your personal and professional goals for the year to see how you are getting on with achieving them. Are you on the right path still to meeting these goals and targets? Have you achieved what you wanted by this point? Are you ready for the challenges...

Company News August 1…

Hello from everyone here at OpenCRM, July was an exciting time for us all and we have some great news for you, so, without further ado here is OpenCRM’s latest Company News…Beep, Beep Beep, Beeeeeeeeeep! Recently our Technical Director Phil Marsay and his lovely girlfriend Kirsty (he is punching above his weight by the way) went to a romantic Greek Island for their Summer Holidays, beautiful beaches, views and the locals were fantastic. Phil, not one to miss an opportunity, got...

Business Superhero: D…

If you don’t recognise the name, I’m not terribly surprised. Donald Davies is one of those people who worked to develop the foundations of our modern technical world who has seemingly been forgotten by mainstream history. And I can understand why, his big contribution to the world, being involved with the practical implementation of “packet switching” is more than a little technically complicated. Saying that, without this work, our modern technical world simply wouldn’t exist. I was recently watching a BBC...

When Private really m…

If you’re working on a top secret project that only a handful of people have knowledge of, it doesn’t stop you needing to be able to keep track of all the emails and tasks surrounding it. Luckily in OpenCRM, we have a suite of tools that will help you keep everything under wraps. Before I get started on the ins-and-outs of our privacy tools, it is worth mentioning that any user who is a “System Admin” will be able to access...

Gender in leadership

In the last few months, the gender gap has continued to hit the headlines with stories of women being passed over for top jobs. There has also been discussion about the pay gap between men and women in a wide variety of industries, including business, film making, and sport. But with the appointment of Theresa May as the UK’s new Prime Minister, the possibility of Hilary Clinton becoming America’s first female President, and more women like Veronique Laury and Alison Cooper...

Fields upon Fields of…

There are many reasons why you might not want every one of your users to have access to all of the information you want to hold in your OpenCRM system. With very little effort, you can prevent users from seeing certain modules or even certain records, but sometimes you need to be even more granular. Sometimes you need to control the information in an individual field. With OpenCRM, you can do just that. If there are fields that you only want to be...