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OpenCRM

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I want to focus on one of the cornerstones of effective and safety-conscious management of data in your CRM – reporting. As well as helping head office keep tabs on what’s going on with your customer data, reports can also be used to empower staff and inform customers.
Reporting is a great means of making sense of the piles of data stored in your CRM solution
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OpenCRM

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Would you be able to walk 500 miles? In a week? 

The answer of course will be no!

But how about extending the challenge to include members of your team at work? Would your team be able to walk, run, cycle, swim, ride, or skate 500 miles to work in the space of a week? Now that's starting to look a bit more achievable!

We at OpenCRM decided to see if we could turn 500 miles of commute into 500 miles of action. Just to see if it can be done, raise money for a good cause, encourage team spirit and participation, and have lots of fun doing so!
At OpenCRM we are launching a charity sports/ activites event, whereby we want YOU to turn one week of your team's commute to work into a charity challenge, raising money for PAPYRUS (Prevention of Young Suicide) or a cause of your choice
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Chances are, if you ask one hundred people to define customer management, you’ll get one hundred different answers. Sure, there will be a lot of overlap and commonality, but just as marketing objectives may differ - one person’s looking at improving brand recognition is another person’s increase of market share, or expanding of the product range, customer management will mean a variety of things. It's like making or ordering a sandwich, you take the basic principles - a couple of pieces of bread - and choose your own filling
Contact management is the bread and butter of your CRM system, what you choose to do with that data is the filling in the sandwich, whether it is for sales, support, marketing, admin or a combination of all of the above, creating yourself the perfect sand
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A recent leading news story talked about Tesco’s drop in profits. Various reasons were given such as empty spaces that cost money - giant “Extra” stores that have been used as gym space and the like rather than for retail. The danger that faces companies such as Tesco (or Amazon, Microsoft, Apple, Salesforce, Nike and so on) is that with their massive size, their become unwieldy. Any decisions or policy changes need to go through multiple hoops of boards, shareholders and other interested parties before any decision can be made. Rolling out change is then a lengthy and expensive process.
Whether you are in a market that is dominated by one company or in an oligopoly with many players, you will have speedboats - small and agile - and supertankers - giant organisations that have weight and stability but less manoeuvrability
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I am sure most of us are creatures of habit. Whether it means going to a branch of Ikea, shopping on Amazon or going to a supermarket, we will generally know the layout of the place and how the customer experience works, regardless of branch or even which country we are visiting. Generally we expect a consistent consumer experience.
The customer experience is one long ride made up of multiple episodes; as such it is important to ensure these episodes are dealt with in a consistent and timely fashion. This post looks at how CRM can help
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Incredible as it may seem, the humble postcode is only 40 years old today. This short combination of letters and numbers has become a totally integral part of our lives that is used for so many things. Obviously we use it to receive post. Increasingly in physical stores at the checkout we are asked for our postcode and house number, in order to help the organisation compile their customer statistics.
The UK postcode is 40 years old today. This post looks at the ways in which we use postal codes in our lives and how a CRM solution can be the ideal place to store and use this information.
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OpenCRM

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Being a relative newbie to CRM I am always impressed that, as a Salesforce alternative, OpenCRM really does stand out in comparison to its bigger brother. Lately, I have been focusing on the way we capture leads.
As a sales person myself, I’ve come to realise that some people bend the truth or the facts just to serve their purpose, just to get your money. 
I fell into sales because I realised I was good at convincing people. However, I will never sell you something I am not 100% convinced you will need and get full benefit from. 
I think that is something we, as sales people in general, should focus on: always having at heart the best interest of our customers. 
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OpenCRM

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Whether mundane or extraordinary, behind everything we experience in life, there are structures in place to ensure things run smoothly. Your pride and joy may be your new car, with incredible acceleration and all-round performance, looking good, with a top of the range sound system. But you still need to check the oil and tyre pressure. Your gorgeous brand new kitchen still needs to be kept clean, and sharp and dangerous implements need to be stored somewhere safe.
This post looks at ways in which you are able to tighten up security around your CRM solution. Ensure that your company data is kept as safe as possible by following these steps.
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One hot topic of discussion about yesterday’s thrilling football match between France and Honduras was the use of goal-line technology to help decide if a goal was scored or not. I’m sure that on this occasion the French will have been very happy with the decision (the goal was allowed), but it is still a controversial technology with people arguing the fors and againsts in forums all over
With research and development, closed and open beta testing, new CRM features are put through rigourous testing procedures so that when released, they will allow you to score all of your goals!
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OpenCRM

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My colleague Abi’s blog post last week spoke about walk to week work and a delightful walk through the Yorkshire countryside along the Coast to Coast footpath.
It got me thinking, that such activities take place out of work, but are a great occasion to forge and cement relationships whether with clients, colleagues or business partners. Away from the phones ringing off the hook and emails pinging every other minute with enquiries or reminders.
Using the cloud, a smartphone and CRM, you have the ability to capture important details whatever the occasion and circumstance no matter how informal
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It's the end of the week before a long weekend. You look around and see you still have piles of work to do, but only 8 scheduled hours in which to do them. Plus, you are busy! You have meetings and calls, not all this work will be done. If you ever feel like this, here are 3 of my favourite tips and tricks on how to keep on top of your work and all whilst keeping a level head.
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I have written a few times about how important the Calendar and Activities modules are in our day-to-day life, while Tom has recently written about the importance of Projects in his own work and Abi’s given you the nitty-gritty on recurring Sales Orders. 
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Have them in circles
47 people
Andrew Gillard's profile photo
Shravan Singh Sisodiya's profile photo
Home Hunts - Luxury Property's profile photo
Tom Chapman's profile photo
Paul Harnden's profile photo
Simpson's Menswear's profile photo
Mediaclip's profile photo
POP Print & Design's profile photo
Green Cloud Hosting's profile photo
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UK-based hosted CRM software solution
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Our advanced fully featured hosted CRM software is easy to use and intuitive with a familiar interface and powerful cloud features. We also offer a flexible bespoke Consultancy, Training and Support service which can be tailored to suit your needs by our clever team of professionals.