Why do it when you can automate it? – Tips from a CRM Project Manager
As a Project Manager, my role requires me to understand the processes a company has and suggest ways to manage these within their CRM system, …
Maintain your Pipeline and Nurture your CRM Leads
What is the most common reason for adopting a CRM system? Well, that is a loaded and debatable question, as there are many reasons why …
CRM Reports – 16 Big Hitters For You
It’s often said that your CRM system is only ever as good as the data that you put in. But that’s only part of the …
3 Stages Of CRM Implementation
For us here at OpenCRM, the idea of a business setting up a CRM implementation is a bit of a no-brainer. I mean, why wouldn’t you want to use a CRM? We …
What Is Customer Success?
If you ask anyone at OpenCRM who or what is Customer Success – they are likely to point you in my direction, as the Customer Success Manager. …
Why do I need to think about CRM management?
One thing many businesses are quick to figure out is that they need a CRM system. But a bit like owning a car – it …
20 CRM Automation Tips To Help With Your Sales Pipeline
Everyone loves tips and tricks that make your life easier. In the CRM world, this tends to revolve around automation and workflow. This means telling …
5 Essential CRM Templates your Sales Team Needs
Think about the things you considered vital when starting your business. You needed a computer, right? And you went out and made sure your team …
Where CRM meets Jotform and Zapier
Jotform and Zapier are two fantastic tools to help transfer data from one online source to another, such as your CRM system. This kind of …
How to Build the Best Marketing Email
In today’s blog post, I will discuss the importance of building your email templates. In particular, your marketing emails sent to targeted audiences, focusing on …
