Resources

Want to know more about the team here at Open CRM? Read our blogs and success stories (and watch our webinars and videos) to find out how we and our customers use the system, some favourite features, and tips for getting through your busy day.

All
Case Study
Open CRM Blog
Tuesday Tip
Webinar

Change Log

This is a new version of OpenCRM packed with a ton a great new features and functionality. I’d like to talk to you about them…blah blah blah. This thing Fruitcake marshmallow gingerbread. Topping apple pie lollipop sweet....

by Ashley Tallyn8th July 2019

Change Log

This is a new version of OpenCRM packed with a ton a great new features and functionality. I’d like to talk to you about them…blah blah blah. This thing Fruitcake marshmallow gingerbread. Topping apple pie lollipop sweet....

by Ashley Tallyn8th July 2019

Change Log

This is a new version of OpenCRM packed with a ton a great new features and functionality. I’d like to talk to you about them…blah blah blah. This thing Fruitcake marshmallow gingerbread. Topping apple pie lollipop sweet....

by Ashley Tallyn8th July 2019

Change Log

This is a new version of OpenCRM packed with a ton a great new features and functionality. I’d like to talk to you about them…blah blah blah. This thing Fruitcake marshmallow gingerbread. Topping apple pie lollipop sweet....

by Super User23rd May 2019
CRM Marketing Context

Keeping Your Marketing Context-Relevant

If you are making the most of your CRM software, you can fill it to the brim with valuable information about your stakeholders. Prospects, current and former clients, consultants, suppliers, acquaintances – all business partners...

by Tom Chapman5th February 2019
Google CRM

What happens when you Google CRM?

We’ve all done it. You’re starting your search off for a new product (or are having no luck finding something with your more precise search terms) so you go for broke and just Google the main topic. This tends not to be very helpful...

by Ashley Tallyn21st January 2019
CRM Integration

What are the benefits of a CRM Integration?

CRM systems are great (yes, I’m a bit biased) and when used to their full potential, can help you streamline and organise every aspect of your business. But even acknowledging how great CRM systems are (yes, I’m going to keep saying...

by Graham Anderson14th January 2019
CRM Case Study Robop
CRM Strategy

CRM Strategy: Your 4-Step Approach

When you adopt a CRM system, you really need to think about your CRM strategy. Just as with many things in life, when you get a new idea buzzing around in your head or a nice new tool at your disposal it is very easy to get carried...

by Tom Chapman8th January 2019
AI and the Future of CRM

AI and the Future of CRM

Although he goes into it in more depth in another blog, our MD has written an article about the role Artificial Intelligence plays (and will play) in the CRM industry. This article explores the claims some providers make when it comes...

by Super User7th January 2019
Less Annoying CRM

Finding a Less Annoying CRM in 3 Simple Steps

CRM should work FOR your business, but too often the lack of customisation means that people end up having to jump through hoops and use unfamiliar technology (with new terminology), which just confuses everyone. This ends up frankly...

by Ashley Tallyn2nd January 2019
Hidden Costs of CRM

How to factor “hidden costs” into your CRM budget

How do you work out how much your CRM is going to cost, and how do you account for hidden costs?  This may sound like a simple task, but the truth is often you cannot really calculate the full cost until you are well down the road...

by Super User17th December 2018

5 Things To Consider For Your Charities CRM

Whilst many of us consider a Customer Relationship Management (CRM) system to be predominantly for the use of private sector businesses, when you break down the requirements, charity and not-for-profit organisations can also benefit...

by James Elliot4th December 2018
CRM Manager

Finding The Right CRM Manager

Getting a new CRM system embedded in your business usually has a fairly black or white outcome – either it works or it doesn’t! Often the reason for a project failure is not necessarily down to the software or your...

by Tom Chapman23rd November 2018

6 Tips to Better Assess Your Prospect’s Needs

If you frequent the OpenCRM blog, you will have seen a post from us recently discussing tips to succeed in B2B sales. It’s a tricky discipline and one which is undoubtedly harder than its B2C counterpart, but with the right tools is...

by Graham Anderson5th November 2018
Great Business Software

What Makes a Great Business Software

We all know the kinds of software we like using, whether it is something for personal use or business. There are a lot of elements that are involved with making software and if you get just one wrong, it can make a big difference to...

by Super User29th October 2018
CRM Pricing

7 Ways You Can Lead a Horse to Water

We recently published a post on the topic of sales enablement. One of the cornerstones of this principle is to check that your sales team is making the most of the tools provided. Getting the system in front of the team is one thing,...

by Tom Chapman15th October 2018
OpenCRM V4 Overview Video

A New Version Needs a New Overview Video

If you’ve seen our blog, followed any of us on Linkedin or caught up on OpenCRM’s social media streams, you’ll know that we’re very pleased to have released a new version of OpenCRM, Version 4! With quite a substantial interface design...

by James Elliot4th October 2018
New Interface OpenCRM Version 4

A Little Sneak Peek of our New Interface

A little over a year ago, we made a decision to give our system a little refresh. It was important to us that this new interface still FELT like OpenCRM, but gave it a much needed upgrade. So we started looking through some old...

by Ashley Tallyn11th September 2018
GDPR compliance CRM

The big wins from our GDPR compliance journey

With GDPR deadline day well and truly behind us, we can all look back and reflect on the benefits and downsides of GDPR, the way it will impact the world of data management going forward, and how the journey to compliance affected us....

by Super User29th August 2018
Beat CRM Failure

5 Ways to Beat CRM Project Failure

It’s estimated that by 2025, the global CRM market will be worth a whopping $81 Billion. Whilst CRM has been around for a fair while, in recent years the market has seen a sharp growth as technology becomes a key part of every...

by James Elliot27th August 2018
Taking the Second Step on your CRM Journey

What’s Next? Another Giant Step!

Today’s blog post will look at how you and your organisation might want to extend the use of your CRM system beyond your current focus and see how this flexible business tool can benefit you in ways you may not have imagined. You know...

by Tom Chapman6th August 2018
Why use a CRM

Do you need a CRM In 2018?

Short answer: yes. CRM systems are great for keeping your business on track and moving forward. But that’s a sales pitch at the end of the day. And you’ve got a question you actually want an answer to: Do you need a CRM system in 2018?...

by Ashley Tallyn16th July 2018
Zoho vs Salesforce vs OpenCRM

Salesforce vs Zoho vs OpenCRM – A CRM Comparison

If you’re in the process of taking on a CRM system, you’re probably wondering how all the different options compare? With some heavy hitters on the market, we wanted to compare how OpenCRM stacks up against Salesforce and Zoho, to help...

by James Elliot9th July 2018
CRM Workflow

The Machine That Runs Itself

Like it not, GDPR is now with us. A real “thing” that – fingers crossed – means we all as individuals have a far greater degree of control and transparency over the data that companies hold about us. Hopefully, this gives...

by Tom Chapman2nd July 2018
Future of CRM 2019

The Future of CRM: Predictions for 2019

Just a few more days and it will be the end of June, half way through the year, only 5 months to finish your Christmas shopping. And that means that it is time to start looking ahead to next year and what it will mean for your...

by Graham Anderson25th June 2018
Load More