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, …
CRM Data Management Central: Is your OpenCRM system an integrated part of your team?
When implemented correctly, your CRM system acts like another member of your team. A ‘virtual team member’ who is entirely dedicated to data management and …
Sales, Opportunity, and CRM: a guide
(Republished from an earlier article) Sales management is the thing most people think of when they think of CRM systems. Qualifying Leads, nurturing prospects, managing …
Round Robin Rounded Up: OpenCRM’s solution to record assignment (and more!)
First of all, what is a Round Robin? Round Robin is an incredibly useful tool that can share workload equally among Users/Teams. For example, if …
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 …
Managing Time using OpenCRM
(Republished from an earlier article)Time Is Money – We all know the old saying, it’s probably been used in a million business meetings as shorthand …
Sales Discipline and CRM: Can opposites attract?
As long as there have been sales teams, there has been someone in charge of them who struggles to get an overview of their ongoing …
Why do it when you can automate your CRM? – 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. …
Digging in or Stepping out? Customer Acquisition vs Customer Retention
In this blog post, we’re going to look at strategies you can aim for when growing your company: customer acquisition or customer retention. Gaining new customers …
5 Sales Reports Your Business Can’t Do Without (and 5 Other Reports for everything else)
Reports are an essential part of any CRM system. They are a great way to get an overview of the various areas of your business. …
