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, …
New Feature – ‘Mummy, where do new features come from?’
TL;DR – This blog article covers how a new OpenCRM feature comes to life through our ideas board, customer and staff suggestions, and direct chats with our OpenCRM users. …
Getting Your CRM Security Aligned
(Republished from an earlier article) CRM Security is a vast topic but it is also one that needs to be addressed. It may be tempting …
CRM Workflow: your OpenCRM system’s management assistant
(Republished from earlier article) Workflow, particularly a smart CRM Workflow, is one of those features in Open CRM that we talk about all the time. …
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 …
4 Reasons To Choose A UK Based CRM Provider
You’re shopping around for a new uk crm system for your business. The metaphorical shelves are heaving with choices. Your wish list is a good …
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 …
