Online CRM vs an Offline Solution
In this age of cloud computing, you might be surprised how many people come to us asking if Open CRM can be installed on-premises. These are people …
How to Use CRM to Offer a Premium Customer Experience
Customer experience is becoming more and more important in helping make a business or product successful. Traditional factors such as price or position in market are of …
Cyber Security – Why is regularly reviewing so important?
(Republished from an earlier article) As an award-winning CRM provider, we are always right up to date when it comes to cyber security measures. Our customer’s data is the …
CRM Timeline – The Heartbeat Of Your Working Day
One way of looking at how you engage with your CRM is to envisage it as a timeline of events. Ideally, you are logging all …
CRM User Access Controls
(Republished from an earlier article) A few months back, we added some new features that allow you to control how your users access your CRM …
An Overview of our Xero Integration
Integrating your CRM system with an accounting system like Xero is important across many areas of your business. As well as your finance team, it …
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 …
CRM Examples of Resolving Business Needs
Businesses come in all shapes and sizes. Not only that, but similar businesses might have vastly differing goals. One might focus on expanding into new …
How to Perfect Your Sales Cycle
(Republished from an earlier article) Your business’ sales cycle is everything. From how you handle that initial contact with a new prospect. To signing the …
Email Integration with OpenCRM
A CRM system exists to help you manage your relationship with your customers, including keeping a record of all communications. And, let’s face it, email …
