My Little Voice - the OpenCRM Blog

Take a look at our Blog posts below...

Post Calendar

« July 2014 »
Mo Tu We Th Fr Sa Su
30 1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31 1 2 3

The musings of our CRM Team

Welcome to My Little Voice

Welcome to our blog. Its great to have you here.

We wanted a place where we could explain the type of work we do, our goals and passions, the business journey and any successes we have along the way. We also wanted somewhere to hold all that trivia that has a connection to what we do here at OpenCRM (sometimes we admit these links are very tenuous). Please take a look and feel free to contact us if you have any comments, ideas or feedback we would love to hear from you - just click here.


Work's a Beach!

beach-claire

Do you often find yourself bringing work on holiday with you? Do you find yourself at diner with your family, checking your emails while sipping a mojito?

Read more

Support Growth, Don’t Hinder It

kidspicture-ash

Growing a business isn't easy, why make the transition any harder with a CRM system that won't grow with you? I was babysitting my nephew for most of the day Saturday. He’s 11 and will freely acknowledge that he’s in that “awkward age” where he’s not really a kid anymore, but also not quite a teenager. Saying that, you do get glimpses of both from time to time…with the teenager side rearing its head more and more often.

Read more

Your End Of Year CRM Report

Well it’s the end of another school year, and as with every year, students will either be loving or dreading it – the end of term report!

Last week I talked about some basic measures of security that can be adopted to keep the data in your CRM solution as safe as possible. Strong passwords, roles, permissions, IP address and export restrictions can be set up to ensure access to your CRM is kept as secure as possible, and that your data will not go walkabout when you least expect it.

Read more

Safe Data is Happy Data

safe-data

I had a very interesting conversation with a friend of mine who works as a teacher in the local secondary school, she was saying how increasingly they are having conversations with their pupils about internet sharing and consequences of such. These conversations were a step towards raising awareness to their pupils about how powerful the internet is and that each individual needs to recognise that what they post today, will still be there in the future when they are applying for jobs, mortgages and well, generally trying to grow up in the social world around them.

Read more

Fans, Loyalty, and Listening

original-superheroes

Both my partner and I are pretty big comic book/graphic novel fans. We each have our own pet authors and superheroes (or superhero teams) that we love, buying up every new release as soon as is humanly possible. We read each other’s favourites, of course, but the conversation of “who would win in a fight…” never ends in full agreement, with both of us believing that our chosen favourite has the winning edge.

Read more

Is Your Data Vulnerable?

Whether mundane or extraordinary, behind everything we experience in life, there are structures in place to ensure things run smoothly. Your pride and joy may be your new car, with incredible acceleration and all-round performance, looking good, with a top of the range sound system. But you still need to check the oil and tyre pressure. Your gorgeous brand new kitchen still needs to be kept clean, and sharp and dangerous implements need to be stored somewhere safe.

Read more

Because I want to!

equations

Sometimes you know instantly if something is the right decision. Something in your gut tells you that you can trust that person, or the maths just adds up or you just love whatever it is you are looking at.

Read more

Clearing My Calendar

cloud-hosted-crm-holiday-calendar-OLD

My family was visiting this past week. I had a great time showing them around Yorkshire and just having a good, old-fashioned catch up. It was a wonderful trip, but I spent all day yesterday attempting to catch up on my emails and various tasks that arose during my absence.

None of these emails or tasks were particularly onerous, but it still took time to work through them all.

Most of the tasks were automatically created by the system using one of our various Action Plans. These action plans largely involve my account management responsibilities and function to remind me of key milestones my accounts are going through.

Read more

I Would Walk 500 Miles… Would You?

Would you be able to walk 500 miles? In a week? 

The answer of course will be no!

But how about extending the challenge to include members of your team at work? Would your team be able to walk, run, cycle, swim, ride, or skate 500 miles to work in the space of a week? Now that's starting to look a bit more achievable!

We at OpenCRM decided to see if we could turn 500 miles of commute into 500 miles of action. Just to see if it can be done, raise money for a good cause, encourage team spirit and participation, and have lots of fun doing so!

Read more

3 Simple Rules to Customer Service Monty Python has Taught Us!

deadparrot

As you may know, the supergroup of comedians which go by the name of Monty Python have just started a new reunion tour Monty Python Live (almost). Selling out in impeccable time, it is clear that these comedy heroes are still as popular as ever and that their comedic efforts have well and truly survived the test of time. In respect to these brilliant men, I’d like to base today’s blog post around one of their very much loved sketch Dead Parrot.

1. The customer is always right!

Read more

Emilie's Wild Ride

bike-warhol

My best friend Emilie is in town this week, and today is her birthday! She came to visit, but apart from seeing me she has the most amazing plans for the summer. She has been training for the better part of a year to cycle by herself all around Scotland! How cool is that!?

Obviously, there is so much planning involved in a big trip like that. This is, on top of it being a lot of work, made even more complicated by the fact that there is a 7h time difference, as she lives in Canada. Trying to get herself organised, I suggest she use OpenCRM to be able to get all her activities and contacts in one place. Here is how we worked it out.

What she needs: Activities, Contacts, Companies, and Events.

How we did it:

First, we created an Event. Having the Event allowed us to create a timeline and schedule of where she would be and when, that will be easily printed once she got here.

Next, we needed to decide where she would go every night of her journey. That’s where Companies came in. We were able to create records for all the hostels and B’n’B’s she will stay in and attached their location, their prices and other relevant travel information. We then attached their Contact, who she needs to get in touch with before arriving, a key person to guide her once she is on location.

To keep track of all of the planning, I had her use her Activities and Calendar to plan what she needed to do and when she needed to do it. Sounds simple, but she’ll tell you, being able to keep track of the amount of time she spent researching, calling, emailing and confirming adds up to 2 days’ worth of travel! But she has it all in one place thanks to the history of each Contact and Cssompany!

Now, she can ride in confidence knowing everything is booked, confirmed and ready to go.

She’s already talking about doing a bigger trip next year, now she knows how to maximise her time!

 


What an Eye-Opener

eyetest

The other week I started noticing that I was having headaches more and more often. My eyes would feel really tired at the end of the day and I was inching closer and closer to my computer monitor.

Read more

Think Big, Act Small

We live in an instantaneous world. Look in a coffee shop, on a train or bus or most public spaces; everyone is staring into their phones, consuming bite-size content. Vine videos, tweets, viral memes - no-one is sitting there reading War & Peace!

Read more

5 Things your CRM System Won’t Do For You

dog-walk 

1. Go to your interview for you

2. Find you inspiration

3. Walk your dog

4. Build relationships

5. Your job

 

This may seem like a very strange and negative snippet to begin a blog post with, but, it’s not really, I promise!

Read more

Why we need to make it H2H, not B2B or B2C

h2h-claire

You may have heard different advice and suggestions for selling and marketing to B2B customers and B2C customers.

Frankly, I am tired of having to make the distinction. Why is it that I need to differentiate the service I give depending on whether it is for a fellow company or an individual? My strategy is the same: analyse the needs, find the best product, and give the best service. I will not treat the person(s) I am actually talking to any different.

Tom mentioned this in his blog on Monday, it is important for us to reconnect with our peers. Living through devices day in day out, may seem like you are connected. In reality, though, you are constantly connected to everyone except those in your immediate vicinity. So often we are constantly checking for a text, email or call from someone, and ignoring the person right in front of us.

Somewhere down the line, thanks to technology and all its advances we have lost touch with customers in customer service. Our devices are so useful in knowing how to respond or what to say thanks to the easy access to information every waking moment. However, we can’t let it get in the way of real connections.

Put down the devices, try to go out of your way to connect with your customers today, and every day for that matter. Here at OpenCRM, when you pick up the phone, you will be speaking to a team of humans, trained and versed in the product we care about.

Automation is a great time-saver, but when you want to talk to a person, a robot simply won’t do. So let’s bring back the human contact. Instead of talking about B2B or B2C, let’s bring H2H to the forefront.

 


Formulas and Fixtures

mathsfootball
An accountant friend of mine is running a little competition between friends. He put together a World Cup prediction spreadsheet and we all filled it out with our predictions for the group stages right through to the final. It was a piece of Excel genius.

I don’t know if he created it or copied it, but it is a thing of beauty and I don’t even like spreadsheets. This thing auto-populates the group tables, with the number of points gained and goals scored. It then populated the quarter finals and, when I’d added my prediction scores there, it just kept going.

We get awarded points for predicting the result and even more points for predicting the score. I’m not doing so well, but I figure this World Cup has been full of surprises, so I don’t feel that bad.

Read more

Putting The Relationship Back Into CRM

I went on a long walk over the weekend. 40 miles across the North Yorkshire Moors. Well, I did say it was a long walk! Weather conditions were perfect, and it was a great day out. One aspect of such a walk in a remote location, is wifi cover, of lack thereof.

Basically - aside from being preoccupied with putting one foot in front of another, navigating the route, trying not to fall in ravines, and preventing grouse and sheep from getting squashed in the road - there was no means of looking up email, messages or social media to add any further distractions.

Read more

London Baby London!

London-skyline

Last week as part of our ‘If I were 22’ week, I wrote about the importance of education in our everyday lives. I discussed how as we progress through the highs and lows of our work and personal lives, it is so important to make sure we are constantly trying to better our understanding of how things work and challenge ourselves to do things that may well be out of our comfort zones.

On this note, I’ve recently been on a trip to our nation’s capital, London. Although I have been to London many, many times, every time I visit the city, I have to take a big breathe and brace myself for the hustle and bustle!

Read more

FIFA: Who do you support?

19 JUNE rio-claire

 

The world is buzzing with the FIFA World Cup right now. Do you have a favourite team?

Read more