How much CRM storage do you need?
As you may or may not be aware, we offer 2TB of file storage with every CRM system. This means every file you upload, every …
Custom Views and Segmenting your Customer Data
Custom Views are a way of segmenting your data to present information in manageable chunks. You can think of Custom Views as Reports, albeit with …
Privacy and permissions in CRM: how to build a policy
Any new business system raises questions about who in the business should be able to access what. We refer to this as your privacy and …
The Practical Application of CRM
CRM solutions are complex and powerful tools that exist to make your business more profitable and efficient. The actual real-world application of this kind of system, however, can feel like a bit of a …
Your CRM Toolbox: Evolving with your business
You’ve just received your shiny new OpenCRM system logins. One of the product wizards in our projects team have helpfully guided you through those first few steps …
Sales Skills and CRM can help
There are some key skills you’ll need to have if you want to succeed in sales. This isn’t about being able to sell sand at …
Your CRM Journey
Whether you are simply curious about CRM, just getting started, or an experienced user, you are all at a stage of your CRM journey. Why is it …
Lead Management 101
There cannot be many businesses that are not hungry for new customers. Attracting new Leads and doing some lead management means gaining new business. Whilst …
CRM Activities – an Overview
As you are reading this article, the chances are you are familiar with CRM and how Customer Relationship Management can help your business. All too often, this …
Team Management Tips: 5 ways to make sure your team are performing at their best
(Republished from an earlier article)Effective team management is about so much more than just assigning people tasks to do and making sure they complete them. …
