Managing Helpdesk with Support Tickets
One of the key elements of a good CRM system is the Support Ticket component that powers your Helpdesk with Support Tickets. Often when a …
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 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 …
OpenCRM & Stripo vs OpenCRM & MailChimp
Email Marketing via Campaigns is an integral component of most CRM systems nowadays. It stands to reason if you think about it – after all, …
