Want to know more about the team here at OpenCRM? Read our insights and success stories to find out how our customers and we use the system, some favourite features, and tips for getting through your busy day.
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, utilising crm automation from their sales cycle all the …
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 you might want to get on board the CRM train. While there is plenty of …
Useful CRM Reports It’s often said that your CRM system is only ever as good as the data that you put in. But that’s only part of the story, as it’s just as important to know what you get out …
For us here at OpenCRM, the idea of a business setting up a CRM implementation is a bit of a no-brainer. I mean, why wouldn’t you want to use a CRM? We can actually tell you how much it helps from a user perspective. Here’s the not-so-surprising reveal: We are …
Heard of Customer Success? What is it? If you ask anyone at OpenCRM who or what is Customer Success – they are likely to point you in my direction, as the Customer Success Manager. That’s right, I get to write a blog …
CRM management – getting it to work for you One thing many businesses quickly realise is that they need a CRM system. But a bit like owning a car – it doesn’t drive itself. That’s where the concept of CRM …
Everyone loves tips and tricks that make your life easier. In the CRM world, this tends to revolve around automation and workflow. This means telling the system to behave intelligently and trigger actions when specified outcomes are met. Effectively, you …
Think about the things you considered vital when starting your business. You needed a computer, right? And you went out and made sure your team had comfortable chairs to sit on whilst they tap away at their desks. You made sure …
CRM meets Jotform and Zapier Jotform and Zapier are two fantastic tools to help transfer data from one online source to another, such as your CRM system. This kind of inter-app automation is a surefire way of ensuring that things …
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 how to create the Best Marketing Email. To begin with, here are some background thoughts …
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 territories, whereas another might prefer to develop their product to create a premium item. Therefore, …
Better brand management for your team Developing a great brand with lasting impact isn’t just about hiring the right graphic designer to produce a fantastic logo. Your brand is EVERYTHING your business does. Every single interaction with your prospects, suppliers, …
This advanced GDPR webinar goes into more detail about how you can use OpenCRM to help manage your GDPR requirements. It builds on what you’ve learnt in the Right to be Forgotten and Data Retention webinars. Learn how to automatically identify records that fit …
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