Resources

Want to know more about the team here at Open CRM? Read our blogs and success stories (and watch our webinars and videos) to find out how we and our customers use the system, some favourite features, and tips for getting through your busy day.

Custom Views and Segmenting your Customer Data

Tom Chapman

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 a difference. Reports tend to be something you bring out once a week during a...

9th December 2024

What Is Customer Success?

Tom Chapman

(Republished from an earlier article) 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...

18th November 2024

CRM Reports – 16 Big Hitters For You

Tom Chapman

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...

11th November 2024

Lead Management 101

Tom Chapman

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 studies may have shown that it is more profitable to...

4th November 2024

The Practical Application of CRM

Graham Anderson

Getting a CRM application to work for your business isn’t hocus pocus, it takes work. But once you have it working for you…the results can be magical!

21st October 2024

Privacy and permissions in CRM: how to build a policy

Graham Anderson

Setting up your privacy and permissions policy in your CRM or other business software is too important to leave to chance. So how do you actually go about building it?

14th October 2024

Your CRM Toolbox: Evolving with your business

Tobie Anderson

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 and now you’re ready to start using it. As you...

30th September 2024

Sales Skills and how CRM can help

Graham Anderson

There are three key skills you must have to succeed in sales. Our MD draws on over 30 years in sales to explain how CRM can help.

16th September 2024

Your CRM Journey

Tom Chapman

There are so many stages in your CRM journey. From learning what it stands for to becoming an expert user. Find out how to make your journey a success.

9th September 2024