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.

TT – Managing Multiple Email Addresses

Tuesday Tip

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...

7th March 2022

TT – Lining Up Your Calls in OpenCRM

This video explores a scenario whereby a manager can set up a series of phone calls for a salesperson to make.

Tuesday Tip

National Day of Unplugging – How a CRM solution can keep you working, even when you’re not

Graham Anderson

You might not have March 4th in your Calander…yet. But a National Day of Unplugging is quickly being adopted by companies all over the globe. And that’s exactly what March 4th is all about. It’s...

28th February 2022

Efficiency and Effectiveness: A Balancing Act with CRM in the Middle

Graham Anderson

CRM systems exist to help your users maintain a healthy balance between carrying out their tasks effectively, without having to sacrifice efficiency?

21st February 2022

TT – Managing Leads using OpenCRM

Tuesday Tip

Maintain your Pipeline and Nurture your CRM Leads

Tom Chapman

How can you use a CRM to maintain your pipeline & nurture your leads? We think there are 2 things you MUST do and 2 things you PROBABLY should do to leverage your CRM and...

14th February 2022

Finding the best CRM for your business

Graham Anderson

The best CRM is out there, but it won’t necessarily be the same system for every business. So how do you find the best CRM for your business?

7th February 2022

Clean Desk, Clean Data, Clean CRM!

Tobie Anderson

It’s that time of year again! We just had national clean desk day on the 10th of Jan. You very likely took down your Christmas decorations and at the same time thought ‘I’ll just give...

31st January 2022

TT – Data Visibility and Teams

Regardless of the volume of data you keep in OpenCRM, there will be various reasons for you to segment that information.

Tuesday Tip