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.

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Open Source in the Data Integration Business

I guess two of the huge growth areas are going to be Data Integration and Open Source, as companies are forced to consider these strategies, either due to technology change constraints or budget. Obviously this begs a question, how are...

by Graham Anderson20th November 2009

Hard and Soft ‘opt in’

A number of years ago, we did some testing around the different kinds of of response and traffic we had from hard and soft “opt ins”. This article has been updated following the introduction of GDPR. Just to clarify what I mean by...

by Graham Anderson30th October 2009

NETIQUETTE – Whats that all about?

One of the things that we refer to regularly in our office is ‘Good NETiquette’ which includes email correspondence as well as on-line communication. Just to get one of those little irritations off my chest straight away,...

by Graham Anderson26th October 2009

Plate Spinners of the [business] world unite

So, here we are starting the new multi channel campaign today, focusing on the “Plate Spinners of the Business World” theme, trying to get people to buy into the idea that better procedures will lead to consistency and...

by Graham Anderson16th October 2009

Alternatives to LinkedIn?

Alternatives to LinkedIn?. I saw this and thought it was a concise argument for staying with and building on LinkedIn. This is another article from the same author, more up to date and contains some interesting points. WSJ and...

by Graham Anderson5th September 2009

Ping.fm Good to Go!

I have changed the way that I update multiple social and business network sites, using ping.fm which is FREE. So, Ping.fm and my iPhone client are good to go....

by Graham Anderson12th July 2009

iPhone multitasking NOT!

Well I never thought I would see me seriously considering moving from my iPhone, but this multitasking issue is a bit of a problem. Having looked at the presentations of the Android driven Hero and the recently released in the US (soon...

by Graham Anderson11th July 2009

AutoMail renamed to Easy Flow

AutoMail has been renamed EastFlow. Does more than just mailing, more workflow than before, works with MySQL, MS SQL, Access and ODBC, cool! – OpenCRM Team...

by Graham Anderson9th July 2009

EasyFlow – whats it for (more detail)

EasyFlow allows OpenCRM users to trigger events on a scheduled basis. This includes the ability to set up a regular polling event that will run other triggers and check for changes. These triggers can be set to poll entities in OpenCRM...

by Graham Anderson9th July 2009

OpenCRM website complete overhaul

We are currently looking at design ideas for a complete overhaul of the Opencrm.co.uk website, we get a number of hits and quite a few enquiries, but not enough! I dont mean that we are being greedy, it’s just the numbers dont...

by Graham Anderson9th July 2009

Fun with Funambol

We are looking at providing a data sync service through the open source application Funambol. (http://funambol.com) Funambol offers a number of options that would take a long time to implement direct, these come in the shape of...

by Graham Anderson9th July 2009

Camels and Llama’s

Its funny, I was just sat here reading some of the notes that I have made over the months regarding our business strategy, and animals of various sorts seem to be used, very often, as analogies for how our business performs and I just...

by Graham Anderson8th March 2009

Is the message relevant and believable?

I read this heading recently and was fascinated that anyone might try and promote their product or service with an unbelievable or irrelevant message, but on further analysis, I realised that some people do, and in fact, I think I can...

by Graham Anderson26th February 2009

Why is it different in Sage?

Something that we get asked a lot is “Why are the final figures different in Sage Line 50 than the original figures in my CRM system or Excel spreadsheet?”. This refers, of course, to the different ways that computer...

by Graham Anderson5th February 2009

Digital Britain – what again!

Just a quick rant (well more like a rant-let), I have just been reading about the new plans for ‘Digital Britain’, and guess what, they are remarkably like the last set of plans, these being; get the country to adopt...

by Graham Anderson29th January 2009

How can LinkedIn help my business?

So here’s the thing. I am a (semi) intelligent guy, I run a modest software house, and have been around sales process for more years than I care to admit to, so asking the question “how can LinkedIn help my business”...

by Graham Anderson25th January 2009

What happened to my HTML emails

Technote : we have recently upgraded our main mailserver from Exchange 2003 to Exchange 2007. Previously we used activesync with Exchange and our iPhones, which just worked a dream. One of the features we loved was the...

by Graham Anderson11th January 2009

Microsoft Patch Tuesday

I have spoken to a number of our users about the problems that Microsoft have faced with regards Internet Explorer. One thing that has come up on more than one occasion is that most people are not aware that Microsoft have a patch...

by Graham Anderson5th January 2009

OK, but does it pay for itself?

There has been a lot of talk in the Business and IT press, over the years, about ROI (Return on Investment), and more importantly how you gauge your return on any CRM project spend? Up here in Yorkshire we try not to get too tied up...

by Graham Anderson5th January 2009

More than a Number – No honest YOU are!

We have long struggled with how we differentiate ourselves from Salesforce.com, not in terms of the product, that really speaks for itself, love us or like us (I could not bring myself to say hate!), we know that we do a great deal, as...

by Graham Anderson5th January 2009

You really can email Santa!

I was sitting with my wife discussing how late I was sending my Christmas list to Santa, and I argued that I had not missed the deadline because I was not relying on the post, I could always send an email. My wife said “how? you...

by Graham Anderson20th December 2008

Internet Explorer security problem

Just a quick update on the browser war (well scuffle anyway!). It has been reported widely (news.BBC.co.uk) that Microsoft are writing an urgent and unplanned security patch for IE, to resolve a serious vulnerability. The ability to...

by Graham Anderson16th December 2008

Cracking the consistency code!

Now, I don’t often make a clear and direct punt for your business, but one aspect of my work, through our associate company Inspiring People (http://inspiringpeople.eu), is business development and coaching.   One seminar...

by Graham Anderson14th December 2008

TraceMonkey what the h!#k is that all about?

Now I know this is all a bit ‘techie’ (or nerdy as I am often told), but TraceMonkey is going to have a major influence on all OpenCRM users and I thought I might just take a few minutes and comment on what it is, why its...

by Graham Anderson13th December 2008

Time – more valuable than money?

Now I am not one to winge and moan, honest, but in business, some people just take advantage. Money is quantifiable, but time! Well there’s the rub! Just like a lot of sales companies out there, we understand how important it is...

by Graham Anderson30th November 2008

WordPress iPhone app – adding the more tag

This is just a quick update, on the off chance that someone else is out there, using the iPhone app for WordPress, and wants to know how you add the ‘more tag’ (thats the icon that inserts the Read More link and is...

by Graham Anderson29th November 2008

Whos job is it anyway? (ownership that is!)

One of the questions that gets asked from time to time, when looking at projects is “Who should take ownership of the CRM project, in particular the roll out phase?” On the surface, surely this should be the CRM Project...

by Graham Anderson29th November 2008

The never ending VAT problem

So, the UK government has gone ahead and changed the VAT rate for the next 13 months, which is cool. As I have mentioned before, it is a bit of a schedule issue for us, having to do ‘on the hoof development and upgrades’,...

by Graham Anderson26th November 2008

Can you believe the UK goverment!

Well. It’s a great thing to pay less tax, but at less than 1 weeks notice it’s a pain for software developers. We are going to get a load of calls from OpenCRM users who need some assistance with their systems, I am pleased...

by Graham Anderson25th November 2008

Changes to how I Blog

I have always classed myself as someone who is “technology friendly”, but when it comes to blogging, it has always seemed an effort, until now! I have changed the way that I blog, and this is the first real NEW blog entry,...

by Graham Anderson25th November 2008

Firefox or IE – Which is most secure

I am passionate about our product and what we do, but when it comes to other manufacturers and communities, I am not a real advocate one way or the other, except when it comes to my browser! Its been a long held debate “is...

by Graham Anderson6th November 2008

The Blackberry iPhone (or Storm as its called)

Just a quick comment. I have been trying to get my hands on the new Blackberry Storm, to see what Blackberry are doing! It really is an iPhone, all of the main benefits of the Bold, that make it stand out and differentiate why some...

by Graham Anderson3rd November 2008

The change is coming!

have just decided to use Linkedin to communicate and promote what I do personally, and therefore by default, what Software Add-ons – The Home of OpenCRM do. I have been a member for a while now, but not really done anything on...

by Graham Anderson2nd November 2008

GTD – Confession

For some time now I have been struggling with the practicalities of GTD (Get Things Done – Copyright David Allen) Over the next few articles I am going to return to this subject and I am going to try and explain what short comings I...

by Graham Anderson12th October 2008

iPhone -v- Blackberry Bold

Well, I normally don’t ‘go it alone’ and review phones, but as a self confessed iPhone ‘freak’ I thought I should take a look at the Blackberry Bold to see what I was missing! Actually, I had a...

by Graham Anderson11th October 2008

Target Tracking

OK, here’s a personal gripe and a new feature that solves this for me and I am hoping, will help our user base as well. We use a number of Key Performance Indicators (KPI’s) here, to see if we are ‘on track’....

by Graham Anderson18th September 2008

iPhone 3G – YES Please

Just a quick update, for those that are interested. I got my iPhone 3G a while back and have been using this to access OpenCRM. I am really impressed with the 3G coverage and also the speed, not really ‘broadband on the...

by Graham Anderson2nd September 2008

If nothing changes, nothing changes….

It’s really easy to fall into the trap. I have been moaning about how we need to change the ‘shape’ of the business and not doing enough about it myself, that’s when I remembered the quote “Nothing changes...

by Graham Anderson12th August 2008

CRM and Social Networking – HELP!!

I have been talking to a number of contributors, to technology blogs and white papers, and I have to say that on the subject of Social Networks and how they relate, and more important should integrate with, CRM solutions, I am a little...

by Graham Anderson25th July 2008