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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Change Log Roadsign Changes Ahead

24 September 2019

In addition to the below features, we’ve added a couple little extra options under the My Account menu in the top right of your screen. These are:  What’s New?: Link to the main Change Log page so you can stay up to date...

by Open CRM24th September 2019
Trial or Demo

The Difference Between a CRM Trial and a Demo

When you’re shopping around for some new business software there are several ways to go about it but often your decision will be helped via either a trial or a demo. In today’s blog post we’ll be comparing the two. Thinking about when...

by Tom Chapman9th September 2019
Bespoke CRM vs Off the Shelf Solution - or a third option?

The Pros and Cons of a Bespoke CRM Solution

Once you start to dig, you will soon unearth a dazzling array of CRM solutions on the market. You can have a bespoke solution built for you or use something “off the shelf”. Some of these will be basic (and free) options,...

by Tom Chapman12th August 2019
CRM Tracking

What is CRM Tracking?

Your CRM will follow a very similar process to the postal service(s) tracks your parcel ensure the right information is tracked at the right time....

by Ashley Tallyn5th August 2019
Monitoring Leads

10 Tips For Monitoring Leads

There are very few businesses who are not on the hunt for new customers. Gaining new clients means acquiring and monitoring Leads, which is where your CRM solution comes into play. There are varying reasons for attracting new...

by Tom Chapman22nd July 2019
Change Log Changes Loading

16 July 2019

Enhancement to Mail Chimp integration You can now send additional information from a Lead, Contact, or Company when syncing from OpenCRM to Mailchimp. This includes mapping information from different modules (i.e. Contacts and Leads)...

by Open CRM15th July 2019
Life without CRM

Life without CRM

Sends chills down your spine doesn’t it? Well it does for our MD who imagines what his life here at OpenCRM would be like without CRM....

by Graham Anderson17th June 2019
Basic CRM

A Basic CRM System – is that so much to ask?

When you read the words “basic CRM”, you may think this is referring to a back-to-the-roots system with that offers you a simple business software solution and nothing more. Well in a sense you’d be right, but only partially. You see,...

by Tom Chapman28th May 2019
CRM Training Matrix

Your CRM Training Matrix

Managing the configuration and training for your CRM system is something that deserves careful consideration. In order to help you work out which areas of training you should focus on, we have designed our own CRM Training Matrix. As...

by Tom Chapman29th April 2019
CRM Online

A hidden benefit of keeping your CRM online

When you talk about going with an online CRM system, people always start with discussions of flexibility and global access. They will probably also throw in comments about security. This blog explores a different benefit....

by Graham Anderson15th April 2019

Change is coming to OpenCRM

We’ve made the decision to move our whole infrastructure to a new location. Click to read more about where we’re moving and why....

by Danny Plumb18th March 2019
Customise Customer Journey

Customise Your Customer Journey

If only there was a foolproof textbook or website or tutorial that outlined “the perfect customer journey”! Every business owner would just need to spend a couple of hours reading and before you know it, each any every one of them will...

by Tom Chapman4th March 2019
CRM and Efficiency

CRM and Efficiency: Our 5 Time Saving Tips 

Here’s a sales pitch for you: CRM systems are great for making your business more efficient. Your data will be centralised and your processes will flow more smoothly; everything will just be better organised.   But how does...

by Ashley Tallyn25th February 2019
CRM and Business Intelligence

Business Intelligence and its Role in CRM

Small business, mid-market, enterprise, it doesn’t matter. Companies of all sizes are using software to improve their profitability and productivity every single day. Seriously, we are in the age of software. It helps companies gain...

by Open CRM18th February 2019
Perfect and Shorten Sales Cycle

How to Perfect (and Shorten) Your Sales Cycle

I’ve been a salesman since I stumbled into it in my early twenties. I’d been a professional musician, travelling around Europe, having the time of my life. Then I had my first child and realised that I really needed something a little...

by Graham Anderson12th February 2019
CRM Marketing Context

Keeping Your Marketing Context-Relevant

If you are making the most of your CRM software, you can fill it to the brim with valuable information about your stakeholders. Prospects, current and former clients, consultants, suppliers, acquaintances – all business partners...

by Tom Chapman5th February 2019
Google CRM

What happens when you Google CRM?

We’ve all done it. You’re starting your search off for a new product (or are having no luck finding something with your more precise search terms) so you go for broke and just Google the main topic. This tends not to be very helpful...

by Ashley Tallyn21st January 2019
CRM Integration

What are the benefits of a CRM Integration?

CRM systems are great (yes, I’m a bit biased) and when used to their full potential, can help you streamline and organise every aspect of your business. But even acknowledging how great CRM systems are (yes, I’m going to keep saying...

by Graham Anderson14th January 2019
AI and the Future of CRM

AI and the Future of CRM

Although he goes into it in more depth in another blog, our MD has written an article about the role Artificial Intelligence plays (and will play) in the CRM industry. This article explores the claims some providers make when it comes...

by Open CRM7th January 2019
Less Annoying CRM

Finding a Less Annoying CRM in 3 Simple Steps

CRM should work FOR your business, but too often the lack of customisation means that people end up having to jump through hoops and use unfamiliar technology (with new terminology), which just confuses everyone. This ends up frankly...

by Ashley Tallyn2nd January 2019

5 Things To Consider For Your Charities CRM

Whilst many of us consider a Customer Relationship Management (CRM) system to be predominantly for the use of private sector businesses, when you break down the requirements, charity and not-for-profit organisations can also...

by James Elliot4th December 2018
CRM Manager

Finding The Right CRM Manager

Having enough time, money, and energy is essential for a successful CRM implementation. And, of course, a CRM manager to oversee it all......

by Tom Chapman23rd November 2018