OpenCRM — Alternative Post Visual (preview) On this page Key Takeaways How CRM Works The Practical Shift Why It Matters The Real Benefit Next Steps It’s usually something small. A missed follow-up. A duplicated email. A client you meant to …
OpenCRM — Sales, Opportunity, and CRM: a guide (preview) On this page Key Takeaways Leads, Prospects & Opportunities Getting Your Sales Plan Right Opportunity Management Tools Our Favourite Features Sales management is the thing most people think of when they …
OpenCRM — CRM: The Ultimate Business Organiser (preview) On this page Key Takeaways Everything in One Place Tasks & Follow-Ups Your Pipeline, Organised Organising a Whole Team Why Organisation Matters Most businesses don’t start out disorganised on purpose. It creeps …
OpenCRM — Pairing CRM and Entrepreneurs (preview) On this page Key Takeaways Entrepreneurial Qualities Where CRM Fits In Why the Pairing Works Entrepreneurs tend to share a certain set of qualities — drive, resourcefulness, an instinct for opportunity. Those qualities …
OpenCRM — Why You Should Use a CRM (preview) On this page Key Takeaways Why Use a CRM Best Practices for Using Your System Making It Stick Buying a CRM and getting value from a CRM are two different things. …
OpenCRM — CRM Reports: 16 Big Hitters (preview) On this page Key Takeaways 16 Big-Hitter Reports Why Reporting Matters A CRM full of accurate data is only half the value — the other half comes from the reports that turn …
OpenCRM — A Basic CRM System (preview) On this page Key Takeaways The “Basic” Trap What Businesses Actually Need Simple to Use, Not Simple in Capability Why It Matters “We just want something basic” is one of the most common …
OpenCRM — Cloud Software: 5 Common Concerns (preview) On this page Cloud Software Concerns Cloud Software Benefits 5 Common Concerns Cloud software concerns Our CRM system is and has always been cloud-based. The decision to develop our software exclusively for …
OpenCRM — What Is Customer Success? (preview) On this page Heard of Customer Success? Back to the Roots The Shift to a Subscription Culture Acquisition vs Retention The Learning Curve Introducing Customer Success Relationship-Focused Satisfaction All-Round Where Does Customer Success …
OpenCRM — What Is Business Growth? (preview) On this page Building the Right Strategy Answering Those Questions Using CRM to Measure Growth Business Growth Management Growth Management Never Stops Put simply, business growth is positive expansion in any part of …
OpenCRM — Online CRM vs an Offline Solution (preview) On this page CRM Roots The Digital Age Offline Requirements vs Online Solutions Security Restricting Access Total Ownership & Control Additional Benefits In this age of cloud computing, you might be …
OpenCRM — Easy GDPR Wins for Business Owners (preview) On this page Merging Duplicates Checking for Outdated Data Standardising Your Data Get Consent And Then There’s the Big Stuff… Need Some Easy GDPR Wins? With the start of 2018, the …
OpenCRM — GDPR and CRM: Achieve Your Compliance with Ease (preview) On this page How Can Your CRM Help? Data Cleanliness Consent to Use Data Sound Scary? GDPR and CRM: Achieve Your Compliance with Ease The date for the General …