The Value of CRM Accountability in Software Projects | OpenCRM On this page The Question Nobody Asks The Typical Supplier Chain Where Problems Actually Live Who Owns the Outcome? The Hidden Cost Why the People Who Built It Matter Is …
20 Things We’ve Learned from Over 20 Years of CRM Implementations | OpenCRM On this page What CRM Has Taught Us People, Not Software Data, Fields and Reporting Getting a Project Live Playing the Long Game What We’d Tell Ourselves …
10 Warning Signs Your CRM Is Holding Your Business Back | OpenCRM On this page The Review Nobody Books How CRM Drift Begins 1. Spreadsheets Are Back 2. Nobody Trusts the Reports 3. Data Quality Has Slipped 4. Processes Have …
Outgrowing Spreadsheets, Outlook Folders and Memory | OpenCRM On this page How Businesses End Up Here A Familiar Situation The Real Problem Isn’t Excel Outgrowing Spreadsheets Outgrowing Outlook Folders Outgrowing Manual Tasks When Your Team Becomes the Database The Hidden …
GDPR in 2026: I Thought We’d Done All This Years Ago? | OpenCRM On this page Done All This Years Ago? The Fundamentals GDPR Didn’t Expect AI Good GDPR, Good Data Data Retention A Trust Issue Not a Paper Exercise …
OpenCRM — Business is Better with Less Tech (preview) On this page Key Takeaways Centralised Database Efficiency Features Moving to One System Sustainable Growth FAQs Your business doesn’t need more technology; it needs the right technology working harder for you. …
OpenCRM — Manage Customer Data for a Small Business (preview) On this page Key Takeaways The Foundation 5 Steps to Success Turning Data into Growth Building a Resilient Future FAQs A serious personal data breach can lead to significant penalties …
OpenCRM — Tips for OpenCRM Success (preview) On this page Key Takeaways Laying the Foundations Data Quality & Process British Integrations Scaling with UK Support A More Efficient Future FAQs With the UK CRM software market projected to reach a …
OpenCRM — Why Do It When You Can Automate It? (preview) On this page Key Takeaways Identifying What to Automate Why Introduce Automation? Where Do I Start? Which Route to Take Workflow Action Plans Email Plans As a Project Manager, …
OpenCRM — Getting Your CRM Security Aligned (preview) On this page Key Takeaways Let’s Go Shopping Your Customers Standard Users Line Managers Inventory Managers Senior Management Social Engineering Your CRM Organisational Structure CRM Security is a vast topic but it …
OpenCRM — CRM Workflow: Your System’s Management Assistant (preview) On this page Key Takeaways Do You Really Need Workflow? Workflow for Project Management Keeping Sales on Track Data Retention Workflow — particularly a smart CRM Workflow — is one of …
OpenCRM — CRM Data Management Central (preview) On this page Key Takeaways Onboarding Your CRM CRM Evolution Building Your Data Strategy Analyse and Review When implemented correctly, your CRM system acts like another member of your team — a virtual …
OpenCRM — Managing Time with OpenCRM (preview) On this page Key Takeaways Time Management Starts at Home Planning is Everything The Notifications Centre The Projects Module Manage Your Time Management Tools (Republished from an earlier article) Time Is Money — …
OpenCRM — Sales Discipline and CRM (preview) On this page Key Takeaways A Lack of Sales Discipline Disciplined in Every Other Respect Fixing the Relationship: 5 Tips As long as there have been sales teams, there has been someone in …
OpenCRM — World Backup Day (preview) On this page Key Takeaways What Is World Backup Day? Why Should I Backup? What Should I Back Up? How Does OpenCRM Backup Data? What’s Included in a Backup? How Long Are These Stored? …
OpenCRM — Your CRM Data Migration Checklist (preview) On this page Key Takeaways Why Migration Matters Before You Start Cleanse Your Data Field Mapping Test, Then Test Again Go-Live and Beyond Moving to a new CRM system is exciting — …
OpenCRM — Measuring the ROI of Your CRM System (preview) On this page Key Takeaways Hard Costs vs Hard Returns Time Saved Win Rate & Retention The Value of Visibility Calculating Your Own ROI Every CRM has a monthly cost. …
OpenCRM — Angry Customers and How to Deal With Them (preview) On this page Key Takeaways Why Customers Get Angry How to Respond Where a CRM Helps After the Conversation Every business deals with an angry customer eventually. How that …
OpenCRM — Enhancing Data Privacy Through CRM (preview) On this page Key Takeaways Why Data Privacy Is a CRM Issue Best Practices Why It Matters A CRM holds some of the most sensitive information a business keeps — names, contact …
OpenCRM — 3 Stages of CRM Implementation (preview) On this page How is CRM Implemented? Planning (Part 1) Planning (Part 2) Execution Your Shop Window Review For us here at OpenCRM, the idea of a business setting up a CRM …
OpenCRM — 10 Tips for Monitoring Leads (preview) On this page Preparation Configuration Execution Review Conclusion There are very few businesses that are not on the hunt for new customers. Gaining new clients means acquiring and monitoring Leads. This is …
OpenCRM — CRM Goals and Objectives (preview) On this page The Importance of CRM Goals Identifying Your CRM Goals Ensuring Your Goals Are Addressed Measuring Success When people start looking for a new CRM system, they will usually have a …
OpenCRM — Privacy and Permissions in CRM (preview) On this page Privacy, Permissions & Security Building Your Policy Step 1: Identify the Data Step 2: Privacy & Permission Step 3: Exceptions Step 4: Ask for Advice Step 5: Implement & …
OpenCRM — Your CRM Toolbox: Evolving With Your Business (preview) On this page Open Your CRM Toolbox Putting Together Your Toolbox Getting Your Team on Board First Things First – Open Your CRM Toolbox You’ve just received your shiny new …
OpenCRM — Sales Skills and CRM Can Help (preview) On this page Soft Skills Hard Knowledge Work Ethic There are some key skills you’ll need to have if you want to succeed in sales. This isn’t about being able to …
OpenCRM — Your CRM Journey (preview) On this page Building Blocks The Win-Win Rolling Out to a Wider Audience Forward Planning A Journey Along Many Roads Listen to Clients Have Regular Reviews Enjoy the Ride Whether you are simply curious …
OpenCRM — Lead Management 101 (preview) On this page Managing Lead Sources Actions: Managing New Leads Lead Times and GDPR/DRR Conversion Reporting on Leads and Opportunities What If I Don’t Need Leads? Conclusion There cannot be many businesses that are …
OpenCRM — 5 Team Management Tips (preview) On this page 1. Get to Know People 2. Invest in Company Culture 3. Keep Communication Lines Open 4. Give People Responsibility 5. The Right Tools Effective team management is about so much …
OpenCRM — Why Do I Need to Think About CRM Management? (preview) On this page CRM Management – Getting It to Work Data Management Pipeline Management Target & Commission Management Account & Project Management Support Management Marketing Management Brand Management …
OpenCRM — PDF Templates: Sales Templates in One Click (preview) On this page PDF Templates for Quotes or Proposals Sales Order PDF Templates PDF Templates for Any Kind of Invoice Which Modules Support PDF Templates Our Five Top Tips I’d …
OpenCRM — 20 CRM Automation Tips for Your Sales Pipeline (preview) On this page When an Enquiry Lands The Auto Email Warming Up the Lead One Follow-Up Lead Conversion Working Your Opportunity When Things Don’t Go As Planned Smiles All …
OpenCRM — Separating B2C from B2B Sales (preview) On this page The ‘I Want’ vs The ‘I Need’ How’s B2B Different? Buyer Accountability The Bigger Picture H2H – The Human Element Putting It All Together Sales is sales, right? Well, …
OpenCRM — Strengthening the Link Between Sales and CRM Software (preview) On this page Sales and CRM Software Why Isn’t My Team More Excited? How Do I Encourage Ownership? Automated Reporting & Dashboards Make It Part of Regular Meetings Encourage …
OpenCRM — Sales Interview Questions (preview) On this page Questions From the Hiring Chair Questions to Ask in an Interview I’ve been working in sales for virtually all of my adult life, working my way up through the ranks. I’m …
OpenCRM — The Benefits of a CRM Consultant (preview) On this page What Is a CRM Consultant? Benefits (and Downsides) Phase 1: Helping With the Search Phase 2: Configuration Phase 3: Implementation & Training Phase 4: Reviewing & Expanding Do …
OpenCRM — Clean Desk, Clean Data, Clean CRM! (preview) On this page First, Let’s Take a Look at Your Desk Stress Focus Hygiene Data Stress What’s the Answer? What About Focus? Focus on the Right Things! Data Hygiene The ‘Take …
OpenCRM — 8 Tips for Creating Great Email Templates (preview) On this page 1. Think About Look and Feel 2. Assemble Your Toolkit 3. Putting Your Email Together 4. Images: Size Is Everything 5. Call to Action 6. Test, Test, …
OpenCRM — 5 Essential CRM Templates Your Sales Team Needs (preview) On this page Why Before the What 5. Sales Intro 4. PDF Templates 3. Emailing Cold Opportunities 2. Product Overviews 1. Welcome Aboard! Think about the things you considered …
OpenCRM — How to Use CRM for a Premium Customer Experience (preview) On this page What Is Customer Experience? How Does CRM Help? 360 Degree View of Data Using Support to Measure Feedback Gather Feedback Directly Customise Your CRM Lead …
OpenCRM — Cyber Security: Why Regular Reviews Matter (preview) On this page Why Is Cybersecurity So Important? Yahoo – 2013 Sina Weibo – 2020 The Evolution of Cyber Security The Early Noughties The Human Factor Stay Up to Date! Review …
OpenCRM — How to Build the Best Marketing Email (preview) On this page Why Stick With Marketing Email? B2B and When to Send The Email Template Itself How Should Your Email Look? What About Wording? What Is Your Call to …
OpenCRM — Questions to Ask During a CRM Demo (preview) On this page Which Model? Your Departments – Today and Tomorrow Which Integrations Features Present and Future Functionality Security Must-Haves vs Nice-to-Haves Who Has Put the Questions Together? Data Migration …
OpenCRM — Using CRM for Brand Management (preview) On this page Better Brand Management CRM Brand Management Practical Tips Better Brand Management for Your Team Developing a great brand with lasting impact isn’t just about hiring the right graphic designer …
OpenCRM — Your CRM Training Matrix (preview) On this page Key Takeaways Understanding the Matrix Start With the System Setup Configuring Your Out-of-the-Box CRM Making It Yours: Bespoke Configuration The People Side of the Matrix Championing the Cause System Management …
OpenCRM — GDPR Fact Sheet (preview) On this page The Big Questions Steps You Can Take Right Now Our Commitment to GDPR OpenCRM as a Supplier GDPR Fact Sheet The General Data Protection Regulation (GDPR) will come into force from …
OpenCRM — GDPR for SME are fast approaching. Are you ready? (preview) On this page Step 1: Learn the Lingo Step 2: Identify Your Data Step 3: Write a Plan Step 4: Handling Requests GDPR for SME Are Fast Approaching. …
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 …
OpenCRM — Advanced GDPR Webinar (preview) On this page The Webinar Automated Actions Since This Was Recorded Advanced GDPR Webinar The Webinar This advanced GDPR webinar goes into more detail about how you can use OpenCRM to help manage your …