Want to know more about the team here at OpenCRM? Read our insights and success stories to find out how our customers and we use the system, some favourite features, and tips for getting through your busy day.
OpenCRM — CRM User Access Controls (preview) On this page What Are User Access Controls? Session Timeouts Multi-Factor Authentication Password Policy IP Locking Extra User Access Controls Audit Login History Managing Your Users A few months back, we added some …
OpenCRM — An Overview of Our Xero Integration (preview) On this page CRM Xero Integration Why Did You Choose Xero? Staying in Sync Getting Started A Couple More Considerations Integration in Action Data That’s Up to Date Parent and Child …
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 — CRM Examples of Resolving Business Needs (preview) On this page Helpdesk and Customer Support Managing Internal Issues Answering Simple How-To Questions Choose Your Channel What About Self-Service? Helpdesk – Have It Your Way From Support to Marketing Campaigns …
OpenCRM — Email Integration With OpenCRM (preview) On this page The Nuts and Bolts Inbound Emails Email Security & Permissions Additional Email Integration Features Outbound Emails Security and SPF A CRM system helps you manage your relationships with customers, including …
OpenCRM — Stripo vs MailChimp (preview) Email Marketing via Campaigns Email Marketing via Campaigns is an integral component of most CRM systems nowadays. It stands to reason if you think about it – after all, it’s where your main client …
OpenCRM — CRM and MailChimp Integration: 3 Options (preview) On this page MailChimp Has a CRM? CRM to MailChimp Integration CRM With Campaign Management What’s the Best Option? MailChimp, as an email platform, is one of the most popular in …
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 …