Business Reporting: The Devil is in the Detail
When it comes to running (and growing) a business, I have always believed that you need to rely on both hard facts and gut feelings. …
CRM Goals and Objectives: How to define and how to achieve
When people start looking for a new CRM system, they will usually have a pain point (or points) they want to address and/or a series …
Case Study Round-Up
In today’s blog post, we’re going to look at how powerful Case Studies can be. After all, in advertising and marketing, it’s easy for a …
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 …
How much CRM storage do you need?
As you may or may not be aware, we offer 2TB of file storage with every CRM system. This means every file you upload, every …
Custom Views and Segmenting your Customer Data
Custom Views are a way of segmenting your data to present information in manageable chunks. You can think of Custom Views as Reports, albeit with …
What Is Customer Success?
If you ask anyone at OpenCRM who or what is Customer Success – they are likely to point you in my direction, as the Customer Success Manager. …
Privacy and permissions in CRM: how to build a policy
Any new business system raises questions about who in the business should be able to access what. We refer to this as your privacy and …
The Practical Application of CRM
CRM solutions are complex and powerful tools that exist to make your business more profitable and efficient. The actual real-world application of this kind of system, however, can feel like a bit of a …
Your CRM Toolbox: Evolving with your business
You’ve just received your shiny new OpenCRM system logins. One of the product wizards in our projects team have helpfully guided you through those first few steps …
