Strengthening the Link between Sales and CRM Software
Graham, our MD, wrote this article a while back. It is all about getting your sales team on board with your CRM system. He discussed why …
Sales Interview Questions: answering them and asking them
I’ve been working in sales for virtually all of my adult life, working my way up through the ranks. I’m fairly sure that I’ve been …
CRM Development: How our developers take us from a good idea to a great feature
(Republished from earlier article) Here at OpenCRM, the process for maintaining and extending our CRM system involves a lot of people beyond just the development team. …
The Benefits of a CRM Consultant
Some of our customers work with a third-party CRM consultant to find and implement their new CRM system. Others don’t. The question we sometimes hear …
Sales Force Automation and CRM: Answering your questions
I’d like to start this blog with a quick definition of what Sales Force Automation is (or SFA for short) and then explore how it …
Clean Desk, Clean Data, Clean CRM!
It’s that time of year again! We just had national clean desk day on the 8th of Jan. You very likely took down your Christmas decorations and …
8 Tips for Creating Great Email Templates
When it comes to creating great email templates, there is a lot you have to consider in order to make sure you get the message …
Managing Helpdesk with Support Tickets
One of the key elements of a good CRM system is the Support Ticket component that powers your Helpdesk with Support Tickets. Often when a …
5 Essential CRM Templates your Sales Team Needs
Think about the things you considered vital when starting your business. You needed a computer, right? And you went out and made sure your team …
Where CRM meets Jotform and Zapier
Jotform and Zapier are two fantastic tools to help transfer data from one online source to another, such as your CRM system. This kind of …
