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.
How to Manage Customer Data for a Small Business: A Practical UK Guide A serious data breach in the UK can lead to fines of up to £17.5 million or 4% of annual turnover. For most businesses, the bigger risk …
Tips for OpenCRM Success: A Strategic Guide for UK Small Businesses With the UK CRM software market projected to reach a staggering £80 billion during 2026, it’s clear that British businesses are investing heavily in digital growth; however, many still …
OpenCRM for Project Management: Streamlining Your UK Business Delivery How many times has your delivery team inherited a project only to find that the most crucial details never actually made it out of the sales department? It’s a frustrating reality …
A Guide to Relationship Management for Charities in 2026 What if the greatest threat to your mission isn’t a lack of funding, but the invisible wall created by fragmented data? With 68% of small charities still in the early stages …
Tips from a CRM Project Manager As a Project Manager, my role requires me to understand the processes a company has and suggest ways to manage these within their CRM system, utilising crm automation from their sales cycle all the …
TL;DR – This blog article covers how a new OpenCRM feature comes to life through our ideas board, customer and staff suggestions, and direct chats with our OpenCRM users. In this blog, we will explore the essential crm features that every business should consider. …
Considering CRM security and what it means for you CRM Security is a vast topic but it is also one that needs to be addressed. It may be tempting to bury your head in the sand and hope for the …
Do you really need workflow to manage things? Workflow, particularly a smart CRM Workflow, is one of those features in OpenCRM that we talk about all the time. I won’t go so far as to say it is a “cure-all.” …
When implemented correctly, your CRM system acts like another member of your team. A ‘virtual team member’ who is entirely dedicated to data management and keeping everyone else on track. This is where the crm data management meaning becomes crucial …
What is the most common reason for adopting a CRM system? Well, that is a loaded and debatable question, as there are many reasons why you might want to get on board the CRM train. While there is plenty of …
(Republished from an earlier article)Time Is Money – We all know the old saying; it’s probably been used in a million business meetings as shorthand for improved time management. It’s the mantra for thousands of companies across the globe. But …
As long as there have been sales teams, there has been someone in charge of them who struggles to get an overview of their ongoing deals. It’s practically why CRM systems were invented–to address the issue of documentation discipline! The …
(and 5 Other Reports for everything else) Reports are an essential part of any CRM system. They are a great way to get an overview of the various areas of your business. You might be using reports for performance reviews …
World Backup Day It was that time of year again last Friday, folks! 31st March – World Backup Day! Being a cloud-based CRM system, we always think it is right to have a conversation about the importance of backups. When we talk …
The CRM industry is a bit of a jungle. There are so many providers out there. How do you know which CRM system is the best CRM for your business? Of course, I’d always recommend OpenCRM, but in reality, the decision …
Start-Up As You Mean To Go On Congratulations on hitting the start-up road and getting your business underway! You’ve taken that idea that was in the corner of your brain, put a plan together, and converted it into an actual …
Customisable CRM Software? It might seem like an obvious statement, but in the world of CRM systems, each provider offers different features. Some are focused mainly on the sales cycle. Others are geared more towards analysing the data you hold. …
Looking to move to a new CRM solution? Whether you’re moving from a previous CRM or combining several other systems into CRM for the first time, your CRM Data Migration is going to be one of the big elements of …
Step into the OpenCRM time machine with me for a moment. It’s 1994, mobile phones are the size of a breeze block! The Channel Tunnel has just opened. Amazon was just created. Your average everyday business person leaves the house …
ROI stands for Return on Investment and is essentially a measure of how much bang you’re getting for your buck. In the CRM world, people use ROI measurements to assess if their system is cost-effective. When calculating the ROI of …
CRM systems are making it easier than ever to monitor sales pipelines, track leads and streamline communication between dispersed teams and stakeholders. But, at the same time, there have never been so many options. Understanding how to choose a CRM system that is the right fit …
When it comes to picking (or staying with) a CRM for your business, there are two key areas users will consider: functionality and usability to enhance the CRM UX. Functionality refers to what features and tools the system has to help you …
CRM and Entrepreneurs What are the qualities that make a good entrepreneur? You can find a million blogs that say a million things, but a review of the top ten comes up with a short list of common traits. Understanding these traits is …
(Republished from an earlier article) The question on the minds of many business owners and managers is: Do we really need a CRM system? Why should we use a CRM? Obviously, my answer is YES! I work for a CRM …
Useful CRM Reports It’s often said that your CRM system is only ever as good as the data that you put in. But that’s only part of the story, as it’s just as important to know what you get out …
Simple does not necessarily mean basic When you read the words “basic CRM system”, you may think this is referring to a back-to-the-roots system that offers you a simple business software solution and nothing more. Well, in a sense you’d …
We’re all feeling the pressure. There’s more competition than ever; more leads to convert; more variables to deal with – and in so little time. If you’re having moments where you catch yourself thinking, “We’re doing a lot, and we …
Angry customers are a fact of life. Once you’ve accepted that, you can breathe a sigh of relief and no doubt sleep more easily. Their anger may well be justified, whilst being unreasonable on other occasions. Either way, you need to diffuse the situation and …
Pinpointing the best CRM systems for UK businesses is like hiring the right employee for your team; chosen well, it’s your data management specialist, task organiser and process streamliner all rolled into one – not just another piece of software. …
For us here at OpenCRM, the idea of a business setting up a CRM implementation is a bit of a no-brainer. I mean, why wouldn’t you want to use a CRM? We can actually tell you how much it helps from a user perspective. Here’s the not-so-surprising reveal: We are …
There are very few businesses that are not on the hunt for new customers. Gaining new clients means acquiring and monitoring Leads. This is where your CRM solution comes into play. An effective policy for monitoring lead is crucial for …
Cloud software concerns Our CRM system is and has always been cloud-based. The decision to develop our software exclusively for cloud hosting, rather than for local installation, was made pretty much on day one. Why? Because we believe in the …
Perfect your sales cycle To perfect your sales cycle is everything. From how you handle that initial contact with a new prospect. To sign the sales off. All the way through to aftercare and customer engagement. Perfect Your Sales Cycle. …
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 of CRM Goals and Objectives they want to achieve. Pain points refer to those areas of …
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 company to tell you that their product is the best in the world…it’s their baby! …
Heard of Customer Success? What is it? 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. That’s right, I get to write a blog …
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 mystery. A business goes on the hunt for a new CRM system. They sign up…then some …
First things first – open your CRM Toolbox You’ve just received your shiny new OpenCRM system logins. One of the product wizards in our projects team has helpfully guided you through those first few steps, and now you’re ready to start using …
There are some key skills you’ll need to have if you want to succeed in sales. This isn’t about being able to sell sand at the beach. Sales should be all about getting your product into the hands of people …
Whether you are simply curious about CRM, just getting started, or an experienced user, you are all at a stage of your CRM journey. Why is it a journey I hear you ask? Well, let me try to explain… There are so many products …
There cannot be many businesses that are not hungry for new customers. Attracting new Leads and managing leads means gaining new business. Whilst studies may have shown that it is more profitable to retain existing clients than bring new clients …
Team Management Tips Effective team management is about so much more than just assigning people tasks to do and making sure they complete them. Here are some essential Team Management Tips to enhance your approach. But at the same time, …
CRM management – getting it to work for you One thing many businesses quickly realise is that they need a CRM system. But a bit like owning a car – it doesn’t drive itself. That’s where the concept of CRM …
I’d like to go through a few examples of the different PDF sales templates you can create in OpenCRM. And then offer some of my favourite tips and tricks for getting these templates looking right for your business branding, including various Sales Templates. …
Sales and CRM Software Graham, our MD, wrote an article a while back. It is all about getting your sales team on board with your CRM system. He discussed why there is often such a disconnect and offered practical advice …
Sales interview questions 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 asked and answered every single interview question about sales that there is, …
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 (from both sides, to be honest) is whether an external CRM consultant is really necessary …
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 and design right. It may sound obvious, but the first step in building an email …
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 had comfortable chairs to sit on whilst they tap away at their desks. You made sure …
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