OpenCRM — Alternative Post Visual (preview) On this page Key Takeaways How CRM Works The Practical Shift Why It Matters The Real Benefit Next Steps It’s usually something small. A missed follow-up. A duplicated email. A client you meant to …
OpenCRM — Avoiding Common CRM Project Management Mistakes (preview) On this page Key Takeaways Why CRM PM Fails No Clear Objectives Just a Sales Tool Overcomplicating Setup Poor User Adoption Lack of Ownership Replicating Broken Processes Disconnected Systems The Bigger …
OpenCRM — CRM for Project Delivery: Exploring OpenCRM’s Features (preview) On this page Key Takeaways What Makes It Different? Project Creation Centralised Project View Task Automation Time & Cost Tracking Communication Tools Integrated Invoicing Customisation Final Thoughts OpenCRM doesn’t treat …
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 — Per User Pricing CRM UK (preview) On this page Key Takeaways What is Per User Pricing? Strategic Benefits Avoiding Hidden Fees Data Residency & Security Why OpenCRM Take the Next Step FAQs What if your software costs didn’t …
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 — Where Do New Features Come From? (preview) On this page Key Takeaways Ideas for New Features Reviewing and Deliberation The Development Process Releasing into the Wild TL;DR — This article covers how a new OpenCRM feature comes to …
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 — Sales, Opportunity, and CRM: a guide (preview) On this page Key Takeaways Leads, Prospects & Opportunities Getting Your Sales Plan Right Opportunity Management Tools Our Favourite Features Sales management is the thing most people think of when they …
OpenCRM — Round Robin Rounded Up (preview) On this page Key Takeaways CRM Round Robin Explained General Settings Adding Users via Teams Record Sharing Using Multiple Teams First of all, what is a Round Robin? It’s a tool that shares …
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 — Finding the Best CRM for Your Business (preview) On this page Key Takeaways Pain Points: What Do You Need? Start Your Search Take a Break: Consider and Test Question Time Round 2 Time to Make Your Choice The …
OpenCRM — Why Start-Up Companies Use CRM (preview) On this page Key Takeaways Do the Ground Work Integrations Encouraging Data Discipline App – Your Offline Solution Automation Marketing Who Can Do What Think About Scalability Start-Up As You Mean to …
OpenCRM — Top Reasons to Choose Customisable CRM Software (preview) On this page Key Takeaways Why Customise? Let’s Talk ‘Industry-Specific’ Make It Make Sense Page Layouts Hide That Screen Bloat! But Why Does That Matter? Let’s Talk ROI The ‘Sell’ …
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 — Why We Integrate with Microsoft (preview) On this page Key Takeaways Outlook Integration Microsoft 365 Teams Why This Matters to You Microsoft’s tools are embedded in the daily working life of most UK businesses — Outlook for email …
OpenCRM — Customise Your CRM (preview) On this page Key Takeaways Fields & Terminology Screen Layouts Modules On, Modules Off Team-Level Control Why It Matters Every business runs a little differently — different terminology, different processes, different priorities from one …
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 — How to Choose a CRM System (preview) On this page Key Takeaways 10 Steps to Narrow It Down Why the Process Matters Choosing a CRM system can feel overwhelming — there are dozens of providers, each claiming to …
OpenCRM — Pairing CRM and Entrepreneurs (preview) On this page Key Takeaways Entrepreneurial Qualities Where CRM Fits In Why the Pairing Works Entrepreneurs tend to share a certain set of qualities — drive, resourcefulness, an instinct for opportunity. Those qualities …
OpenCRM — How Does the OpenCRM Backup Work (preview) On this page Key Takeaways Automatic, Scheduled Backups How Long Backups Are Kept Restoring Your Data Why This Matters Your CRM holds some of the most valuable information your business has …
OpenCRM — Why You Should Use a CRM (preview) On this page Key Takeaways Why Use a CRM Best Practices for Using Your System Making It Stick Buying a CRM and getting value from a CRM are two different things. …
OpenCRM — CRM Reports: 16 Big Hitters (preview) On this page Key Takeaways 16 Big-Hitter Reports Why Reporting Matters A CRM full of accurate data is only half the value — the other half comes from the reports that turn …
OpenCRM — A Basic CRM System (preview) On this page Key Takeaways The “Basic” Trap What Businesses Actually Need Simple to Use, Not Simple in Capability Why It Matters “We just want something basic” is one of the most common …
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 — 8 of the Best CRM Systems UK Businesses Are Switching To (preview) On this page Key Takeaways 8 CRM Systems UK Businesses Are Switching To Choosing the Right One for You Switching CRM is a big decision, and …
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 — Cloud Software: 5 Common Concerns (preview) On this page Cloud Software Concerns Cloud Software Benefits 5 Common Concerns Cloud software concerns Our CRM system is and has always been cloud-based. The decision to develop our software exclusively for …
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 — The Practical Application of CRM (preview) On this page Understanding the Practical Application Example 1: Subscription & Account Management Example 2: CRM in the Service Industry Example 3: Applying CRM in Manufacturing CRM solutions are complex and powerful …
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 — 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 — 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 — 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 — 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 — 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 …