Whether your sales team is working in the office or on the road, they will have to be able to access the data in your CRM at all times. From viewing or inserting activity records into their Calendar, or updating opportunities, the ability to access CRM from
Read more →It wasn’t very long ago that BPM & CRM were completely separate products. You could reasonably expect to integrate the two systems to help complete the single customer view (SCV), a key indicator for CRM software and culture adoption, which in turn is a success indicator on
Read more →New Year, new CRM system? For many organisations considering changing CRM platform, data migration is a major worry. How much, and what sort of data should you move? What is the process for moving data, and how do you ensure that the new CRM system doesn’t start
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At a time where constant competition in the education sector is the norm, further education institutions need to differentiate themselves from their competition to stand out. So, how can they do that? If you are reading this, you are most likely part of an educational establishment -Read more →
Only 15% of marketing management rate their measurement methods as ‘effective’. So, say thought leaders at Marketo, a statistic they used to kick off a recent webinar on marketing measurement. This means that if asked, “We have additional money for marketing this quarter, what’s the best way
Read more →Scott Nicol is one of our resident Infor CRM experts and knows a thing or two about how to make CRM projects successful, below, he has written an article about User Acceptance Testing, one of the main steps in any project development. In a previous blog by
Read more →After over 25 years in the CRM business, Collier Pickard has a deep understanding of the importance of data and data integration. If your business is using both a CRM and accounts systems, you need the data to be identical across both systems. Why? Well, read on
Read more →The news today covered two items that we can link together. Firstly the world’s oldest tour operator, Thomas Cook, went into administration after 178 years of trading. Secondly, it was reported that AirBnB is likely the go for a stock exchange listing with a valuation of some
Read more →In this article, I’m going to take you through the different stages of how Collier Pickard deliver a typical CRM project, from the initial kick-off meeting to post-installation support. If you’ve already decided on your CRM system here’s everything that you should take into consideration. CRM systems
Read more →Customer Relationship Management (CRM) – has been described as “the systems and processes that support the acquisition, retention and development of long term, profitable customer relationships”. OK mainly by me but put that way, what could possibly go wrong? Based on 25 plus years of CRM implementation
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