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
Read more →If you don’t know what you’re looking for, setting up dashboards in Maximizer can be quite intimidating. If you’re not sure how to make them work, look no further. This blog will walk you through the basics of CRM dashboards – what they are, who they were
Read more →Recent blogs have discussed the differences between “Bespoke” CRM and “Customisable off the Shelf” (COTS) CRM software. Back in April, I suggested that Bespoke CRM made sense in a few, very specific scenarios. This month we are looking at what Wealth Managers and IFA’s need from their
Read more →I note with some sadness the demise of Aspin Group, which I picked up from Paul Griffin’s LinkedIn with its #constructionjobs hashtag. The whole construction sector has been under pressure for some time with disruptions in supply chain and in cash flow. This extends from Tier 1 corporations
Read more →With so many CRM products available, and prices from “FREE” to “Really Expensive”, why do so many CRM projects fail to show a Return on Investment (ROI)? Unless you are clear on how they will repay your time effort and investment, they will end up costing more
Read more →In a previous blog, we talked about when a bespoke CRM system is the only option for you. Perhaps you couldn’t find a CRM system on the market that matched your needs exactly, so you commissioned a bespoke CRM system for your business a while back. But
Read more →I recently attended a psychology lecture at Manchester Met Uni. So what’s this got to do with user adoption in CRM? Well – the answer is “a lot”. Generating the right environment for the individuals in your CRM user community to change their behaviour and start using
Read more →For many businesses, Customer Relationship Management, as a strategy, is considered the pinnacle of successful, sustainable and profitable long term operation. Effective execution of this strategy is supported by a piece of software to manage people, processes and business insights. But in a world of increasingly complicated
Read more →For anyone in sales and marketing, and especially for business founders, here are 4 facts that should change your CRM system for ever: Acquiring a new customer can cost five times more than retaining an existing customer Increasing customer retention by 5% can increase profits from 25-95%
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