The Importance of CRM and Accounts Integration (For Sales People)

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

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Here’s how to project manage your CRM development wisely

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

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The Top 10 things everyone gets wrong about CRM – number 7 will blow your mind!

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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Not sure how a Maximizer CRM dashboard works? Here are the basics:

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

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How is a wealth management CRM system different from a standard CRM system?

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

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