I wrote about a tool we developed for managing events in CRM a little while ago, and whilst this enhancement was specific to a single platform, I think it’s important to understand why it’s crucial to have a unified Event Management and CRM system from a strategic standpoint. CRM
Read more →There seems to be no shortage of “experts”, who, for a fee, will tell you what CRM software you should buy. Strangely, some of them are also able to sell you the very software they recommend! If you don’t want to be sold software but do need to
Read more →What sort of questions should you be asking from your CRM system to extract valuable sales performance insights? This will depend on your industry and business model, but here are some pointers to get you thinking: Which customers do you spend the most time and effort on? Effort could be
Read more →The term “CRM as a Service” has been used recently, and it always seems to be people talking about technology. They’re talking about software and platforms in the cloud that house the technology. So CRM as a Service, really, means Software as a Service. We’ve been working
Read more →CRM is for life… Not just for Christmas With the end of the year fast approaching, you’d be forgiven for thinking that companies are beginning to wind down. This is certainly not the case with many of the financial services clients I manage. In the run-up to
Read more →If your business development team doesn’t have a data driven culture, it’s easy to get overwhelmed when reviewing your team’s sales opportunities in CRM. For example, you might think – why are there open opportunities which are expected to close in the past?! Why are there 3 copies of the
Read more →Recently, Sage announced the retirement of Sage CRM.com, which will take effect as of 31 August 2019. If you are an existing user of Sage CRM.com solution, you will no longer be able to access the system. So what options do you have moving forward? Collier Pickard can provide you
Read more →Over the years we’ve talked about how CRM isn’t a destination, it’s a journey – that should grow and develop over time as your company adjusts to internal and external changes. What makes this journey fruitful will depend largely on how your CRM users are actually using
Read more →If your organisation is looking to implement a new CRM system, and you’ve considered the technical and infrastructure requirements, what else is needed to ensure the project succeeds? We would suggest that this where soft skills and people come in. It’s the processes which, over time, are
Read more →It’s Halloween again and unless you have kids (or are a big kid yourself), you might not be too fussed about decorating your front door and garden with skulls, spiders, pumpkins and zombies. But it seems to be a tradition now – not just to be part
Read more →