Why you should be using Zapier with Maximizer CRM

Reading Time: 1min56s Whether on your own, or working with a team, business is hard. Tedious, manual tasks like data entry make it harder. Especially when what you want to be focusing on is the business side of things. Ensuring you provide the care and consideration you want and need to devote to your clients. Sure, everyone is talking about API’s that will reduce manual data entry, and automatically move data between systems – but who amongst us knows how to code at that level?

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A decade of CRM – A look at how CRM has changed over the last 10 years

Nostalgia isn’t what it used to be! The beginning of a new decade feels like the right time for a look back at what has happened to CRM in the teenies. Like any teenager, this was never going to be an easy period of development. The preceding decade has seen the birth of modern CRM systems. The parents (contact management and sales force automation) were proud of the youngster. But then came the tricky teenage years. The awkward times when things change. So what were the highs, and the lows of the journey to maturity?

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Collier Pickard Team Up with Gartner Magic Quadrant Leader – Creatio

Thursday, 7th November, Sevenoaks UK– Collier Pickard is delighted to announce its partnership with Creatio (formerly bpm’online), a leading low-code, process automation and CRM company. Who is Collier Pickard? Collier Pickard is an independent CRM consultancy specialising in the delivery of the best in CRM, marketing automation and BI solutions for small and medium businesses. Collier Pickard approaches all engagements from the customer’s point of view, seeing CRM and business process management as integral parts of the world’s digital transformation, and applying its expertise to help deliver change effectively. Why Creatio CRM? Sharing common values of excellence, expertise and innovation

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Working with Action Plans in Maximizer CRM

The hotlist task functionality in Maximizer is very useful when you’ve got a myriad of things to remember to do. But if you’ve got a particular process to follow through that involves several tasks/steps, then Action Plans are better placed as the tool of choice. For example, a sales process typically involves several follow-up steps – e.g. send relevant marketing collateral, make follow-up calls, arrange meeting – so using pre-stored action plans not only makes the process easier (nothing slips through the net), but it also encourages best practice uniformity e.g. in closing deals. So what are Action Plans?

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The horrors of CRM – not just during Halloween

This time last year I wrote a blog about The Halloween Horrors of CRM and covered a few ghastly ghouls in the CRM world, such as CRM zombies – the living dead. Systems and processes that have died a slow death but are still used by people simply because it’s become a habit. CRM ghosts – things that are still there but barely visible, like workflows, spreadsheets and other reporting systems that don’t benefit the user anymore but clutter the CRM system. CRM vampires – procedures and tasks that suck the life out of you, rendering CRM your foe rather than

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