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 and find out.

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CRM Strategy and Customer Trends

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 $20 billion after just 11 years of trading.

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What’s new in 2019? A look at what’s around the corner

One quarter down and 3 to go! It looks like very little of what we need to worry about as business leaders in 2019 will be technology-based. GDPR seems to have become yesterday’s issue, and gone are the ways of the millennium bug. Artificial Intelligence is still generating more piles of marketing hype than piles of actual cash, and despite the emergence of companies like Wibson https://wibson.org/ most of us give away our data for free. Whether you are for or against Brexit, it promises to create a significant number of challenges. So what do our clients think? Since taking

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CRM 2016 – Back to the future

As if 2016 hadn’t been shocking enough, now it’s time to start thinking about 2017. For anyone involved in crystal ball gazing, 2016 delivered more than its fair share of surprises. How many of you correctly predicted the big news stories that burst around us? In the world of business software, the changes were less seismic and more gradual. As an independent CRM consultant, I am lucky that I get the opportunity to understand not just the product direction for our key partners – I also get to look at the wider CRM market. Before nailing my colours to the

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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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CRM Analytics vs. Business Intelligence – what’s the difference?

In the world of politics people frequently make a distinction between conservative (small c) and Conservative (capital C). You might think this is a bit pedantic, but they are different and political commentators need to make it clear whether they are talking about something reserved and conventional or about the Tory party. So what’s that got to do with CRM Analytics and Business Intelligence? Well it’s all in the name – what you call something does not mean that other people will automatically understand what you are talking about. And so too for technology; we need to make a distinction

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CRM Dashboard Design and Best Practice

CRM Dashboard Design and Best Practice We have all been there – dealing with that steep learning curve over those first few weeks as the ‘new kid on the block’ in the office. It has been no different for me in my new role as Technical Consultant at Collier Pickard, but fortunately I have a small advantage in having been on the other side of the helpdesk. In my previous role I was a client of Collier Pickard’s, as the Maximizer super-user for a leading travel provider.

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When is my CRM project complete?

When is my CRM project complete? At the outset of a CRM project you will have a clear understanding of what you want to achieve. You may articulate your top level goals in any number of ways: growth, efficiency, market share, client satisfaction, customer retention, cost reduction, resource utilisation, partner relationships, stake holder benefits, profitability, reputation, sustainability.

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