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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The Top 10 things everyone gets wrong about CRM

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?

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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 CRM tool, and whether that would push them towards a bespoke system.

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How to create and maintain CRM user buy-in

One of the major stumbling blocks in CRM implementations is getting people to actually use the CRM system. You might have bought the latest, all singing and all dancing bit of CRM software, and you might even have provided your staff with some training on how to use it, but ultimately, what’s the point if no-one uses it in the long run?

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What should I expect when asking for CRM advice?

Let’s start with a very old joke: A man is flying in a hot air balloon and realises he is lost. He reduces height and spots a man down below. He lowers the balloon further and shouts: “Excuse me, can you tell me where I am?” The man below says: “Yes, you’re in a hot air balloon, hovering 30 feet above this field.” “You must be a consultant” says the balloonist. “I do,” replies the man. “How did you know?” “Well,” says the balloonist, “Everything you have told me is technically correct, but it’s no use to anyone.” The man

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CRM manager – what’s in the job description?

If you have selected your new CRM platform, or have an existing system and want to get the best out of it, a CRM manager should be an essential hire. We consistently tell customers and prospects that, in our experience, every 50 users of your CRM system will create a role in CRM administration. These figures are independent of the CRM product you are using. You might think that this is an unusual recommendation as we do not benefit financially whether or not you take the advice – but it is a cost that we highlight, whilst many other CRM

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Infographic: CRM and data migration – what works, what doesn’t

Migrating data into your CRM system can be a straight-forward process if you have the right tools to do it for you. However, if done incorrectly, it could cost you time, money and a lot of aggrevation. This infographic highlights what works, what doesn’t when it comes to data migration. Followed correctly, you will also improve usage of your new CRM system. And it goes without saying – importing clean data is only the beginning; developing an ongoing, long term data quality practice is essential for running a good CRM system. Because the sad fact is that when users stop trusting the

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When do you need CRM reporting, and when don’t you?

Throughout this site you will find information on CRM systems with a myriad of features that make them great “personal productivity tools”. The whole team at Collier Pickard is passionate about making CRM something that users will want to use. We love CRM that makes everyday tasks faster and/or easier to complete. We invest time and effort to bring you tools that help your team do better things for your clients and prospects.

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