Increased efficiency, effectiveness and reduced risk – how CRM helps

At Collier Pickard we believe, broadly speaking, that there are three ways CRM should bring benefit to a business – and this comes in the form of increased efficiency, increased effectiveness and reduced risk. But it’s not as simple as scraping together the budget for a few SaaS licenses and giving your sales team the keys.

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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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It’s not just your sales team who should use CRM for business development – here’s why

The meaning of “Selling” has changed quite a bit over the last 10 years or so. If you tried to personify the word back in the ’00s, you’d probably think of a pushy car salesman who didn’t care about whether he had a car that was right for you, but was very keen to offer you something – anything, that he might be able to sell to you. Nowadays, this is very different. So much so, that we use the term “business development” rather than “sales” because we are worried about scaring off potential customers due to the bad reputation of sales people

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Infor CRM: how to use the Update Tool

Why do things one-by-one when it can be done by bulk to save time? Infor CRM’s Update Tool is great for this reason. But what exactly is it, and how do you use it? The update tool is a tool that is used to select multiple records, either out of a group or a lookup search, and allows the user to edit fields within those records all at once. This provides the user with a powerful method of bulk-editing multiple records and so for that reason it is only usually accessible by the CRM administrators. Simultaneously editing lots of records incorrectly, even

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Using Maximizer Toasters to improve your efficiency

How many of you are using Maximizer’s “Toasters” (i.e. the Notification Manager) on a day-to-day basis? This feature first appeared some time ago now, in Maximizer 2017 R2. It’s a really handy feature but it’s fairly well hidden away so unless you know where to look and how to put it to good use, you may be missing out on using this great little tool to help keep you informed about what’s going on. So if you haven’t been using Toaster, what is it exactly? Well, the idea is that you – the individual user – receive notifications relating to activity within Maximizer that may affect or

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CRM market trends

I’ve been working with CRM for over 6 years now, and in that time the CRM market has changed tremendously, in almost every aspect. So what shifts have there been? What are the CRM market trends and what impact do these shifts have on me as a user and my business? Heavy clouds If you’ve been staying up to date with just about any software market, you’ll have noticed a massive shift from on-premise servers towards cloud systems – and there’s a lot of sense behind this shift. Businesses no longer suffer the cash flow disruption of having to buy expensive servers to

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5 ways to manage your CRM data input effectively

Over the years, we’ve written many blogs about data integrity and how to spot the signs when it’s going downhill. We therefore know it’s important to understand how your data is being inserted into your CRM system as this is largely the base on which users’ daily work is built. If the underlying data is poor or incorrect, then your work will follow suit. So what practical steps can you take to ensure your data integrity is maintained? Well, there are several ways you can improve your current data to create a more efficient system; you can also put standards

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Making event management easier with CRM

My colleague, Alan Joenn, recently blogged about CRM and event management, raising questions about how easy it is to organise events using your CRM system. If you are involved with events, trade shows, product launches, showcases, seminars and so forth, then you will know how important it is to keep track of valuable information, such as acceptances, declines, preferences… data which is invaluable for a better understanding of individuals with whom you have a relationship, and data which is vital for success measurement and for future improvement. So how do you manage events with your CRM system? 

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Using your Hotlist Tasks to help manage your time

At a micro, day-to-day level, a big part of CRM is about maximising efficiency. Whether it’s managing your sales processes, handling your marketing efforts or staying on top of customer service cases, proper use of your CRM system will enable you to be more efficient and effective. And this is where Hotlist Tasks comes in handy across all departments. Are you using your Hotlist Tasks effectively?

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Maximising the use of your hotlist tasks

The Hotlist feature in Maximizer CRM is very useful for managing not only your follow-ups and workload, but also for handling your colleagues’ tasks. Did you know, for example, that you can assign tasks to your colleagues in Maximizer CRM – and that you can follow up on these tasks to make sure they’ve been completed? It may sound a bit Big Brother-like, but in reality, it just means that you and your colleagues can work together as a team, effectively.

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