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 to reduce risk when choosing & implementing CRM

For many businesses, Customer Relationship Management, as a strategy, is considered the pinnacle of successful, sustainable and profitable long term operation. Effective execution of this strategy is supported by a piece of software to manage people, processes and business insights. But in a world of increasingly complicated technology, millennials flooding through the gates and every man and his dog offering to sell you software, how do you reduce the risk involved in selecting and using CRM to your advantage? Your CRM partner If you’ve been reading our blogs for some time, you’ll know this is a common theme. For CRM

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I need help in selecting CRM software – where do I look?

With so many CRM products to choose from, what help is there if you are looking to select the right platform? Who can you trust, and is there any truly independent CRM advice? Let’s face it, no one wants to make a mistake in the selection of the CRM software that will underpin their CRM initiatives for the foreseeable future. If you are going to select a new CRM system or update your current CRM platform, how do you get help from the “experts”? The bigger the better? For most software markets there are a number of large consultancies who

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It’s time to select CRM software – who should you involve in the decision making process?

Welcome to 2019! One of the great things about the New Year is that old plans get taken out of the drawer, dusted down, and considered again. If you find yourself suddenly in the market for some CRM software, then this article is for you! No one wants to make a bad decision, and in the current climate, wasting money is not an option (was it ever?), so who can you rely on to help you select the right CRM system? If the CRM selection project has just been given / dumped into your already busy schedule – fear not.

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Visualising the bigger picture when selecting CRM software

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 buy a CRM solution, then this guide is for you. Instead of checking off a list of features to look for, this blog gives 3 practical tips on areas to think about. 1. Scope of your project How much of your customer relationship do you want to manage? For some, this will be just the sales or

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Can B2B marketing follow the ‘specialist’ route?

M&S is a big name in retailing – home and clothing, and food. So why would I talk about Marks & Spencer when my business is clearly advising sales and marketing people about CRM in the B2B world? The answer lies in the nature of the changes M&S have made, the internal approach they are adopting, rather than the detail of what they sell in the market. The changes at M&S were covered by Ellen Hammett, writing in Marketing Week. She writes that M&S is restructuring its marketing team to take a “specialist rather than generalist” approach to ensure that

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From apprenticeship to CRM expert – a tale of talent and hard graft

If you’ve been working with the Collier Pickard team for any amount of time or you’ve been reading our blogs and news items, it’s likely you’ve heard my name being thrown around. I’ve been with the team for a little over 6 years now, the beginning of which was really the start of my career. So how might this be relevant to you? Well, if you’ve worked with me on CRM projects, you might be interested to know what toolsets I have acquired during this period in order to rightfully guide you through your CRM journey. For those of you who have yet to

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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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How to make CRM succeed

In one of my previous blogs I mentioned that selecting the right CRM platform is not as important as you’d think in determining how successful your CRM journey will be. So given that this is the case, what SHOULD you be focussing on to ensure your business reaps in the full benefits of CRM? 1. Select the right partner There are many companies out there who will sell you a CRM system, there’s no denying that. A large number of them will try to differentiate themselves purely on price and/or product features, but if you want CRM to be successful,

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