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Posts Tagged CRM management

Why it makes strategic sense to unify Event Management and CRM

I wrote about a tool we developed for managing events in CRM a little while ago, and whilst this enhancement was specific to a single platform, I think it’s important to understand why it’s crucial to have a unified Event Management and CRM system from a strategic standpoint. CRM

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The importance of user feedback for CRM projects

Over the years we’ve talked about how CRM isn’t a destination, it’s a journey – that should grow and develop over time as your company adjusts to internal and external changes. What makes this journey fruitful will depend largely on how your CRM users are actually using

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CRM Implementation Guide – Communicating with Stakeholders

If your organisation is looking to implement a new CRM system, and you’ve considered the technical and infrastructure requirements, what else is needed to ensure the project succeeds? We would suggest that this where soft skills and people come in. It’s the processes which, over time, are

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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

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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

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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

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The changing face of Customer Experience

Can you remember a time when buying music involved a trip into town? Saturday morning and a visit to Woolworths to pick up the latest single, or album. Perhaps you even recall the joy of the album cover. Hours spent pouring over the artwork and lyrics. Today,

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What are calculated user-defined fields in Maximizer?

Users of Maximizer CRM will be familiar with user-defined fields (UDFs). Fields that can be configured to describe Companies, Contacts, Opportunities or Customer Service cases. Fields that build your unique insight and processes into your CRM system. For many, these are the bits of data that hold

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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

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3 signs that your operational CRM needs a reboot

You have a CRM system. It does the job that you asked it to do. But that was some time ago and your business has moved on a bit. Things aren’t quite the same as they were. So your CRM system has been kept right up to

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About Collier Pickard

Collier Pickard has been trading since 2004. The core team, however, has been together for more than 20 years – which means we have a great deal of experience as an independent CRM consultancy.

Head Office

Collier Pickard Limited
The Old Calf House
Chevening Road
TN14 6AB
United Kingdom

t: +44 (0)1959 560410