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Posts Tagged Customer Service

Ticket User Options – How to Customise Ticket Interactions in Infor CRM

I’ve been covering a series of blogs about efficient ticket management. In this blog, we will look at how user options can be set to tweak user/customer interactions with Tickets in Infor CRM. This is particularly useful for users who need to manage ticket interactions – what’s more, it

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Efficient Ticket Management – setting up standard problems and resolutions

If you are on the Customer Services team, then you’ve probably encountered common issues that customers raise with you – and more often than not, they will require common ways to resolve these problems. When these issues and resolutions crop up repeatly, is there a way to

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How to create dashboards – for the customer service team

In my last blog, I talked about how dashboards in Maximizer CRM can provide users and managers with a visual overview of key performance indicators, making it easy to monitor progress. I gave an example of how to create a sales dashboard – the video in this blog will

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Efficient Ticket Management – how to manage ticket urgency

If you’ve been following my blog-series on how to efficiently manage tickets in Infor CRM, you’ll understand what the different contract types are, and how to configure area, category and issue values. If not, the links to those articles are given below. In this blog and video

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Efficient Ticket Management – logging tickets with proper configuration

Last week I started this blog-series on Infor CRM ticket management by covering contract types. As mentioned in that blog, how well the ticket functionality is used in your Infor CRM system depends on many factors, so in this blog (including a video below) I will show you

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Efficient Ticket Management in Infor CRM – Understanding Contract Types

How well the Ticket functionality is used in your Infor CRM system depends on several factors, so in the following blogs and videos I will cover some best practices and tips for how to save time by setting them up and configuring them. This 6-part series will cover:

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Using CRM for great customer service

We all know that providing great customer service is key to retaining customers as well as attracting new ones by building on a good reputation. But it’s not always easy providing a sterling service and the reasons may vary – for example, your resources may be stretched during busy periods,

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Infographic: The 9 Days of Christmas

What does Christmas mean to you and your business? For us at Collier Pickard, our number one priority is to give our customers the support they need (and a little light relief!) to make it through what is the busiest time of the year for most of

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The Changing Face of Marketing: Customer Engagement

In the previous two blogs, we talked about how the role of the marketer has seen many changes over the past 10 years – and that the transformation continues at an even faster rate. With reference to The Economist Intelligence Unit’s 2015 report, which is based on

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The Changing Face of Marketing: Creating Positive Customer Experiences

Previously, we talked about how the role of the marketer has seen many changes over the past ten years – and that the transformation continues at an even faster rate. With reference to The Economist Intelligence Unit’s 2015 report, which is based on a survey of 478

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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
Sundridge
Kent
TN14 6AB
United Kingdom

t: +44 (0)1959 560410