How to Manage Data Integrity using Maximizer CRM

Reading Time: 2min19s Effective and efficient CRM is not a pipedream, it is easily attainable when you understand what you need to get right on the platform so that the system can do the right things for you and the business. There are a number of elements that make up an effective and efficient CRM platform, one of which is data integrity. ‘Dirty’ data creates multiple headaches for the different departments in a business, from marketing to customer service, team members are left feeling embarrassed and frustrated.

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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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Video: What is CRM as a Service?

The term “CRM as a Service” has been used recently, and it always seems to be people talking about technology. They’re talking about software and platforms in the cloud that house the technology. So CRM as a Service, really, means Software as a Service. We’ve been working with CRM for a long time, and we believe that CRM is not just about software and the platforms that you might run in the cloud. CRM is about a business culture. It’s about making it easier for your people to do their jobs dealing with customers, and it’s about making it easier

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Do’s and don’ts when managing sales opportunities with CRM

If your business development team doesn’t have a data driven culture, it’s easy to get overwhelmed when reviewing your team’s sales opportunities in CRM. For example, you might think – why are there open opportunities which are expected to close in the past?! Why are there 3 copies of the same opportunity, and why are all of them are in the pipeline forecast?! Why are there 5 open opportunities with a BDM assigned, but no phone calls logged against them?! Getting your sales team to engage with CRM in the right way takes time, effort, and positive leadership. So how do you drive a

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Collier Pickard’s preparations for GDPR – a case study

If you have been preparing your data for GDPR, which came into effect on the 25th of May 2018, then you may have felt our pain. Like you, the team at Collier Pickard worked hard to update our systems and processes. What happened when we asked people in our CRM system to “renew their consent” is a cautionary tale. Read our GDPR case study here.        

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Collier Pickard’s GDPR preparations

Our GDPR preparations – or the tale of the cobbler’s childrens’ shoes. If you are preparing your data for the implementation of GDPR on the 25th of May 2018 – then you may well feel my pain. Like you, the team here at Collier Pickard have been hard at work updating systems and processes. What happened when we asked people in our CRM system to “renew their consent” is a cautionary tale. The day before the storm. First a bit of background. Collier Pickard has been around for 14 years. Unusually, we started on day 1 with a database of

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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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Existing data and GDPR – what you need to know now

In previous blogs I have written about the need to get ready for GDPR (as I write this blog at the end of November 2017, there are less than 180 days left, including weekends and public holidays). If you think the earth was created in 7 days that may sound like plenty of time. However, the creation of the Heavens and Earth didn’t have to deal with legacy data. When I am working with our clients, the area that keeps marketing professionals and business owners awake at night are concerned with existing data. All that hard work building sales and

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Understanding dashboard data

In a blog I posted about “How to create dashboards in Infor CRM” we looked at dashboards as a general tool to help you stay closer to the valuable data you need to be as efficient as possible. I highlighted the importance of having the right data at your “fingertips” and how useful a feature like the dashboard system is within Infor CRM. In this blog, we’ll look at the actual data behind the dashboards – where does it come from? What best practice tips are there?

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What’s the best way to use picklists in Infor CRM?

Picklists are fantastic for keeping your data quality high by controlling the values a user can enter. This makes reporting and searching much more reliable – we all know the issues with free type fields don’t we? But not all picklists behave the same as they depend on the functionality they are tied to… so what’s the best way to work with them?

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