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

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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

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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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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

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How to be disciplined about data quality

Start as you mean to go on. From the moment you start using your CRM system it is essential that you keep your CRM data clean, relevant and up to date. The quality of your data is paramount as inaccurate data will lead to frustrated users, poor user-adoption, mistakes being made and ultimately, a

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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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