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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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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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 lesser customer experience. Maintaining data integrity is by no means a full time job – it’s about discipline. So how do you make this discipline easy?

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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 the real value in the system. But there is something else called calculated user-defined fields – what are these, and why would you use them?

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How to manage CRM data integrity

Accurate data is just one cog in the mechanics of a CRM system, but it’s a very important one: ‘dirty’ data leads to incorrectly targeted marketing campaigns, embarrassed team members and frustrated customers. It is therefore vital that you have a system in place that ensures your data stays clean, relevant, easily accessible and up-to-date. Of course, there will never be a fool-proof method – even the best of us fall victim to human error at times – but following these four steps will help to keep your data in tip-top condition.

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