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Posts Tagged Database Management

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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What’s it like working with CRM if you’re a newbie?

People come and people go – this applies not only to our personal lives, but also in the workplace. If you’ve recently recruited new staff, you’ll know that they’ve got a lot to learn in the first few months – from understanding your organisational culture to adjusting to

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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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Why your CRM and Marketing Automation system should be integrated

In this short video, Alan Joenn explains why your CRM and Marketing Automation should be integrated and work from a single database. Transcript: Welcome to this short video presentation from Collier Pickard. Today’s subject is CRM and Marketing Automation running together as an integrated service from a

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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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Top 5 GDPR myths vs. the reality

In my last blog I introduced GDPR as the single biggest change to the way marketers can process data. I highlighted some useful resources and suggested some steps to build GDPR compliance into your CRM system. This time I thought I would attempt to quash some of

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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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How to import data into Infor CRM

There may come a time when you need to import data into your Infor CRM system. This may seem like a daunting task to do, but the good news is that it’s actually quite simple as long as it’s a straightforward import routine. This blog will show you how

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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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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