Some people view CRM as if it were just the CRM package they use – like Maximizer CRM or Infor CRM or Sage CRM. But if any of these CRM systems run in isolation of other aspects of customer interaction, then it’s not providing you with the whole picture… it’s only “partial” customer relationship management. This is when CRM fails – when you have more than one version of the truth.
Read more →According to Wikipedia, CRM is ‘a business strategy employed for managing a company’s interactions with customers’. Here at Collier Pickard we believe it concerns everything you do to acquire, retain and develop profitable customer relationships. If you have decided yours is no longer fit for purpose, it has significant implications for the future health of your business. Before reaching for another plaster to address the symptoms, take a look at the cause of your current ailment.
Read more →Are people even using your CRM system? We’ve said it before and we’ll say it again: CRM is only going to produce results for you if it’s used properly! That’s pretty obvious… But what’s often not quite so obvious is how you check whether the system is being used properly or not and then how to guide your team along the right path to successful CRM.
Read more →The case for on-premise CRM So you’re looking for a new CRM system. Which do you choose, an on-premise installation or a hosted, cloud-based solution? Mike Collier, Managing Director of Collier Pickard makes the case for on-premise CRM.
Read more →Saleslogix Web Client: Pre-Support Checks Sometimes, a problem isn’t as bad as it seems, and sometimes it isn’t actually a problem at all – which means solving the “problem” is actually a lot easier than anticipated. So if you’re experiencing difficulties with your Saleslogix Web client, here are a few things you need to be aware of. These things may well resolve your issues faster than if you were to contact us for help and technical support!
Read more →5 Tips For Maintaining Your CRM System Clients often come to us seeking advice about the slow performance of their CRM system. Usually, it has been slow for some time and if anything, getting worse. In general, these are caused by underlying IT issues such as resources available and poor system maintenance. I’ll take you though some simple steps you can do regularly to ensure your CRM system is in tip-top condition.
Read more →One of the most common problems encountered by firms that have been using CRM for some time is that their system is missing functions and features that they now need. Why is this and how do you overcome the issue? Our CRM Whiteboard session this week explains exactly what to do.
Read more →CRM Problems And Issues #3: Unclear Purposes And Procedures If your CRM system isn’t clearly defined, with dedicated procedures in place to support it then it is likely to be in trouble. This whiteboard session takes a look at why this is the case.
Read more →CRM Problems And Issues #2: Project Driver Leaves How would your CRM system cope if the original project driver or sponsor moved on? Would it still be maintained and monitored? This week’s CRM Whiteboard video focuses on how to avoid your CRM system failing in just such an eventuality.
Read more →One of the most commonly reported issues about CRM systems are that they are running too slowly. We take a look at why this can be such a large problem for a CRM implementation in this week’s CRM Whiteboard session.
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