The Importance of CRM and Accounts Integration (For Sales People)

After over 25 years in the CRM business, Collier Pickard has a deep understanding of the importance of data and data integration. If your business is using both a CRM and accounts systems, you need the data to be identical across both systems. Why? Well, read on and find out.

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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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CRM manager – what’s in the job description?

If you have selected your new CRM platform, or have an existing system and want to get the best out of it, a CRM manager should be an essential hire. We consistently tell customers and prospects that, in our experience, every 50 users of your CRM system will create a role in CRM administration. These figures are independent of the CRM product you are using. You might think that this is an unusual recommendation as we do not benefit financially whether or not you take the advice – but it is a cost that we highlight, whilst many other CRM

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When do you need CRM reporting, and when don’t you?

Throughout this site you will find information on CRM systems with a myriad of features that make them great “personal productivity tools”. The whole team at Collier Pickard is passionate about making CRM something that users will want to use. We love CRM that makes everyday tasks faster and/or easier to complete. We invest time and effort to bring you tools that help your team do better things for your clients and prospects.

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What does Operational CRM mean in 2016?

Over the past few years, what has changed in the world of Operational CRM? As the CRM market continues to evolve, much of the development concentrates on Analytical and Social CRM tools. If you follow major CRM players, as we do, you could be forgiven for thinking nothing new was needed in Operational CRM. But is it time for an Operational CRM reboot?

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