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Posts Tagged User Experience

The importance of user feedback for CRM projects

Over the years we’ve talked about how CRM isn’t a destination, it’s a journey – that should grow and develop over time as your company adjusts to internal and external changes. What makes this journey fruitful will depend largely on how your CRM users are actually using

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CRM performance on a virtual environment

I came across an interesting situation the other day while on customer site – a puzzling situation which raised lots of questions, where the answer went against everything I thought was correct about CRM performance on a virtual environment. Here’s what I found out.

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Optimising CRM performance on a virtual environment

I was with a customer the other day and came across an interesting, but puzzling situation – one which raised lots of questions but where the answer went against what I thought was correct about CRM performance on a virtual environment. Here’s what I found out.

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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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Being clever with your hotlist – and your work day

We all have numerous tasks to deal with on a daily basis, and they can range from taking certain follow-up steps with prospects to responding to customer queries, to ordering equipment from your suppliers, or completing internal tasks. Thankfully, the hotlist task functionality in Maximizer CRM helps us remember what

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Viewing what’s important to you: How to customise “My Work Day”

How do you begin your work day? Do you start by looking at your calendar to see what appointments you’ve got, or do you look at your hotlist tasks to see what requires urgent attention? Or do you look at your dashboards to get an overview of stats

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How to create default entries in Maximizer

Creating default entries in your Maximizer CRM system can save you a lot of time and effort when dealing with data and repetitive tasks. So, rather than inputting the same information every time you create a new contact, opportunity or customer service, for example, you can set up your Maximizer system

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What is a dynamic field?

“What is a dynamic field”, I hear you ask? “Do you mean a corn field where the colour and area changes every time you look at it?” Well, not quite – but in fact you’re not far off…   If you’ve been involved with a CRM solution through us, you may

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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
TN14 6AB
United Kingdom

t: +44 (0)1959 560410