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Posts Tagged Video

What is CRM? It’s not software!

Our Marketing Director, Alan Joenn, recently gave a presentation at The Business Show at the ExCel in London. His theme was “How CRM enables business growth”. The full video clip will be available later but for starters, we thought we’d show you short snippets, broken up into

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Efficient Ticket Management – setting up standard problems and resolutions

If you are on the Customer Services team, then you’ve probably encountered common issues that customers raise with you – and more often than not, they will require common ways to resolve these problems. When these issues and resolutions crop up repeatly, is there a way to

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How to create dashboards – for the customer service team

In my last blog, I talked about how dashboards in Maximizer CRM can provide users and managers with a visual overview of key performance indicators, making it easy to monitor progress. I gave an example of how to create a sales dashboard – the video in this blog will

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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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Q&A video with Business Reporter: How CRM can grow your business

Once in a while you go through your archive of goodies and rediscover old gems that you feel deserve to be shared again. Back in December 2014, Alan Joenn (our Marketing Director) was interviewed by Business Reporter as part of their Small Business Panel Debates. It was filmed at

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New Max Minutes Video: Creating a UDF

Our quick-tip Max Minutes videos are back! These videos have been created to give you short, snappy tutorials on how to perform useful functions in Maximizer CRM, making your business operations even more streamlined and organised.

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New Max Minutes Video: Searching By Country

Our quick-tip Max Minutes videos are back! These videos have been created to give you short, snappy tutorials on how to perform useful functions in Maximizer CRM, making your business operations even more streamlined and organised.

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New CRM Whiteboard Video – Getting the Best From Agents

Our latest CRM Whiteboard video is now live! As part of a new series of videos focused on language schools, Simon Pickard explains why agents are an important part of the sales process and how a CRM system can bridge the gap between your internal sales efforts

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Social Media Complaints & CRM

Social Media Complaints & CRM How should your business cope with the rising trend of customers turning to social media to complain about poor service? This week’s CRM Whiteboard session looks at how prevention really is better than cure…

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Big Data

Big Data How does Big Data apply to the world of CRM? It’s the buzz word of the moment, but does it have a role to play in a traditional B2B CRM setting? This week’s CRM Whiteboard session explains how Big Data and CRM connect.

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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