Posted in June 2011

The CRM Language Barrier

I will happily admit that I am not one of these technology guys who hangs out exclusively with other technology guys. I’m more likely to hang out with people in other industries – my best friends’ jobs include graphic designer, race car body fabricator, Range Rover mechanic, senior assisted living facility manager and, yes, a … Continue reading

Relationships aren’t just for your CRM

We all know that our CRM systems contain all the relationship information about who you are dealing with, what actvities you have done to date with them, what communications have been made between your organisation and theirs, as well as how they connect and relate to other individuals’ records within your CRM system. But relationships … Continue reading

SugarCRM Useful Tip – Summary View

Have you ever wanted to see a concise view of all correspondence you have had with a particular Lead, Contact, Account, Quote (Professional and Enterprise Only), Opportunity, Project, Case etc. without having to click into each call, email, meeting? Go to the relevant record and at the top of the History panel you will find … Continue reading

Contentment: the Arch Enemy of Social CRM

Yesterday, comedian Steve Coogan (“Tropic Thunder,” “The Other Guys,” “24-Hour Party People” and many other things) was a guest on the National Public Radio show “Fresh Air.” At the end of the interview he was asked if it was true that comedians were really sad, insecure people when they weren’t “on.” Of course, he denied … Continue reading

CRM – The Corporate Teenager

Customer Relationship Management – it’s a phrase we’ve all heard (why else would you be looking at this site if you hadn’t?), yet do we ever stop to consider its construction or true meaning? For example, which word should take precedence? Merely by its name it would appear that the ‘Customer‘ is the primary focus, … Continue reading