Cloud computing saves you 90% energy costs

October 27, 2015 @ 11:37 AM · Starting your CRM journey

News just in…. sort of

…Cloud computing to save 30-90% energy costs: source Microsoft.

Who’d have thought it huh!

Microsoft wanting you to go to their cloud based systems by any chance

Read More

Persuade your top brass for the benefits of CRM

October 22, 2015 @ 11:41 AM · Starting your CRM journey

In case I’ve not said this already, or you’ve missed it, and you want to try and persuade your top brass of the benefits of implementing a CRM Database

Here are some then …

Improving your CRM data you hold will give you:

– A competitive advantage over your competitors
– More knowledge about your clients and contacts
– a full ‘interest’ profile on your best contacts – segmentable database
– The abiltiy to identify contacts most likely to need your services
– Reduced levels of unwanted mail / email sent to your clients
– higher response rates to marketing campaigns
– Lower data admin burden for your firm
– Allow your firm to make strategic decisions...

Read More

how not to insult him by calling him ‘Mrs’ and her by calling her ‘Mr’.

Enough of you said you wanted some more hints on clearing up your CRM data.  So this one is: how not to insult Paul by calling him ‘Mrs’ and Sue by calling her ‘Mr’. 

Right here in fact….
 
I’m sure you look through your data regularly.  I do.  Well, my poor team do if I’m being accurate.  But when you’ve got a database and alert system, you might as well use it. 
 
So, in this tip I’ll tell you how to find out how many of your contacts are missing a prefix (Mr or Mrs for instance), or where you’ve got the prefix wrong.  A while back I listed a number of names within a company name that could describe which sector it was in. 
...

Read More

eMail look and feel: Pictures or text

October 13, 2015 @ 11:18 AM · How to get great CRM

In one of my email CRM hints, I mentioned that the first thing a reader of your email communications needs to see. 

And it isn’t going to be a white box with a red square in it.
 
 That’ll just put them off.
 
 And are your emails like this?
 
 Do they have a lovely logo or image at the top of the email when you send them out?
 
 Did you know they don’t always arrive like that?
 
 Image your logo or picture as a white box.
 
 Then design your email style around that horrific thought.
 
 i.e. the first thing a reader needs to see is something interesting, and that may even be telling them what to do.
 
 It’s not a ...

Read More

When moving house is a CRM issue

October 9, 2015 @ 11:26 AM · How to get great CRM

I recently moved house. Hopefully for the last time ever. And it made me realise something. I hate getting all my old mail. I’ve been all ‘geeky’ and done ‘remove from database’ labels to stick onto unwanted post , but it’s a real pain having to write, fax or email all the people that offer me services with my new details.

I will soon get around to it ;-)

And you can bet the contacts on your own CRM database feel exactly the same

One fabulous mailing error so far has come from my own building society, the one in which I’ve just taken out my new mortgage with. How on earth does a different department in that very same society not know I’ve moved, and continues to write to me at my old ...

Read More

CRM benefits to your organisation

October 7, 2015 @ 11:29 AM · Starting your CRM journey

If you are wondering why all the fuss about CRM, maybe this will help:

CRM Databases can help you and your organisation…

  – Spot work leads more easily
   – Manage your contact relationships more easily
   – Promote your products & services more effectively

Improving your CRM data will give you…

  – Better knowledge about activity with your clients and contacts
   – More leads, and easier spotting of who needs which of your services
   – Better response rates to your Marketing & Business Development activities

Read More

No point having a CRM system if you’re not going to

October 5, 2015 @ 11:31 AM

– Automate tasks
– Move to eMarketing
– Continually manage your data
– Increase work leads
– Make it easier to manage a client’s relationship

Read More

Funnily enough, your CRM database isn’t the most important factor in your CRM database success.

October 2, 2015 @ 11:34 AM


Top 5 CRM hints

Funnily enough, your CRM database isn’t the most important factor in your CRM database success.

These factors are though, and they are in order of importance…..

  1st) Senior management buy in (without it, you are completely stuffed)
   2nd) People again (users this time, and the ‘What’s in it for me’ syndrome)
   3rd) Data integrity (getting the basic data right, e.g, names, job titles, email addresses)
   4th) Data enhancing (adding profiling, segmentation and targeting abilities, e.g interests & sector)
   5th) Plan that it’s a never ending project (and plan in the manpower to manage your system)

And there are plenty more ...

Read More

Technology should be doing 90% of your email and postal marketing administration

October 1, 2015 @ 11:32 AM

No point having a person press go when a computer can do it in your CRM database

Business development managers, secretaries and fee-earners are far better utilised converting the work leads into work instructions, managing client relationships, cross-selling services and doing billable hours than looking through a mailing list.

Automate stuff

Obvious when you think about it isn't it.  Although you have to set it up - so judge for yourself the tasks to automate

Read More