Technical terms can confuse. Here are simple definitions for common software terms. Essential Terms CRM – Customer Relationship Management. Software that tracks contacts and sales. ERP – Enterprise Resource Planning. Software that manages business processes. SSO – Single Sign-On. One login for multiple systems. API – Application Programming Interface. How systems talk to each other. […]
Spring is perfect for security housekeeping. These simple steps protect your systems. Essential Security Steps Update all passwords Review user access permissions Test your backup restore process Check for software updates Audit login logs Start with passwords. Use a password manager. Enable two-factor authentication everywhere possible. We use TMS Sphinx for robust identity management. Talk […]
Tax year end brings extra admin. These shortcuts help you prepare reports faster. Quick Report Prep Export contact lists by date ranges Generate donation summaries Create membership renewal reports Export transaction histories Prepare Gift Aid declarations Most CRM systems can automate these reports. Set them up once, use them every year. Our CRM solutions include […]
Planning is not glamorous. But it works. Here is how we approach each quarter at SMXi. Our Planning Process Review what worked last quarter Identify one big goal for this quarter Break it into weekly milestones Schedule regular check-ins Keep a simple progress tracker We keep it simple. One goal per quarter. Clear milestones. Regular […]
Spring cleaning is not just for cupboards. Your data needs attention too. This 45-minute checklist will tidy up your CRM. The Data Cleanup Checklist Find and merge duplicate contacts Fix inconsistent company names Update outdated phone numbers Remove bounced email addresses Standardise address formats Delete test records Start with duplicates. They cause the most problems. […]
For charities and not-for-profit organisations, managing relationships, processing donations, and ensuring compliance with regulatory bodies are top priorities. The challenge? Finding a Customer Relationship Management (CRM) system that aligns perfectly with your organisation’s unique needs. Many organisations initially turn to off-the-shelf CRM solutions, only to find themselves struggling to fit their requirements into a system […]
For any membership organisation, managing relationships, streamlining operations, and ensuring member satisfaction are top priorities. The challenge? Finding a Customer Relationship Management (CRM) system that aligns perfectly with your organisation’s unique needs. Many organisations initially turn to off-the-shelf CRM solutions, only to find themselves struggling to fit their requirements into a system that was never […]
We are vendor neutral. But some tools earn our respect through consistent performance. Here is what we actually use. Development Tools Delphi and RAD Studio – Still excellent for Windows applications. Reliable, fast, and well-supported. TMS Sphinx – Robust identity and access management. Handles complex permissions elegantly. FireDAC – Solid database connectivity. Works with multiple […]
January is perfect for small improvements. These tiny tweaks save minutes each day. They add up to hours each month. Start Simple Set up one automated email template Create a daily reminder to update contact notes Use consistent naming for your files Set up one useful dashboard widget Pick one habit this week. Master it. […]
is a phrase that is banded around “A LOT”. The truth of the matter is that the people who spend their working lives simplifying and connecting complex and multi-layered processes are amongst the world’s best problem solvers. Now, let’s be realistic developers can attract (whether fairly or not) a label of ‘geekdom’. They are an […]
At SMXi Software, cybersecurity is not just a priority, it’s embedded in our DNA. We’re proud of our Cyber Essentials achievement. In an era characterized by increased digital dependence and a rise in remote work, the prevalence of cyber threats has also grown. SMXi Software has proactively secured the Cyber Essentials certification to combat cyber […]
Finding reliable and experienced Delphi developers for support or short-term projects that require a software upgrade, for many businesses is a task they often shy away from. When considering what to do about an older version of an application written in Delphi for example, they don’t want to employ or train somebody new, they want […]
The latest version of GiftAider has just been released. This introduces a few changes that we think will make it even easier for you to use when using your Gift Aid Software to upload claims to HMRC. We have changed the operation of GiftAider so that the claim data does not load as you scroll through the […]
Passwords. Our access to the internet, to the services we need every day …. and a hindrance when we can’t remember them or we have to reset them. And when we do, we have to use upper case, lower case, numbers, symbols and it must be at least 8 characters long….it seems just too much […]
The Approval Pipeline™ proofing system enables print companies to simplify the process of gaining customer approval for proofs and design work. Here’s a look at what’s new in version 5 […]
A brief introduction to Artificial Intelligence and machine learning is used for training #AI. […]
As your organisation grows and changes, then a system upgrade will be needed to assist in that growth. If you are finding that things are not as efficient as you suspect they could be, it might be time to take a long, hard look at your current softsare systems and consider what’s working and what […]
What happens when your ageing software starts to creak and your software development team has moved on? We all know the risk and far too often there is a hope (fingers crossed and all that) that as long as the system is backed up then the software code will be OK. Until either it isn’t […]
It’s easy to be diverted by the latest shiny, new system that appears to solve lots of your problems. But, before you jump in and invest, it’s wise to engage in some navel gazing first. There are so many factors that impact on how effective software is – in your particular situation. Exploring what you […]
So many organisations invest in software, but don’t always end up with systems that do what’s needed. This might be because: The company has outgrown the capability of a particular software There are several systems, which aren’t all compatible Someone in the company who sold the software didn’t ask the right questions Someone in your […]
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