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 […]
Every business is different. Yet most CRM systems treat them the same. Generic tools force you to change your process to fit their workflow. A bespoke CRM does the opposite. Custom CRM We have seen this time and again. Clients come to us frustrated with off-the-shelf systems that do not quite fit. They end up […]
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 The Data Cleanup Checklist Find and merge duplicate contacts Fix inconsistent company names Update outdated phone numbers Remove bounced email addresses Standardise address formats Delete test records Start with duplicates.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. […]
September brings fresh starts. Time to revisit CRM basics that teams often forget. CRM Fundamentals Who owns each contact record? What fields are actually required? How clean is your pipeline data? When was the last data cleanup? Who has admin access? Answer these questions honestly. Fix the basics before adding new features. Our CRM solutions […]
CRM systems are not forever. What worked when you had 50 customers might struggle with 500. What handled simple sales processes might break with complex workflows. Bespoke CRM Custom CRM Knowing when to upgrade is crucial. Wait too long and you lose productivity. Upgrade too early and you waste money. Here are five clear signs […]
Spreadsheets are brilliant tools. But they are not CRM systems. When businesses try to use Excel for customer management, chaos follows. Data gets duplicated. Information goes missing. Teams work from different versions. Bespoke CRM Custom CRM This case study shows how one organisation moved from spreadsheet chaos to a seamless CRM system. The transformation was […]
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. […]
First let’s wish a Happy Birthday to JAM (Journal of Arts Marketing) which has just celebrated its 10th birthday! And is it still jamming at 10? I think so, with this excellent issue dedicated to Friends and Membership schemes in the Arts. Very timely this, it arrived the day after I went to the excellent […]
If your business involves communication with customers, a CRM system (or customer relationship management system) is bound to be vital in reaching your goals. With the ability to manage all communications and details related to both existing and potential customers, there are loads of reasons why a CRM system is important for your business. Learn […]
Why a Bespoke CRM Is the Smartest Investment You’ll Make This Year Every organisation is different. Off-the-shelf tools often miss the details that matter. In this article we explore why a bespoke crm is the smartest investment you’ll make this year with examples from our client work. This part explores a unique angle of Why […]
