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 The Data Cleanup Checklist Find and merge duplicate contacts Fix inconsistent company names Update outdated phone numbers Remove bounced email addresses Standardise address formats Delete test records Start with duplicates.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. […]
Category: crm
End of Tax Year Admin Shortcuts
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 […]
New Year, New CRM Habits
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. […]
Why a Bespoke CRM Is the Smartest Investment You'll Make This Year
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 […]
Back to School, Back to Basics
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 […]
What ‘Bespoke’ Really Means (And Why It’s Worth It)
The word ‘bespoke’ gets thrown around a lot. Sometimes it means customised. Sometimes it means expensive. Sometimes it means unnecessary. But what does it really mean for software? Bespoke CRM Custom CRM Bespoke software is built specifically for your business. It matches your exact process. It solves your specific problems. It grows with your needs. […]
How Custom CRM Solved Our Client’s Data Headaches
Data headaches are common in growing businesses. Information scattered across spreadsheets. Duplicate records everywhere. Staff spending more time managing data than serving customers. Bespoke CRM This case study shows how a custom CRM system solved these problems for one client. The transformation was dramatic and immediate. The Problem: Data Chaos Our client managed a service […]
Jamming at 10: Friends or Foes? Friends schemes discussed.
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 […]
5 reasons why you should be using a CRM system for your business
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 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 […]
5 Signs You’ve Outgrown Your Current CRM System
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 […]
From Spreadsheet Chaos to Seamless CRM: A Case Study in Digital Transformation
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 […]
How to Plan Your CRM Build: A Step-by-Step Guide
Building a CRM system is a significant investment. Get the planning wrong and you waste time and money. Get it right and you transform how your business works. Bespoke CRM Custom CRM This guide walks through the planning process step by step. Follow these steps and you will build a CRM that actually fits your […]
