CRM Online Support Worthy Cause

CRM Online is supporting fund raising for Lotty Richardson

CRM Online is supporting fund raising for Lotty Richardson

When CRM Online’s MD, Peter Sidhu, heard that his wife was helping to raise £7,000 for a worthy cause, he offered his own support and that of CRM Online.

Jackie Sidhu took part in a triathlon in a bid to collect enough funds to buy Lotty Richardson a new realistic prosthetic leg.

CRM Online gave £500 to Lotty’s appeal. Half this amount is from our Indian partners Squadsoft and Nitin Grover, who have been in the UK working and watching Jackie prepare for her race.

A year ago Lotty Richardson had to have one leg amputated from below the knee, due to a large Sarcoma in her ankle. After undergoing seven months of intensive chemotherapy at the Teenage Cancer Ward at Addenbrooks Hospital, Cambridge, Lotty returned to work. Due to her strength and character she is walking on a prosthetic leg.

“Lotty is only young and wants a more realistic leg,“ said Jackie, who completed a triathlon in 3 hours 4 minutes. “Lotty’s family have found a new company who make bespoke prosthetic limbs with matching skin tones and a realistic appearance. It is our dream to raise funds to purchase her two limbs. One for all weather use and one for general use.”

Peter said: “I and CRM Online are delighted to offer our support.”

Last year Lotty, her family and colleagues raised £5,000 for the Teenage Cancer Trust and the ward, where she was treated. “It is now time for Lotty to benefit from our fundraising,” said Jackie, who spent hours practising running, swimming and cycling.

When Peter heard that his wife was a little nervous of swimming in open water around a lake on her own, he donned a wetsuit and joined her on her practise session.

Lotty said: “I am really grateful to CRM-Online for their donation”.

Lotty’s parents of Great Wratting, Suffolk. are organising a craft day, friends are doing sponsored runs, walks, cycles and an Autumn Ball is being planned for later in the year.

So far more than £2,500 has been raised for Lotty. To find out more details and learn how to donate, go to: Lotty’s appeal

Why Choose Our CRM Solutions

Regulatory Issues

Are your decisions based on fact or fiction?

We are told Sales people are “commercially inactive” when creating reports and forecasts, turning them from deal makers into administrators. This role change can impact massively upon sales activity; deals may be lost as the pipeline cools.

Our solution gathers business wide data, creating reports focused on identifying trends, KPIs and other hard facts, providing business intelligence as a by-product of people just doing their jobs, using your CRM system.

Forecasting / Reporting

Dynamic standardised reporting within CRM provides a true picture in real-time, promoting fact based decision making and leaving gut instinct behind, allowing sales to win more deals.

CRM Online has been working with Client Relationship Management (CRM) systems for Financial Services organisations for a number of years. Our ultimate aim is to bring together areas of business operations and data within Marketing/Sales/ Regulatory/Client On-boarding/Client Service within the framework of the regulatory environment, to enable your teams to win more business, deliver exceptional customer service and of course remain compliant and audit ready.

Call or email us today and let us help you focus on business growth!

Stop! Making Decisions On A Roll Of The Dice

Roll Of The Dice

Are your decisions based on fact or fiction?

We are told Sales people are “commercially inactive” when creating reports and forecasts, turning them from deal makers into administrators. This role change can impact massively upon sales activity; deals may be lost as the pipeline cools.

Our solution gathers business wide data, creating reports focused on identifying trends, KPIs and other hard facts, providing business intelligence as a by-product of people just doing their jobs, using your CRM system.

Forecasting / Reporting

Dynamic standardised reporting within CRM provides a true picture in real-time, promoting fact based decision making and leaving gut instinct behind, allowing sales to win more deals.

CRM Online has been working with Client Relationship Management (CRM) systems for Financial Services organisations for a number of years. Our ultimate aim is to bring together areas of business operations and data within Marketing/Sales/ Regulatory/Client On-boarding/Client Service within the framework of the regulatory environment, to enable your teams to win more business, deliver exceptional customer service and of course remain compliant and audit ready.

Call or email us today and let us help you focus on business growth!

All Tied Up In Regulatory Issues?‏

Regulatory Issues

Some firms tell us that they spend more than 40% of their time managing data and processes in all their departments to ensure they meet all regulatory compliance requirements. Embracing robust processes and technology to avoid these challenges is imperative to remain in business.

CRMO Emailshot image 2

CRM Online has been working with Client Relationship Management (CRM) systems for Financial Services organisations for a number of years. Our ultimate aim is to bring together areas of business operations and data within Marketing/Sales/ Regulatory/Client On-boarding/Client Service within the framework of the regulatory environment, to enable your teams to win more business, deliver exceptional customer service and of course remain compliant and audit ready.

Are Regulatory Issues Giving You Nightmares?

Regulatory Issues

As business leaders, many things can keep us awake at night. Declining profits, increased competition or poor sales. However, one of the biggest and most persistent fear is that the firm is not meeting all the regulatory compliance required to do business. Embracing robust processes and technology to avoid these challenges is imperative.

CRMO Emailshot image

CRM Online has been working with Client Relationship Management (CRM) systems for Financial Services organisations for a number of years. Our ultimate aim is to bring together areas of business operations and data within Marketing/Sales/ Regulatory/Client On-boarding/Client Service within the framework of the regulatory environment, to enable your teams to win more business, deliver exceptional customer service and of course remain compliant and audit ready.

CRM Success – A Phased Approach

Customer Relationship Management (CRM), is really a business culture, based on customer focus. It is about identifying, acquiring and retaining profitable customers.

CRM is often thought of as software, but the real mix for a ‘CRM Solution’ is, in my opinion, approximately 15% software, 25% business process and the remainder is people.


Key Ingredients of a CRM Solution

Without ‘buy-in’ from the staff of a business, the software and even process can be rendered ineffective. As opposed to a CRM System which is really just the software element.

The ‘problem’ with CRM is it such a wide-ranging subject. The real value of CRM is that it can impact the whole of your business.

CRM will predominantly affect the normal customer facing areas such as Marketing, Sales and Customer Service, as you might expect. Done properly, a CRM solution will also bring into play what are normally considered back office functions.

A CRM system should hold all relevant information on a customer, including a communication history and there is no reason that your accountant, operations or manufacturing staff should not also have access to this information, so that regardless of who the customer contacts (or who contacts the customer) they will have all the relevant information at their fingertips.

Likewise, back office information, e.g. account and order status should be available to the front office staff so that the need to contact accounts is reduced.

Therefore a CRM system can give a business-wide view of customer (and supplier) interactions and becomes very much a team tool, allowing all of the staff in a business to present a coherent experience to the customer. Because it reminds people about tasks they need to carry out, and can be monitored by supervisors, there is less chance of forgetting to deal with customer requests and issues, which will obviously assist in enhancing the relationship with the customer.

For anyone thinking of implementing a CRM Solution there are a number of considerations:

  • Who will need access to the system?

  • What sort of information do I need to hold on our customers?

  • How will I engage the staff in the project to facilitate buy-in?

  • Is it feasible to implement a company-wide solution immediately?

  • And of course, what are the likely benefits for the company?

There are, of course a lot more questions you should be considering, and an article this size cannot hope to encompass those, but we will focus on how to make the transition less painful than it might otherwise be.

You might be encouraged to initiate a company-wide project immediately, and in some circumstances this can be feasible. The more sensible approach though might be to run a pilot scheme, preferably with a handful of your less technophobic staff to iron out how the system will be used and to write some procedures for using it.

Once the basic system and processes have been vetted, the system can then be rolled out in phases, perhaps starting with some basic functionality, which can be upgraded once the staff are used to the basic system. This transitional approach will often result in a smoother implementation, less disruption and an easier learning curve for your staff.

So CRM can work, it does not have to be terribly expensive or disruptive and should easily be able to pay its own way, all it needs is a little planning and forethought, like much else in life.