If you wish, you can now choose to receive any new Cherryleaf blog post automatically to your inbox. When we create a new post, we’ll send subscribers to this service a copy of it in the form of an email.
Simply subscribe to this service by using the form below:
Last week, we completed the third phase of our IT systems migration. With each phase, we’re gaining insights into how information can be best managed inside a company selling and delivering project-based services.
There are a number of basic IT systems needed to run a project-based business, such as ourselves:
Prospect database. This is essentially for sending out mailshots and any freebies offered on a website.
Customer Relationship Management (CRM). This is for following up new enquiries, past customers and carrying out other sales-related activities. This involves keeping a record of past conversations and next steps.
Project management. This involves keeping a record of conversations, repositories for files and contracts, time spent on a project, and other project-related activities.
Accounting. This involves invoicing and payments.
In numerous companies where I’ve worked there’s been a problem in finding the ideal solution. A single system that does everything may force you to work in a particular way of working, and these systems can be expensive for smaller organisations. Having separate systems can lead to information not being shared across the systems. For example, many of the project teams I’ve worked with have found CRM systems, such as Salesforce.com, too complex. They simply don’t use them often enough.
We’re changing some of our IT systems this week, including our email system. This involves some changes to DNS and TXT records that may take a while to propagate around the Internet.
If you send us an email and it seems like we’re taking an unusually long time to reply, please feel free to call us on 0207 100 4513. If we detect any serious problems that might take days to fix, we have a backup alternative gmail account we can ask you to use temporarily instead.