Monthly Archives: January 2013

CRM to ERP or Accounting Integration Considerations

This is a discussion about the various scenarios that underline why any CRM to ERP / Accounting integration MUST consider 1-Many links, i.e. allowing a CRM system to link through to multiple records in an Accounting/ERP solution. CRM to ERP Basic principles considered 1.    Duplicate data in a CRM system is a bad thing It’s the […]

Fed up with cold calls?

…what to do about it…and are you guilty ??

In the world of CRM in which QGate lives, I am very conscious of what happens when our customers or ourselves get things wrong, particularly around the use of CRM to carry out marketing to the masses. It’s a fact of life that companies and organisations want their message to be heard, but as we all know and have experienced, some go too far or ignore the guidelines or even laws in place to remove this annoyance. Services like the Mailing Preference Service (MPS)https://www.mpsonline.org.uk/mpsr/ and the associated Telephone Preference Service (TPS)https://www.mpsonline.org.uk/tps/index.html are there to allow you to register your desire not to be hassled.