TEL: 0330 335 5330

Blogs

Keep on talking

Lunar CRM encompasses all the benefits you’d expect, like safe and secure cloud hosting, extensive MI, enhanced operational control and so much more.

We work closely with you to create the best workflows for your business and create a fully tailored, bespoke CRM solution.

Reach for More: 4 Ways Innovative CRM Reporting Can Help Your Business to Fly

Every owner wants their business to be successful, but to do that, they need to be able to oversee everything, whilst also focusing on smaller elements crucial to strategies. As such, reporting tools have become increasingly popular amongst small business owners looking to smarten up and take their businesses further.

September 2017 Read more...

Protect the Net: Is Cyber-Insurance the Future of the Industry?

With cyber-attacks on the rise and ransomware proving to be a persistent threat, there’s more pressure than ever before on companies to prevent the worst from happening. Of course, that’s not always possible when going up against sophisticated viruses and highly-skilled hackers - and that’s where preparation for the worst is playing a huge role in businesses’ approach to cyber-security.

August 2017 Read more...

3 Ways a Bespoke CRM Can Keep Generation Z Happy in the Workplace

Move over Millennials: Generation Z have started to enter the workforce, and employers are preparing themselves to meet the expectations and demands of a generation that grew up surrounded by instant updates and technology.

August 2017 Read more...

GDPR: Are You Ready for the Changes?

The General Data Protection Regulation – or GDPR, as it’s more commonly known – is set to come into effect from May 25th 2018. With less than a year to go until the new sheriff of data protection arrives in town, it’s more essential than ever for businesses to get ready for the change it’ll bring.

August 2017 Read more...

All Smiles: 7 Ways a Bespoke CRM Can Make Your Team Happier

When it comes to introducing a new resource into the business, results can sometimes be a bit mixed – even more so when those results are whether or not your team are happy with the change. Unfortunately, this is a challenge that comes part and parcel with running a business. That’s why we always recommend talking to your team before introducing a new process or solution, in order to get them on side and make sure the entire venture is an unmitigated success.

August 2017 Read more...

A United Front: 4 Ways to Help Your Team to Embrace Process Automation

Despite the rising popularity around process automation – not least because it saves businesses money and time – there’s often a strained relationship between frontline staff and the innovative solutions which make automating small tasks possible.

August 2017 Read more...

Doctor in the House: The Importance of Keeping Your Email List Healthy

Data has become the undisputed lifeblood of many a business in our modern world: it powers CRMs, informs strategic decisions, and helps organisations to better know their clients. In order to make that data valuable and work properly, however, businesses need to keep it healthy.

July 2017 Read more...

Weathering the Storm: How to Make Sure Your Business Thrives in Uncertainty

With the likes of Brexit dominating the headlines, there’s been a lot of arguing around whether leaving the EU will be a disaster for businesses across the country or not. Whilst we aren’t here to dictate politics – and we definitely don’t keep a crystal ball to see the future in our stationery cupboard – we can impart a little wisdom on surviving a period of uncertainty as a business.

July 2017 Read more...

All for One: How a Bespoke CRM Can Help Align Your Team with Your Goals

As with any success in life, to win at business, you need to have goals to work towards. But once you’ve conceived of your business’ goals, what’s to keep your team from heading off-track, or putting different priorities ahead of the business’?

July 2017 Read more...

One Click to Success: How Dialler Integration Can Keep the Telephone Relevant

Despite the takeover of email and social media, when it comes to communicating with customers, the telephone remains an important aspect of any business. That’s not to say, however, that it doesn’t need a little boost to stay ahead of other forms of communication. That’s why so many businesses are turning to dialler integration with their bespoke CRM – and enjoying all the benefits it comes with.

July 2017 Read more...

On the Same Team: Why Automation Isn’t the Bad Guy

Automation is nothing new – we’ve seen machines replicate and replace human roles on a large scale since the Industrial Revolution. It’s also an aspect of business which is certainly gaining a lot of attention at the moment, finding its way into businesses of all shapes and sizes, as well as financial institutions and governmental services.

July 2017 Read more...

Around the Clock: Making Your Business Work in Real Time

In business, there never seems to be enough time – it’s the one commodity we sadly can’t make more of. Even with a powerful bespoke CRM solution at the heart of their business, some owners still struggle to find time for everything, including measuring the organisation’s current position within the strategy.

June 2017 Read more...

Is RegTech About to Take FinTech’s Spotlight?

Regulation Technology – or RegTech as it’s come to be known among its proponents – is quickly gaining in popularity among start-ups and financial institutions alike. Now, with its cousin, FinTech, earning a place in the mainstream, is RegTech preparing to claim the spotlight?

June 2017 Read more...

Going Hands Free: How Insurers Will Adapt to the Reality of Driverless Cars

After a startling revelation from Amanda Blanc, Axa’s chief executive, the insurance industry is waking up to the reality that the driverless revolution is just around the corner – and the industry must keep up.

June 2017 Read more...

A Timely Upgrade: 3 Ways Technology is Revolutionising the Mortgage Industry

Technology: it’s a marvellous thing that we’ve all come to embrace on a day-to-day basis. Some industries, however, have been slower to adopt new technologies, leaving it to disruptors to shake things up.

June 2017 Read more...

Savings, Savings, Savings: How Can a Bespoke CRM Lower IT Costs?

With IT playing such a fundamental role in the 21st Century workplace, it’s no surprise that budgets for equipment, software and hosting are starting to mount up. For small businesses, however, that’s a cost which could be better invested in growth, resources or just maintaining a health cash flow.

May 2017 Read more...

Changing the Game: How AI Could Revolutionise Insurance Technology

Last year, we blogged about the technology causing disruptions in insurance, such as self-driving cars and app-based policies. A year on, and the chatter around InsurTech disruption has reached new levels as Artificial Intelligence comes into play in the industry. But how could AI revolutionise how insurance works?

May 2017 Read more...

Blue Sky Thinking: How the Cloud is Helping Businesses to Thrive

With news that HSBC is finally looking to implement a Cloud-first strategy across its entire organisation, it looks like even the great bastion of tradition which is banking will soon be adopting Cloud technology.

May 2017 Read more...

Service with a Smile: Has Your Team Mastered These 4 Aspects of Great Customer Service?

In a world where a single tweet can see a brand fall overnight and companies must ensure a clean record on every review site, customer service has become more important than ever. It’s not just that consumers can demand more from businesses either: the level of competition, driven by innovation and changing technology, means that consumers deserve better now.

May 2017 Read more...

A Perfect Partnership: The Six Essential Elements of a Bespoke CRM

When it comes to creating CRMs for our clients, the Lunar team are well-versed in what makes for a perfect pairing. Much more than simply flashy designs and exciting plug-ins, a bespoke CRM should incorporate a number of essential elements in order to bring the most benefit to a business. During our time working with clients from a range of industries and sizes, we’ve come to understand what those essential elements are (and we’re not keeping it a secret):

April 2017 Read more...

Chill Out: 5 Ways a Bespoke CRM Can Cut Your Team’s Stress Levels

We’re not sure about you, but long weekends seem to be a double-edged sword. On one hand, there are only four days until the weekend - but on the other side of the weekend, when the festivities are over, there are only four days in which to cram five days’ worth of work. Cue the inevitable panic from your team, come Tuesday morning.

April 2017 Read more...

Stay on the Line: What Makes Call Centres So Essential to Your Business?

Don’t believe the critics: call centres are far from going out of fashion among UK businesses. In fact, businesses such as BT and various mobile phone providers continue to invest in new call centres across the country, all in an effort to improve relations with customers. But what has brought about this renewed interest, and why are call centres still essential to businesses?

March 2017 Read more...

A Steady Aim: The Importance of Goal Setting for Your Team

It doesn’t matter if you’re a small business that’s starting to grow, or a well-established household name: goal setting is an important ingredient in your business’ future success. Although there may be some misgivings that there’s no time to set goals for your employees and their teams, you’ll soon begin to reap the rewards – making it an activity worth your time.

April 2017 Read more...

Beating the Fear: 3 Ways a Bespoke CRM Can Help You to Navigate Business Growth

There’s an exciting point in every business’ life where everything goes up a gear, and the owner can clearly see that growth is taking place. But as with many other exciting things – bungie jumps, swimming with sharks, rollercoasters – there’s an element of fear, which is natural when risks are being taken and there’s more to lose.

March 2017 Read more...

Smiles All Round: How to Keep Your Team Happy Without Breaking the Bank

Perhaps it’s because everybody knows that a happy team is a productive team that we now live in a world where offices have ball pits, and organisations strive to have the most impressive benefits package possible. Unfortunately, not all businesses have the spare cash to essentially ‘buy’ their employees’ happiness. So how do you reap the benefits of a happy team without breaking the bank?

March 2017 Read more...

5 Ways to Refresh Your Customer Relationships This Spring

Rejoice! Winter has finally started to loosen its icy grip on us, meaning spring is officially just around the corner. And with the country diving into spring cleaning mode, what better time is there to refresh your customer relationships than now? We’ve put together some useful advice to help you to prepare for a relationship refresh – give it a go and let us know the results!

March 2017 Read more...

GDPR: How it’ll Affect Your Marketing Efforts

Last April, a new regulation was announced across the European Union: the GDPR (or General Data Protection Regulation. It’s a nifty – and much welcomed – idea which will see the protection of individuals’ personal data increased, as well as introducing more up-to-date definitions for what constitutes ‘personal data’ in our increasingly online world.

March 2017 Read more...

Operator, Please: 6 Ways Your Bespoke CRM Can Improve Your Customer Calls

Despite the advent of social media and email, the telephone remains the most popular method for getting in touch with your customers. As your business grows and your customer numbers swell, it can become challenging for your team to juggle telephone duties with records of previous calls, misdialled numbers and clunky dialling platforms. The results are unhappy customers and a lot of wasted time.

February 2017 Read more...

Part of the Team: How a Bespoke CRM Can Become Central to Your Company’s Culture

Although it’s been around for as long as businesses have, the idea of ‘company culture’ has become a much more prominent talking point in the twenty first century. This is partly due to the public success stories of tech startups like Facebook and LinkedIn, as well as a response to a gradually shifting power dynamic between employees and employers.

February 2017 Read more...

Be Our Valentine: 4 Reasons It’s So Easy to Fall in Love with a CRM Made Just for You

This year, you’d be forgiven for thinking Valentine’s Day began the day after Boxing Day, what with the sudden and unrelenting influx of heart-shaped goods in the shops! But whereas this day is traditionally reserved for lovers, Team Lunar has decided to play Cupid between businesses and the perfect bespoke CRM solution for them. After all, there are so many reasons to feel love struck when it comes to a system built to address your needs. So without further ado, let’s make some magic happen!

February 2017 Read more...

Great Results, Anywhere: How to Make Working from Home a Success for Your Team

In our modern day work culture, embracing remote working for whatever reason – be it to take into account family commitments, to work with freelancers around the world, or simply to allow for some occasional relief from commuting – has become an essential trend among employers.

February 2017 Read more...

Planning Ahead: How to Use CRM Data to Boost Your Business Strategy

We’ve said it before, and we’ll say it again: your bespoke CRM is a fantastic tool when it comes to supporting your business decisions. With well-maintained CRM data, you have in your hands the tool to guide your business’ strategy for the next 12 months and beyond, taking into consideration customer feedback, sales and a whole slew of other pieces of information.

January 2017 Read more...

Quit the Chase: How to Use a Bespoke CRM for More Efficient Invoicing

Getting clients to pay on time can quite easily be one of the most frustrating and resource-heavy experiences for a business owner. On one hand, there are the great clients who pay on the due date (sometimes even a few days earlier) whilst others seem to drag their heels, slowing down your cash flow and making it more difficult to run your business – leaving your team to chase them up.

January 2017 Read more...

Back to School: How to Use Lessons from Last Year to Achieve Success in 2017

Ask anyone to describe 2016 and you’re sure to be met with a groan, a sigh or a slew of negativity. Unsurprising, really, as globally it was a year of many ups and many, many more downs. That’s not to say, however, that we can’t apply what we learned in 2016 to how we navigate the next twelve months in order to achieve great business success – and there are three lessons in particular we can draw on this year.

January 2017 Read more...

New Year, New Outlook: 5 Tips for Beating the Back to Work Blues

It’s that time of year again: January. Back to work season has begun once more, and it feels like your team are forcing themselves out of bed every morning just to drag themselves into the office. For a business owner, this can be a disheartening scene – one which hopefully clears up as everyone gets back into their routine.

January 2017 Read more...

Don’t Stop Now: 5 Ways to Ensure Employee Productivity This Close to Christmas

It doesn’t matter if you’re a big fan of the festive period or a complete Scrooge: it’s important to keep your team’s morale and productivity up as we draw closer to the end of the year.

December 2016 Read more...

Call Us Santa Claus: How a Bespoke CRM Could be the Best Gift You Give Your Team This Christmas

The city centre is decked out in extensive decorative lights, wooden market stalls have popped up across Europe, and advent calendars everywhere are being scoffed: yes, the festive season is well and truly upon us!

December 2016 Read more...

Not Just a Pretty Face: 5 Essential Qualities You Need in a Great CRM Developer

When building a bespoke CRM around your business and its needs, you’ll often find that the relationship between you and your developer is an important and potentially fruitful connection. Making this relationship work will ensure that your organisation benefits from the best bespoke CRM solution available, saving you the hassle and expense of an off-the-shelf system.

December 2016 Read more...

Making the Minutes Count: How to Make Better Use of Your Team’s Time

As your biggest outgoing expense, every minute of your team’s time is extremely valuable – which is why it pays to regularly re-evaluate how to best make use of their time in the workplace! For some businesses, this can seem like an uphill struggle, but it doesn’t have to be. With our range of bespoke CRM solutions, we’ve helped our clients’ teams to save hundreds of hours – making huge cost savings in the process. Follow the advice below, taken from our work with clients, and you’ll find your team making the most of every second in no time at all!

November 2016 Read more...

That’s Your Cue: How Automation Can Revolutionise Customer Relationship Management

As 2016 has progressed, and our obsession with AI continues, it’s become harder and harder to ignore the tidal wave of interest which automation has enjoyed across every industry. No longer is automation exclusive to areas such as manufacturing or simple data entry tasks either: businesses are harnessing the power of automation to clean up processes, increase productivity, and – perhaps most interestingly of all – to improve relationships with customers.

November 2016 Read more...

People Problems: Tackling Human Error to Protect Client Data

Although technology continues to make leaps and bounds – especially in areas such as automation and security – we still, unfortunately, don’t live in a world where client data is always safe. But rather than focusing solely on the software you’re employing and the technology at your fingertips, it also pays to consider that a bigger threat to the safety of client data are people themselves.

November 2016 Read more...

Never Too Late for a Spring Clean: Why It’s Important to Keep up with Your Data Housekeeping

Yes, we’re well aware it’s now November – we can tell by the dropping temperature, the huge Halloween decoration discounts, and the amount of leftover pumpkin we’re still cooking up in the kitchen. But just because Autumn is well and truly here, it doesn’t mean you can’t have a spring clean of your data to keep your CRM in tip-top condition!

November 2016 Read more...

Stand by Me: How to Use Your CRM to Encourage Customer Loyalty

Over the years, CRMs have come to mean so much more than simply customer service tools, now serving as marketing systems, databases and workflow management tools as well. Although they now have more capabilities than ever, CRMs still remain a key tool in encouraging customer loyalty – but how? And why is loyalty so essential?

October 2016 Read more...

Still Out of Office: 3 More Ways Remote Working Can Benefit Your Business (and Your Team)

If you’re an avid reader of our blog, you’ll remember that a few weeks ago, we were talking about the joys of remote working for your business. For business owners, allowing their teams the flexibility to work from anywhere in the world (including on sandy beaches and in cosy coffee shops) offers up benefits such as being able to hire more widely, and saving money on office space.

October 2016 Read more...

Smooth Introductions: 7 Golden Tips to Get Your Team Rallying Behind a New CRM

In running a business, you’ll often find that carrying out decisions and implementing new initiatives is nigh on impossible without the support of your team – which is exactly how it should be!

October 2016 Read more...

Safety in (Binary) Numbers: Is the Cloud Really All That Secure?

Cloud computing: it’s difficult not to have heard about it at this point. A substantial number of businesses have moved their systems and documents onto the Cloud, whilst teenagers look to the sky when storing photos and music.

October 2016 Read more...

Out of Office: How Remote Working Can Benefit Your Business

Remote working has become a point of contention in recent years, with many businesses embracing the idea, whilst others actively distance themselves from the suggestion of allowing their team to work from anywhere but their offices.

September 2016 Read more...

More Money in the Bank: The Top 4 Savings Your Business Can Make with a Bespoke CRM

When it comes to running a successful business, having control of the finances is essential – and often times the only way to grow the organisation is to cut back on some areas to free up the capital for investment in other areas. But before you start cancelling subscriptions, downsizing the office and laying off the workforce, consider a much easier money-saving exercise: convert to a bespoke CRM solution. Here are four ways that one decision could potentially save you thousands:

September 2016 Read more...

Keeping People Happy: 4 Key Aspects of Great Customer Service

No matter your company’s industry or size, it’s important to remember that the customer sits at the heart of your organisation’s operations. As we’ve seen in recent months and years, keeping customers happy has become all the more challenging with the event of social media – a platform where the critics can out-shout the fans, and some brands mistakenly find themselves shouting back. Of course that means ensuring your customer service is top-notch has never been more valuable in the race to the top – and taking these four key aspects on board can help you get there in no time.

September 2016 Read more...

Making a Swift Brexit: How Are Insurance Firms Coping Post-Referendum?

If you had asked at the beginning of the year what impact a ‘Brexit’ vote would have on insurance firms, you would be greeted with horror stories of rising costs, greater EU competition, and sanctions galore. Now that we live in a post-referendum world, we can see that the reality isn’t too varied from the pessimistic vision of the future people had at the beginning of the year – but with a few key differences.

September 2016 Read more...

Back to School: 3 Lessons to Learn from Your Bespoke CRM

September has managed to creep up on us quickly this year, bringing an end to the summer holidays for children up and down the country. This year, however, Team Lunar decided that maybe parents should be heading back to the classroom as well – we can tell how excited you are about that prospect! So without further ado, class is in session. Today’s topic? Bespoke CRMs, of course!

August 2016 Read more...

3 Safety Measures to Keep Your CRM Data in Tip Top Condition

Having access to customers’ confidential information – including addresses and credit card details – brings a certain level of responsibility into the lives of a business and its owner. It’s up to you and your team to keep that data secure and out of reach of harm. Make sure you’re doing exactly that with these three useful tips and show your customers that their confidence in you is well placed!

August 2016 Read more...

Money Talks: 5 Ways Your Bespoke CRM Keeps You in Touch with Accounting

A robust bespoke CRM solution can make a difference in so many areas of your business - including marketing and operations – but what about keeping your financial team happy? In this week’s blog, we’re turning the focus towards money, the lifeblood of any business, and what a bespoke CRM can do to keep the cash flowing and the debtors paying. We can already hear your Finance Director sighing with relief!

August 2016 Read more...

Show Me the ROI: How a Bespoke CRM Can Instantly Earn its Keep

Regardless of the industry or size of your business, one of your primary goals when taking on a new system or process will always be getting the best return on investment possible. Why? Because everything that comes into your business needs to ‘earn its keep’ to prevent funds from simply being wasted.

August 2016 Read more...

The Millennials Are Here: How Can Insurance Firms Use Technology to Keep Up?

The rise of the millennials is complete: they’re driving, they’re settling into the working world, and they’re now a huge demographic begging to be tapped into by insurance firms. But as news breaks of a mobile app set to change how the younger generation approaches insurance, it’s never been more important to embrace new ideas and technologies to keep up with the competition.

August 2016 Read more...

Looking After the People Who Count: How Customers Benefit from Your Choice of CRM

As you can probably tell from our other blogs, we’re big fans of choosing a bespoke solution for your business – and we often highlight the benefits to your team, your bottom line and your company’s overall growth. But in business, the most important individuals are arguably customers – so what advantage does your choice of CRM have for them? Well, we’ll tell you!

July 2016 Read more...

Every Penny Counts: How a Bespoke CRM Can Save Your Business Money

When it comes to running a business, keeping an eye on the company’s outgoings is essential to success. That’s why owners need to make smart, financially sound decisions which will serve the business both in the long and short-term.

July 2016 Read more...

Back on Your Feet: Why it’s Important to Have a Disaster Recovery Plan in Place

At a time when businesses find their IT under threat from the twin demons of hackers and malfunction, it’s important to be ready when a crisis strikes. That’s where your disaster recovery plan comes into play; and it doesn’t matter whether you’ve only got one laptop and a bespoke CRM or an entire office full of Macbooks – you’ll definitely benefit from being ready!

July 2016 Read more...

Tell Us How You Feel: 5 Reasons Why Customer Feedback is Vital to Your Business

Customers: sometimes you love them and sometimes you hate them – but we can all agree that they’re essential for your business to run. Without customers, you have no revenue, and without revenue you can’t pay yourself, your landlord, or your staff. But it’s not just their capital which makes customers an invaluable asset to your business – they’re also a great source of information, ready to be tapped into.

July 2016 Read more...

Keep Moving Forward: 4 Ways a Bespoke CRM Can Help You to Take Control of Your Workflow

A tight, effective workflow strategy underpins more aspects of your business than you might first realise – from saving on wasted resources and steering your teams in the right direction, to ensuring progressive and steady growth. Despite the evident importance, workflow management can often be overlooked in favour of more immediate matters. As a result, issues with staff productivity and complex processes tend to worsen, affecting the business’ overall performance and success.

July 2016 Read more...

Breaking the Mould: How Lunar Helped a Life Insurance Firm to Craft Their Ideal Solution

In a market as competitive and long-lasting as life insurance, it pays to be ahead of the competition and on top of your operational efforts. Some firms approach this strategy with an off-the-shelf solution, however they soon find that they’re restricted by a lack of features or technical limitations. Previously, Team Lunar had the pleasure of working with a life insurance firm who simply couldn’t find the singular solution they needed to boost their operational efforts - here’s how we helped…

June 2016 Read more...

Sizing Up: Can Smaller Businesses Benefit from a Bespoke CRM?

In this week’s blog, we thought we’d touch upon one of the more common questions the Lunar Team hears from business owners: ‘can my small business really benefit from a bespoke CRM?’. The obvious answer would be to shout a resounding ‘yes!’, but in reality it depends on one of two things: are you happy how you are, and do you wish to grow your business?

June 2016 Read more...

Tick Tock: 6 Signs it’s Time to Invest in a Bespoke CRM

Bringing any new software into the business can be a daunting prospect – and when you’ve considered the cost, time and effort involved, it becomes an even trickier decision. That’s why getting your timing absolutely spot on is the best thing you can do. If any (or all) of the following signs sound familiar to you, then it’s more than likely you’re in need of a bespoke CRM to pick up the slack – read on and judge for yourself!

May 2016 Read more...

Take the Lead: The Why & How of Generating New Business with Your Bespoke CRM

Although initial assumptions of what a CRM is capable of tend to stop at idea of managing current customers and facilitating phone calls, in reality a bespoke CRM is able to achieve much, much more - not least the ability to generate new business on your behalf. Making the most of such tool can guarantee your organisation some healthy sales figures – and you’ll be glad to hear that, with a little nifty thinking, it’s a pretty straightforward process!

June 2016 Read more...

Unlikely Friends: How to Partner Your CRM with Social Media for Great Results

As unlikely partnerships go, social media and a bespoke CRM are probably not a pairing you’d expect to work – they don’t immediately jump out as an obvious choice, right? In actuality, by bringing the two together, you can enhance both your business’ digital marketing efforts, and its customer service and sales offerings. Read on to find out how this pairing can really benefit your business, and then see for yourself!

May 2016 Read more...

Sticking With It: Why Discipline is Key to CRM Success

Introducing a new system into the workplace isn’t always an easy task – and as with establishing any new habit, it takes time and discipline to get things rolling properly. But whereas your organisation may have an abundance of time, it’s often the discipline of using a new tool which is more difficult to secure.

May 2016 Read more...

Maturity in the Mortgage Market: Are We Seeing a Fairer Property Game at Last?

Following the financial crisis that blighted the early years of the twenty-first century, strict rules were put in place to prevent another global meltdown – including the introduction of tougher mortgage checks. These new, more thorough investigations placed a restriction on mature property owners looking to buy, but now the shackles are seemingly being lifted. So is the property market about to become fairer as a result?

May 2016 Read more...

Rise of the Machines: Are Self-Driving Cars Set to Disrupt the Motor Insurance Industry?

Recently, we spoke about how the advent of new technology could improve insurance policies; the likes of black boxes, assistive brake controls, and social media investigations are already significantly lowering premiums for a number of policy holders across the land. But what of the other side of the coin, where tech is actually set to disrupt the balance? With new emerging technologies on the horizon insurance firms may have a fight on their hands after all – and there’s one area in particular which needs to be addressed.

May 2016 Read more...

Working from the Beach: How to Make Remote Working Work for Your Business

In recent years, the idea of working remotely has become a dream for millions of 9-5 workers the world over. It provides individuals with a sense of freedom that can reinvigorate their passion for their career, all the while ensuring employers are still benefiting from the skilled employees they’ve invested in. And let’s face it: the idea of working from a tropical beach makes it a very appealing prospect! But before you shut down the office and prepare your team for a workday consisting of free Wi-Fi and unlimited lattes, we recommend taking a moment or two to read the following tips to make sure you’re making remote working work for your business.

May 2016 Read more...

One Size Fits All: How a Bespoke CRM Can Give Your Business the Happily Ever After It Deserves

Finding a great CRM which fits the size of your business can feel a bit like hunting for the owner of a certain glass slipper; it’s elusive at best and downright frustrating at worst. But there’s no need to fret: Team Lunar has the solution you need for a truly fairytale ending. So give up the searchyou’re your one true CRM tool – because a bespoke solution is all you need, whether you have a…

April 2016 Read more...

Strategy, Strategy, Strategy: 5 Ways Bespoke CRM Data Can Maximise Your Marketing Efforts

CRMs are all about customer communication, and they’re full of data provided by the ideal individuals who have become your trusted customer base. With that in mind, it makes absolute sense to pair a bespoke CRM with your marketing efforts to create a data-driven strategy that will help to generate new leads, nurture new ones, and show the world that you’re serious about marketing your business correctly. Not convinced? Read on for 5 very convincing reasons to take heed from the Lunar team themselves. Enjoy!

April 2016 Read more...

In the News: Flat Rate Scheme Faces Fresh Criticism – But is it Really All Doom & Gloom?

The new tax year has arrived, and with it all eyes have turned to the government’s latest pensions upheaval. Replacing the complex multi-tiered system is a simple flat-rate scheme, potentially evening out the playing field for savers everywhere. Despite the well-advertised advantages of the new system, however, there has been plenty of criticism - with one think tank now reporting that young workers will be worse off than before. But is it really all negative, or are there advantages to be had?

April 2016 Read more...

Keep ‘Em Coming: 5 Ways a Bespoke CRM Can Boost Your Sales Capabilities

It goes without saying that a business is nothing without sales, and generating those sales plays an integral part in running a successful organisation. Although in the past you may have relied on word of mouth referrals to secure work, it’s not always enough to pay the bills - and one way or another your team is eventually going to have to generate new clients themselves.

March 2016 Read more...

Introducing LISA: The Ups & Downs of the New Lifetime ISA

Last week’s Budget announcement – and its subsequent aftermath in the halls of Westminster and beyond – came packed with more than a few surprises, with not all of them being well received. But falling in the camp of public favour was news of the Lifetime ISA for under 40’s. But what exactly is the Lifetime ISA – or LISA, for short – and is it a good thing or not? Team Lunar decided to investigate!

March 2016 Read more...

Peeping Premiums: Is Snooping Tech the Future of Fairer Insurance?

It goes without saying that advances in technology have benefited just about every industry there is – and now it looks like it’s the turn of insurance to undergo a technological revolution. Thanks to the introduction of wearable tech that monitors customers and better social media communications, firms are able to create a truly reactive service for their target markets. It sounds like a match made in heaven – and from what we’ve heard, it actually might be.

March 2016 Read more...

Clean & Simple: 4 Tips for Tackling Timely Business Processes This Spring

March couldn’t have come soon enough if you ask us – we’ve got an early Easter to look forward to and the promise of Spring just around the corner (even if it is still cold and snowing). There’s no better time than the changing of a season to have a good old fashioned clear out. But before you reach for the duster, consider instead that your business’ internal processes could benefit the most from a Spring clean, rather than your workspace. As the mechanisms which keep your organisation ticking over, it’s important that they’re working at their most efficiently – and those that are less than useful are cleared out. Below you’ll find some of our suggestions for how to freshen up your processes this Spring – do you have any of your own to share? Happy cleaning!

March 2016 Read more...

Keep Your Team Close: How You Can Look After Staff Better with a Bespoke CRM

Throughout our blog, we’ve regularly talked about how a bespoke CRM solution can help your business, your customers and even your bottom line – but what about the people who make your organisation what it is? How can a piece of software, tailored to your business and its culture, help you and your managers to look after staff? Well, Team Lunar is all about working together, so we thought we’d give you the tour of how it works. Enjoy!

March 2016 Read more...

Staying or Going: What Might a ‘Brexit’ from the EU Mean for the Economy?

You only have to pick up a newspaper, turn on the news, or open up your internet browser to be immediately inundated with the latest in the impending European Union referendum. The vote – scheduled for 23rd June 2016 – will give everyone a chance to decide whether they want the UK to stay in the EU or leave.

February 2016 Read more...

Flat Rate or Flat Out: Could the UK Pensions System About to Be Turned on its Head?

As ever, news of Chancellor Osborne’s upcoming budget announcement has brought with it a myriad of questions and speculations – are more cuts coming? How will our day-to-day finances change? Will lessons be learned from Google’s flagrant tax evasion? All of these topics have been banded around over the last few weeks, but perhaps the loudest issue – and possibly the most worrying – is that of a pensions system overhaul.

February 2016 Read more...

Thoughts: Why Great Customer Service Has Never Been More Important

It shouldn’t come as much of a surprise that some businesses are referring to this as the 'Age of the Consumer' – in a world full of crowdsourcing and loud public opinions, it’s more important than ever to deliver the best customer service possible. But as the barriers between consumers and businesses continues to break down, is it possible to keep a consistently high standard of quality when your customers are only 140 characters away?

February 2016 Read more...

In The News: Insurance Firms Release Data Detailing Why Claims Are Rejected

It’s fair to say that insurance firms have dominated the spotlight over the last few months, with homeowners still reeling from recent floods and news that the IFT’s final report has been released – and it doesn’t look like they’ll be out of the headlines anytime soon!

January 2016 Read more...

Thoughts: New IFT Recommendations Take the First Steps Towards Eradicating Insurance Fraud

Since its inception early last year, the Insurance Fraud Taskforce has been busy conducting valuable research and creating ground-breaking dialogue in an effort to make the insurance sector work for consumers. Twelve months later, and the IFT have presented their final report, which includes a list of recommendations on how the sector can tackle insurance fraud together – but is it enough?

January 2016 Read more...

Ditch the Spreadsheet: How Lunar Helped a Home Insurance Firm to Break a Habit

Home insurance firms have found themselves firmly in the spotlight over the last few weeks – especially with the news that the post-flood insurance bill is set to reach a high of £1.3billion. With so much attention on their performance, it’s no surprise that some firms have decided to reinvent their internal processes in the coming year. Previously, the Lunar team had the pleasure of working alongside a home insurance firm to provide a bespoke CRM solution with the power to take them to the next level – but first, they had a certain habit they needed to break…

January 2016 Read more...

Happy New Year: The 5 New Year’s Resolutions a CRM Can Help You to Keep

We’ve officially made it to 2016 – and there’s no time like the present to start thinking ahead to what your business could achieve this year. But as with any New Year’s resolutions, it’s not always easy to keep to the goals you set for your team and the business in January for the whole twelve months. We can’t help you to cut office coffee consumption, but if you’ve picked any of the five resolutions below, then we’re confident a CRM could be exactly what you need to keep them up:

January 2016 Read more...

Jolly Solutions: How Santa Could Benefit from a Bespoke CRM

A question that the Lunar team gets asked a lot is whether or not a bespoke CRM can work for a particular business that’s outside of the realms of typical CRM using industries, such as insurance and call centres. The answer, of course, is a resounding YES - and to prove it, we’ve got into the Christmas spirit and targeted ol’ Saint Nick to see how he could benefit from a bespoke Lunar CRM solution. Ho ho ho!

December 2015 Read more...

Thoughts: How Insurance Firms Are Helping to Clear Up Storm Desmond

You need only have looked out of the window recently to clock that the weather hasn’t exactly been very festive, with Storm Desmond instead ruining the Christmas spirit for many families. Whilst many debate the part global warming has to play in the disaster and subsequent floods, the insurance industry has been hard at work helping families hit the hardest.

December 2015 Read more...

Finding Your Way onto Santa’s Good List: How a Bespoke CRM Can Keep You Compliant in 2016

December is officially here, which means that (almost) everyone is on their best behaviour ahead of Santa Claus’ visit. For kids this is a simple affair, and just means keeping their bedrooms tidied and no back-chatting. But for many businesses to stay off the big guy’s naughty list (not to mention saving face with the law), it’s all about the complicated world of staying compliant.

December 2015 Read more...

Thoughts: For & Against the FCA’s Investigation into ‘Snooping’ Insurers

Yesterday, it was announced that the FCA would be launching an investigation into UK insurance firms, to determine whether or not these companies are crossing lines in how they research their customers. At a time when privacy and security are precious and prone to violation, it’s obviously a hot topic – but that won’t put the Lunar team off from exploring the issue!

November 2015 Read more...

5 Brilliant Things You Could Be Doing Much Better by Using Great CRM Data

Ask people what makes the world go round and their answer will range anywhere from wild things such as love or money, to the always sensible ‘gravity’. For businesses in the 21st century, however, it can be argued that data – and intelligent use of said data – is what keeps the world spinning and the cash flowing. With great CRM data at your fingertips, more is possible for your business than ever before – which means the chance to improve everything you’ve been doing already, including (but not limited to):

November 2015 Read more...

Keep on Growing: Target Processes & Workflow for Greater Business Growth

As a business develops, the time will eventually come for you to focus on growth, making it a priority in your daily efforts to keep ahead of the competition. Thus begins the never fun search for speedy solutions and convincing ‘growth hacks’. Unfortunately, it’s not that easy – nothing worth having ever is. But don’t despair, as there’s an immediate area you can improve on to up your game almost instantly: workflow and processes. How exactly will this help your business to reach to the moon and back, you ask? The Lunar team are on hand to tell you!

November 2015 Read more...

Hack Attack: 5 Lessons on Data Security We Learned from the TalkTalk Leak

Unless you’ve been very much hiding under a rock for the last few weeks, it is nigh on impossible to have missed word about the TalkTalk attack – or the subsequent Marks & Spencer website glitch, or Vodafone’s own data loss. With huge firms being held to task by customers for not keeping their data safe, now is the perfect time for smaller companies to learn some valuable lessons. So settle down, because class is in session!

October 2015 Read more...

Don’t Hang Up Just Yet: Call Centres Are a Long Way from Dead

As many panicked TalkTalk customers will have discovered this week, there’s nothing more reassuring than picking up the phone and hearing an actual human voice tell you that everything is going to be OK. Yes, customers have been openly warned about scams on Twitter and have had the situation explained to them a dozen times by the evening news, but it doesn’t quite put your mind at ease in the same way – it’s simply a fact of being human. So why, then, do people believe call centres are ‘going out of fashion’?

October 2015 Read more...

Thoughts: Could Pensions be the Next Big Mis-selling Scandal?

Since the 2008 recession, consumer faith in financial institutions has undoubtedly dropped – the decline in consumer loyalty certainly hasn’t been helped by scandal after scandal, including bankers’ bonuses, fraud and product mis-selling. It’s the latter, however, that has arguably had the largest impact on consumers, and it seems that it’s the turn of those saving for their pensions to be on the receiving end of a scandal.

October 2015 Read more...

One Giant Leap for Working Together: Lunar’s Stellar Approach to Clients

A big worry that many businesses have when investing in a CRM solution is that the company they’re dealing with will simply switch the system on and leave them to it. Whereas this is probably a great learning curb, it’s more than a little bit annoying/terrifying when it comes to figuring everything out for yourself. The Lunar team, however, like to think a bit differently – we take our client approach seriously (and in the friendliest way possible).

October 2015 Read more...

Leave the Papercuts Behind: 8 Reasons You Should Go Digital with a Cloud CRM

Picture this: an office without a dozen filing cabinets, no more dusty servers and an end to the days of multiple sheets of paper cluttering your desk. No, this isn’t an impossibility – in fact, it’s very much possible with the use of a Cloud-based CRM. But why would you want to swap hard copies for something more digital? We’ll tell you why!

October 2015 Read more...

Show Me the Money: 3 Reasons to Use a Bespoke CRM for Your Accounting

Money doesn’t necessarily make the world go round (we’ll leave that to gravity and/or love, depending on your sensibilities), but it’s certainly the essential lifeblood flowing through your business. Without a proper handle on your finances then, you can expect to be facing many, many troubles ahead – but that’s where things get tricky, because dealing with your own accounting isn’t exactly an easy task when you’ve got limited time and a business to run. But before you spring for an outsourced accountant or buy into an off-the-shelf solution, why not consider your CRM options?

October 2015 Read more...

4 Reasons Why Your Operations Manager Would Love a Bespoke Lunar CRM

Operations managers live and breathe efficiency, procedures and the smooth-running of the business. To achieve this to the best of their abilities, they need to be supported by internal policies, rigorous structure and a robust CRM solution. Whereas the first two are up to you, Lunar has you covered when it comes to creating the CRM tool that your Operations Manager will fall in love with!

September 2015 Read more...

Pensions Are Changing – And You Need a CRM That Can Keep Up!

If you’re in the pensions industry, chances are you’ve already heard about the various changes being made to the entire process – and we’re not just talking about the rolling out of auto-enrolment. Now, people have far more freedom in choosing their pensions, deciding how they’re used and even opting for taking a lump sum over a monthly allowance – and those in the pensions industry need a tool that can keep up with these changes. Enter a specialist, bespoke pensions CRM tool!

September 2015 Read more...

Leaving No One Out: Lunar’s Unique Recipe for Catering CRMs to Everyone

At Lunar CRM we really don’t like the thought of anyone being left out – it’s an important value of ours! As a team that makes bespoke solutions for businesses, this fits perfectly with the job as we know that we can offer something truly unique to everyone, with a tool that takes care of an entire business and its needs. We also believe in sharing, which is why we thought we’d let you in on our secret recipe for inclusion. Enjoy!

September 2015 Read more...

3 Reasons Why CRMs & Claims Are a Match Made in Heaven

You only have to turn on the TV these days to know that PPI is far from dead. The oft-harped on about financial bungle, which saw banks owe customers thousands of pounds, has become somewhat of a bone of contention for the poor viewers settling down for their soaps – but to the customers who get money back, PPI claim firms are a Godsend. So where does a CRM come into it? How is it that a bespoke piece of relationship management software and a crusade against consumer misdemeanours can be a match made in heaven? Well, let us tell you!

August 2015 Read more...

Why Third Party Integration is a Must for Your CRM

Our Lunar team are a talented bunch: they’re experts in creating fantastic bespoke CRMs (naturally), doing the moonwalk at office parties (of course), and in ensuring that our clients have their favourite third party apps seamlessly integrated into their Lunar CRM solution.

August 2015 Read more...

Lost Opportunities: Are You Following Up On Your Customers?

We’ve had a lot of businesses tell us their organisational problems – it helps to get it off their chests, and it helps us to figure out what solution would best fit them. One of the most common problems to occur is ‘our team’s not following up on clients and we feel we’re losing opportunities because of it’. If this sounds like something you’ve thought recently, then you’re right: you are losing out on opportunities, but there’s a solution!

August 2015 Read more...

Are You Making the Most of Your CRM When Reporting?

A great CRM can be a universally useful tool, allowing businesses to streamline processes and understand their customers in greater detail. Unfortunately, when it comes to reporting, not every CRM user is making the most of the tools at hand. This week, the Lunar Team has decided to talk you through two very useful ways CRMs can help you with your reports – and one reason to really make the most of your CRM. Enjoy!

August 2015 Read more...

Watch the Second Hand: How CRMs Help Teams to Save Time

At Lunar CRM, we’re not just about space: we like to think about time as well. In the business world, we find that time really is money, and many teams we’ve encountered have been losing out on profits and hours for a whole variety of very avoidable reasons. We’re obviously biased, but we’re going to say it anyway: a CRM could really help to save them all that time (and in most cases, it did). How? Find out below!

August 2015 Read more...

At Last! A Pensions CRM Just for You

By Jove, they’ve done it! The boffins of Team Lunar have put a lot of effort into creating a whole new product for our clients, resulting in the long-awaited Pensions CRM – a specialist CRM solution designed to revolutionise the way LOA Providers and review companies conduct business. Read on to find out more!

July 2015 Read more...

Data Validation: You Get Out What You Put In

As with many things in life, what you put into your CRM is what you’ll get out of it – if low quality data is finding its way into your CRM then you can expect to be disappointed with the output. The best way to prevent this – and to make sure things run smoothly – is to use data validation. Not sure what that is? The Lunar crew are here to help!

July 2015 Read more...

Look to the Sky: Why Your CRM Should be in the Cloud

The popularity of the Cloud has exploded in recent years due to the convenience it brings to businesses and internet users across the globe. In particular, the Cloud has been used to revamp existing technologies and tools to give them better value and a renewed purpose. This week, we’re looking at why the Cloud is such a great place to take your CRM – and how looking to the sky could be benefiting your business.

July 2015 Read more...

Keeping in Touch: How CRMs Solutions Can Benefit Your Communications Strategy

No matter what industry you’re in, keeping in touch with your clients is an essential part of your day-to-day professional life. Without doing so, you might lose their trust, miss important opportunities, or forget to follow up on important stages of their engagement with you. That’s why businesses use a communications strategy to ensure their customers are being kept in touch with, but is there a way to make such a strategy even better? The answer is, of course, a big yes!

July 2015 Read more...

Back to the Roots: How CRMs Improve Customer Relations

It’s in the name really: Customer Relationship Management – this type of system was originally built exclusively to assist users in managing their customers to keep them happy. Of course, CRMs have evolved now to cover features such as workflow management and Cloud-based security, but we thought we’d go back to our roots this week and take a look at how exactly CRMs are helping businesses with relationship management. After all, this is what they were made for!

July 2015 Read more...

Make the Rules, Don’t Break the Rules: How Lunar’s Rules Engine Makes for a Happier Team

Some rules are definitely not made to be broken – and this has never been truer than when utilising a rules engine on your bespoke CRM. The Lunar team is so confident in the usefulness of our built-in rules engine, that we can pretty much guarantee a happier team. How you ask? Well, read on and find out!

June 2015 Read more...

Delivering Success: How Bespoke CRM Tools Benefit Courier Services

When thinking about what kind of businesses may employ a customer relations management tool, courier services probably don’t come immediately to mind. The reality, however, is that courier businesses are often among those most in need of a CRM solution fit for their purposes. Lunar CRM has had plenty of previous experience delivering an integrated, bespoke solution to courier services, giving us a unique perspective on how to best solve the issues faced. This week, we’ll be taking a look at what those challenges are and how a bespoke CRM tool helped our courier client to improve their offering.

June 2015 Read more...

'Will it Work for Us?' The 3 Requirements of Businesses Benefitting from Bespoke CRMs

As we’ve discussed in previous blogs, Lunar CRM has had the privilege of working alongside clients from a whole range of industries. It’s still common, however, for business owners to dismiss bespoke CRM solutions as something their team simply doesn’t need. Of course, that isn’t true – any business with the following 3 requirements would benefit from such a solution. Take a look at our examples below and ask yourself ‘does this apply to my business?’ – you’ll be surprised by the answer!

June 2015 Read more...

Keep it Safe: 3 Reasons to Put CRM Security First

Employing a CRM means placing a lot of trust in a piece of software that will be housing and analysing your business’ data, as well as sensitive client information. With that in mind, it’s essential that businesses understand the necessity for tight security on their CRMs. We’ve pulled together a handful of reasons you should put your CRM’s security first – and included some advice about tackling the issue head on.

June 2015 Read more...

Different Place, Same Page: Using a CRM for Outsourced Call Centres

The rise and rise of call centres (and TV shows about call centres) in recent years has contributed to the deconstruction of various stereotypes, but there’s one that still pervades outbound callers the world over: it’s not always as cheap as people believe. At Lunar CRM, we’ve had experience working with outsourced call centres, employing CRMs in the hopes of reducing prices and raising quality. The results have been remarkable, and this week, we’d like to share them with you – and let you in on how we did it (we spoil you!).

June 2015 Read more...

Ditch the Paperwork: How Lunar Streamlined a Business for Success

Over the years, the Lunar Team has had the pleasure of working with clients in a huge variety of different industries and sectors, helping businesses to find a personalised CRM solution that suits them. This week, we wanted to take a look at a particular project where we helped a debt management business to achieve greatness through streamlining their processes – and how this can also benefit your business.

May 2015 Read more...

No Man is an Island: Use a Bespoke CRM to Unite Your Team

It’s a well-known fact that a strong team is made up of brilliant individuals, all moving towards the same goal - and that no single employee should ever be considered an island in the workplace.

May 2015 Read more...

4 Brilliant Reasons for Referring Lunar CRM

If you’ve read any of our previous blogs, you’ll know that the team at Lunar CRM are big fans of bespoke solutions to CRM needs – as are our clients. But have you considered that some of your contacts might also benefit from a bespoke CRM tool? If someone comes to mind, then you could be onto a winner by referring them to Lunar CRM. But what’s in it for you? We’ll tell you!

May 2015 Read more...

4 Reasons Why Analytics & Data are Essential to Business Success

Whether or not you’re a fan of numbers, data and statistics, keeping an eye on business analytics is undeniably important. For some businesses, data could come from a brief spreadsheet, while in others it’s found on an advanced CRM tool – either way, keeping up to date with that information is going to help your business achieve success in ways you may not have considered.

April 2015 Read more...

Why Are CRM Solutions so Important to Finance & Insurance?

It’s hard to think of an industry that a CRM solution can’t benefit – but there are those industries which reap more advantages than others, and two in particular are the insurance and finance industries. Insurance companies alone could find a million uses for a CRM, and both have found such tools to be proving more and more important to their continued survival in recent years. This week, we took a look at a few reasons why CRMs have such importance in these industries – and what issues CRMs could be resolving for them.

April 2015 Read more...

LunarCRM: 9 Reasons You Should be Using a CRM

When starting up efforts to keep track of customers and activity, some organisations are happy to rely on an excel spreadsheet. The humble spreadsheet, however, is limited in what it’s able to achieve – it’ll never be a CRM, no matter how many functions you managed to include. Finding yourself heading into double figured columns is the red flag you need to warn you that it’s time to use a CRM. If that doesn’t work, then we’ve also put together 9 other great reasons why you should be using a CRM instead.

April 2015 Read more...

Let the CRM do the Talking: 3 Reasons to Order a Free Lunar Demo

At Lunar CRM, we’re firm believers in trying everything once – from unusual cake ingredients to a Netflix account, everything deserves at least one chance. Because it’s a colourful way to live life, we’ve also taken to encouraging our prospective clients and friends to live by the same rule – which is why we offer a free demo.

April 2015 Read more...

Embracing a New CRM: 10 Reasons Why Bespoke is Best

A good Customer Relations Management tool is safe, secure and packed full of useful features; a great CRM system, however, is bespoke. Why, you ask? Because bespoke CRMs have that special key ingredient: your business. We’ve chosen ten great reasons to go bespoke – we hope you’ll agree!

March 2015 Read more...

Here’s why Cloud based CRMs are critical for business growth

Installing a Cloud based CRM lowers your capital expenditure because there’s no need to keep buying and maintaining expensive hardware. Your data is hosted on high performance systems and automatically updated, so all you have to concentrate on is improving your products and services to keep your customers coming back!

March 2014 Read more...

|