Taking a first step to better performance


Claire Hordle

Writing my first post on this blog reminds me of going on a first date.  I want to capture your attention, make you want to get to know me but I certainly don’t want to divulge too much information too soon so as to ensure I get a second opportunity to meet you.

My reasons for starting this blog are many and I have come across so many Organisations that are really not performing to the best of their abilities.  They look at the tools they have and suggest that the tools are responsible for the this lack of performance.  It may well be the case that the tools do not suit their needs moving forwards, however, it may also be the case that a total tool refresh is not required and a lot of money can be saved by looking at a more overall view of the organisation.

When you run searches for CRM Tools, you will be seeing tens of Tools that pretty much do the same thing.  They have different User interfaces, can show you different reporting capabilities and have some wizardry that will make life easier for you.  How do you know which one will be right for your Organisation?  Do you really understand what you need and what would be nice to have at this stage?  Is it more a case of you don’t know what you don’t know?

My first challenge when I meet with an Organisation for the first time is to ask them to take a step back.  You definitely know what you dont want – Right? You dont want to continue doing the same things and getting the same results.  There does need to be change that has been recognised.

I have 14 years experience working for and enabling organisations to change for the better.  It can be a smoother, easier transition if the groundwork is done properly.  It is my aim that I can continue to assist organisations become more successful and innovative.

My aim for this blog is to share my experiences and would welcome any feedback, ideas or topics that followers would like me share.

If you are currently in the situation described above and need some help please contact me for an informal conversation.


We are now entering the week where GDPR becomes enforced.  25th May has been on everyone’s mind for quite a while yet I am still hearing stories of companies that have not done anything or are desperately trying to get privacy policies updated within the last few days and mailed out to their prospects and customers.

If you are in the situation where you are  trying to become compliant prior to 25th May  and you are unsure whether you are please check out this document from the ICO:

Preparing for GDPR

The document is clear and gives you 12 steps to check your policies and procedures to ensure that you are compliant.

I am really eager to hear how everyone is getting on and whether you have met all the steps yet or putting plans in place to do so?



UK Parliament Science and Technology Committee inquiries

Tonight I attended the Science and Technology Committee inquiry forum on the impact of screen use on mental health with social media and energy drinks.

My 10 year old daughter also attended – It was extremely interesting hearing other people’s perspective and speaking with MPs about their thoughts.

Social media is something that we should be educating young people on the positive aspects of networking with friends new, old and displaying things that happen in your life that you want to remember.  It is not for displaying your inner most thoughts and feelings….

Would you know what to do if your child was bullied on social media?

Are there enough controls in place?

I will be interested to see how this inquiry progresses and whether any changes are put in place – In our group we wanted to see more education being offered.  I have been very fortunate to spend my career in technology so am happy about what Isabel does online but what if I didnt?  Where would I get advice or training?

What happens to those kids who come home from school close the door and stay in their rooms all night playing games or being on social media.  Are there detrimental effects on them?

I would be interested to hear other peoples thoughts on these topics…..

Top 10 Questions to ask yourself before looking at a CRM Tool

Do you know what you want and why you want it?

What system process is causing you the most pain?

If you did nothing what would happen?

Do you know what a successful team looks like?

What are your business goals both short and long term?

What data do you have and where is it kept?

How clean is your data?

What does your nomenclature look like?

Does your team understand the need to change?

Have you given them the ability to voice any ideas or concerns they may have?

These sound like easy questions to answer but you would be surprised how many organisations start their search for a tool without really understanding what they need or why they need it.