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August 19th, 2021 by

That’s right! Mail merge is now available in a way that eliminates the browser restriction

Infor has released an answer to the mail merge issue that has plagued the software since Microsoft announced the retiring of Internet Explorer.  Previously if you needed to use the web mail merge function in the CRM you were restricted to Internet Explorer and 32 bit Office.   NOW with this new release, not only is 64 bit Office compatible but it is no longer browser isolated!

Compatibility is listed with Office 2016 and 2019 (Office 365), but we also tested on Office 2013 and it worked as expected.  This new functionality is appropriate for Infor CRM Web Client version 8.3.0.0 and later.

This new mail merge function is installed as an add-in to Microsoft Word and it adds additional settings to the Mailing ribbon in the Word application.  Configuration is remarkably similar to the XBar and merely requires the SData portal and a user log in.

Templates created from an earlier version will need to be converted and if you are adding a table to display multiple items we recommend re-creating the template in the new function rather than adding a table to the converted template.  We have had some issues with adding tables but the adding fields works fine in a converted template. A new template created in the new function works great when adding a merge table.

Converting…

You can still map fields from the CRM, associate specific user information for a signature, and generate the layout that you have used in the past.

Send the information to a single person based on a specific record, or merge to a whole group.  Regular dynamic groups and Ad-hoc groups are available.

Want to send it out as email or print a letter or create a document, no problem!  It also still creates a history record and an activity follow-up in CRM if you wish.

 

 

Some configuration items to consider to allow the CRM and Office Outlook to work together for mail merge:
When the two programs wish to work together you may get a window asking you to allow or deny access to the Office program when you run the mail merge.  This form will pop-up for EACH email that you are trying to send!  There is a way to allow the two programs to work together in the Office Trust Center permanently.

To do this, in Outlook open File > Options > Trust Center> Trust Center Settings button, Then programmatic Access > Mark the ‘Never Warn me about suspicious activity’ radio button.
*There may be caveats to this permission depending on your company policy.

If you are interested in this add-in to Word or have questions please let us know and we will be glad to help.

Would you like to discuss the bigger picture with Infor CloudSuite CRM at your company? Connect with a Simplesoft Consultant at support@simplesoft.net



Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton region and offices in Cleveland, OH  and Charlotte, NC. We provide implementation, integration, development and training for Infor CloudSuite CRM. We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.

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June 25th, 2021 by

You want to know what your teams are accomplishing with customers…..but where do you start? Don’t overwhelm yourself trying to come up with everything at once. Take one team and one action at a time.

Here’s how to begin…What behavior do you want to incent with users? Start with one group of users, we like to start with sales since they tend to have the most measurable goals.
What do you want to measure? Thinking this through helps you come up with what they need to record in CRM.
– Number of calls
– Number of visits

Update Activity pick lists with common values, this keeps the process fast and efficient for the users. Doing this leads to better user adoption when they don’t find the process cumbersome.
– Follow-up on quote
– Send literature
– Priority

Educate your users! This is critical to success with Activity Management. Make sure they understand how, why and where things need done. What are the different types of Activities?
– Phone calls
– Meetings
– To-Dos
Set up actions for follow-ups automatically. Show users how to adjust this in the Options menu in CRM. Make this a best practice so that when they complete an Activity they set up their next step.

How can management use this to improve and review with the team?

  • Remember the objective of CRM, Collaboration!
  • History vs Activity – Be sure you explain the difference. History in completed Activities. Activity is a task in the future.
  • Notes vs Completed Activity vs Completing Unscheduled Activity. Notes are for general things about an account. User must put calls and meetings under Activity for reporting to properly work. Users should always record unscheduled activities under the History tab.
  • Group examples
    • Activity Groups for upcoming items
    • Contact Groups that show history of completed Activities
    • Dashboards (v8.5 can show pending vs completed)
    • Stale Opportunities (Always have a next action set)
    • History created without notes (completing Activities with no notes)
  • Review in-sales meetings and one-on-one time
  • Set clear expectations and communicate them to teams
  • Surprises
    • Tickets aren’t being updated or completed
    • Out-of-date Opportunities
    • Meetings & Calls haven’t been recorded

These examples and suggestions will help set you on a clear path to success with Activity Management in Infor CRM.

Would you like to discuss the bigger picture with Infor CloudSuite CRM at your company? Connect with a Simplesoft Consultant at support@simplesoft.net



Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton region and offices in Cleveland, OH  and Charlotte, NC. We provide implementation, integration, development and training for Infor CloudSuite CRM. We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.

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June 15th, 2021 by

Introduction
Understandably the price of a software purchase is always a topic to cover when we discuss on-boarding clients. Many times this is the point of interest driving a potential customer (Prospect) to reach out. There are a number of details associated with understanding the price a new client will be asked to pay. Categorically software has a unique sales proposition with actual product pricing and the typical training budget allocation. Past those details, a future CRM client should understand “Maintenance and Support”, customization (AKA Configurations), and the potential cost of a failed implementation.

Before we get down to the topics detailed above, any organization looking for software to support infrastructure should know software solutions are considered intangible fixed assets. Whenever the owning entity controls those assets through custody or legal rights (i.e. patent, copyright, licensing) – and because they normally provide benefits to the end user for longer than one year, they are also considered to be capital assets. Thus, expenditures on software/development resulting in the creation of a capital asset, are capital expenditures. This is a great way to justify costs and understand the true value of a CRM. Many Owners or C-Level decision makers overlook this detail when realizing the depth of a software solution.

Takeaway: CRM is a capital asset in execution and expense!


Road Map

I like to start with a list of goals. Generally this is collaboration between leadership and those people organizing day-to-day workflow in a solution set. In my approach, we define Progress then workout the very specific activities users will execute leading to measures of success. In my world its CRM objectives review. I accompany the exercise with a Workbook and a loose Project Execution Plan. This is how it looks in short form:

This fundamental discovery process is based on understanding our potential client’s (Prospects) knowledge base and the depth of the software. Most of the time CRM searches start out very narrow, typically rooted in a few superficial features and function interests (Mobile and Simple to use). Because companies don’t know what they don’t know, I comprehensively drive toward a focus on Revenue creation strategy. Ultimately the standard of a successful investment is the return it brings.

Takeaway: Know where you’re going!
Purchase
Now that we’re clear on the back story to getting pricing, let’s pick this up where I left off in the opening paragraph. I differentiate price from cost so keep that in mind while you read these details.

Overall development services and training are based on predicted hours. Our project team and training staff give estimates based on scope of defined work. We outline project plans to quantify task hours, then summarize the total hours to offer blocks of time at discounted rates.

Validating and navigating the purchase phase is a combination of understanding software capability, company awareness and the organization of an internal project team. We certainly can determine some type of price early in the purchase cycle but because of the nature of CRM deployments, understanding what we charge for gives a global understanding of the total project impact.

Takeaway: Know what and why you’re buying!

Closing
When asking for a demonstration of CRM, looking to test run what the software could look like for your organization, be aware. The price per license, per month is for comparative purposes only; so expect to pay annually for a term. Past the price, know if your organization needs a small contact management system or if account management is truly the front office system of choice. The product you are looking at is considered a Capital Expenditure for a reason.

Finally, the cost of a CRM purchase has an unknown value associated with it. To minimize cost, consider people and business processes to define a solid go forward strategy. Once these 3 internal tenants are determined, search for a right fit solution. The price of the product and implementation is a fraction of the cost a company can incur due to a haphazard deployment. Defining system activities measured against progress goals influences buy in. A scaling operation has exponential Return On Investment, so define how CRM equates to Revenue on the P&L Statement.

Takeaway: If activity drives progress then CRM scales Revenue!

Want to get to know more about Infor CRM? Learn Here Or reach out to us at support@simplesoft.net



Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton OH surrounding areas. We provide implementation, integration, development and training for Infor CloudSuite CRM (formerly Saleslogix). We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.

 

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May 18th, 2021 by

Sales leadership holds a sales meeting and it can go one of two ways….

  1. Sales Meeting without CRM: Sales team goes through what they did last week and plan on doing next week. Sales Manager asks about upcoming deals and quotes. All this is just verbally communicated and no real follow ups or plans are set. The meeting ends and everyone continues to run their territory as they see fit.
  2. Sales Meeting with CRM: Sales Manager starts by displaying the sales dashboards to the team. First, they show the Forecast by Territory and goes through each territory to discuss everyone’s percent to goal status. Next, they display the dashboard for Leads by Territory, this dashboard breaks out new leads in the last week that came in and next to it is the graphed opportunities created in the last week. The Sales Manager asks the team what the plan is to move those leads into Opportunities. They set goals for the team for the next week to hit, such as a certain number of meetings set, calls made, and leads converted to opportunities. The following sales meeting, the sales manager pulls up his Activities dashboard to see who hit their goals.

When you have data behind your sales meetings you have all the information and can call the sales teams’ bluff. It’s easy to say your territory is saturated and that you’re doing all you can do there, but without a process that drives accountability and the data to show the results, how can you be sure? When a company functions without a CRM or doesn’t use their CRM effectively, how do you know what your sales conversion rate is?

Most CRM databases contain tens of thousands of records and only a small percentage of Opportunities when there is no process around driving user adoption and accountability. Leadership should focus on tying all parts of the sales process to CRM; this not only helps the Sales Team be more effective, but allows complete transparency across all users. This allows others to see where they can help foster more sales for the company. Without Forecasting, how can production support you with better lead times? Without quotas and a sales process, how do you know your sales team is really saturating their territory? Without lead conversion rates, how can marketing know if their efforts are effective?

Take time to create a process for your sales team and leading more effective meetings and driving accountability.

Related blog: Lead a Better Sales Meeting ,  Forecasts in CRM

Would you like to discuss the bigger picture with Infor CloudSuite CRM at your company? Connect with a Simplesoft Consultant at support@simplesoft.net



Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton region and offices in Cleveland, OH  and Charlotte, NC. We provide implementation, integration, development and training for Infor CloudSuite CRM. We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.

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May 3rd, 2021 by

Using the filters in Infor CRM is a valuable tool for quickly sorting data. Did you know they are directly correlated to the group you are viewing? Filters are based off of what is in your layout…but note not ALL fields are able to become a filter. There is a way to create custom filters that is more of an advanced option that Simplesoft is happy to help with.

Let’s take a look at how easy it is to adjust in a few clicks!

You can edit your layout and filters within groups in each CRM entity. The ability to edit captions in the layout section of group editor is a great tool if you have customer fields you wish to rename.

See all our Infor CRM Quick Tips over on our YouTube channel.

Connect with a Simplesoft Consultant at 937-885-1204 or support@simplesoft.net.



Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton OH surrounding areas. We provide implementation, integration, development and training for Infor CRM. We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.

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April 16th, 2021 by

Having a CRM tool is a big part of businesses today. Knowing how to lead with the tool is an important piece of having success with the tool. It’s never a good idea to just have it be a virtual rolodex for your teams; this leads to poor data integrity and low user adoption.

Define clear expectations. Make sure that each user of CRM knows what they are expected to do in CRM – how and when to do it. Help them with the big picture, too, by letting them know why and how this data is used. A great example would be letting the sales team know what marketing is doing with the information. When they understand that the more information they input, the more marketing can turn it into qualified leads and more sales, then everyone is happy!

Define a process. Above, we mentioned making sure your team knows how to do things in CRM. An easy way to accomplish this is with a process for each piece of the CRM. Lead Management, Opportunity Management, Activity Management, etc., are all things you should have defined. When you have a process that includes data segmentation, it allows for clear reporting.

Make the process necessary to do business functions. Once you have your process mapped out, make sure it is woven into your business functions. This increases user adoption and a greater respect company wide when they everyone is using it to its full potential.

Show how it improves the user’s job. A big part of growing your user adoption is to show the benefits of using CRM. Show how it can create efficiencies that leads to more sales. When an effective sales process is followed in CRM with reminders for follow ups and deadlines, nothing falls through the cracks. Keeping up on Contact and Lead data arms your sales team with knowledge that makes them stand out. Marketing can generate better Leads that convert more when they know what sources pay off. Leadership can make faster, more informed decisions when data and analytics are visible to all departments. All these are just some of the benefits to users that make CRM a valuable tool.

Tie it to compensation/goals for the sales team. One more layer of added incentive is rewarding power users. The easiest way to do this is to have a quote-to-sales order process built into your CRM. This way the team has to utilize CRM in order to generate sales and get paid. Better yet, give a bonus to power users of CRM as an added incentive.

Lead by example. Not only should you as a leader be using the CRM, but you should lead with it. Meaning, having accountability to users using it. Following the tips above helps this along, especially a process. Running sales meetings in CRM, creating leadership dashboards, and integrating all your software are just some other considerations that drives user adoption.

Related blogs: User Adoption and Lead a Better Sales Meeting

Connect with a Simplesoft Consultant at 937-885-1204 or support@simplesoft.net.



Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton OH surrounding areas. We provide implementation, integration, development and training for Infor CRM. We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.

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April 7th, 2021 by

Several factors should be considered and thought about when choosing a CRM tool for your company. A CRM tool is a major investment for your company. Complete understanding of all the capabilities, what else can integrate with it, and how it will help grow your business is just the beginning of things to consider. 

What are you trying to accomplish? This is an important part to think about because some tools are “beefier” than others. Is your company lacking a Lead and Sales process; do you wish you knew your sales funnel. How about marketing, are they asking for a tool to track ROI of their Lead generation efforts. Are there other tools at your company that you’d like to incorporate into your CRM?

All these questions should get you thinking about what you truly need out of a CRM tool.

How many users will you have? This is important because some tools have minimum user counts. So, if you are a small company with only a few users, this will limit which CRM tools you can choose.

Is the CRM scalable? Can it grow with your company’s needs and sales growth? It is important that other products, as well as other software and technology, can integrate with your CRM. You most likely have other software or will have other software at your company. Make sure you can bring them all together to eliminate data silos. Also, bringing on new technology can create a lot of push back so making sure it can sync up with other programs with help your user adoption.

Can it be customized? Consider the freedom you want to have with you CRM. Do you want to be able to change pick lists, change fields, create custom dashboards, and more? Make sure all the bells and whistles they show you in the demo are included in the base price. Some tools will show the fully customized tool and it can carry a hefty price tag.

What support and training is provided, in the beginning and ongoing. This is good to know because as with any technology there will be hick-ups, upgrades, and new features you’ll need help with. You will want to know what type of materials and support they offer. Some of the bigger companies offer live support and training to its users; others have stocked libraries of training materials. Some companies are really lacking in this department. Be sure to add this to your list of questions to inquire about.

Are you aware of the true cost of the tool? Do they charge for every add-on, customization, or reporting tool. If you host on-premise, remember to consider the cost of servers and hardware, as well as labor from IT. Ask what the renewal costs are and if there is a price break given if you commit to multiple years. Another point to remember is to ask for a discount if you are purchasing several software programs at once from the company.

When choosing a CRM tool, there is lots to consider and think through. Don’t just choose based on price; be sure to consider all the important items and build a tool that will excel your company.

Need help comparing tools? We are here to help!

Connect with a Simplesoft Consultant at 937-885-1204 or support@simplesoft.net.



Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton OH surrounding areas. We provide implementation, integration, development and training for Infor CRM. We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.

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March 24th, 2021 by

The big question… can you have information without data? What about data without information?

When you think about information in your business, what does that mean to you? Does it mean knowing the sales volume for last quarter? How about what your target customer wants to purchase in the next six months? Whatever information you are looking for in your business is almost always backed by data.

So, can you have information without data? The answer is no. You can certainly have lots and lots of data with no information. Example… you know that massive spreadsheet you have with 3,000 lines of data on it; what do you really know from that… do you have information to make better decisions for your business? Probably not.

Turn your data into Information; make a plan, set goals, and take action.

Make a Plan: Talk with leadership at your company and come together on the common goals. Once you agree on what you want to know, start mapping out how you’ll get there. Create data sets, meaning segment your data. Will you target customers, old customers, prospects, competitive users? You should also make a plan for how you want to consume the information. What reports, programs, or analytic tools can you utilize to get the best results? CRM tools are the top choice for data segmentation. Not only can you quickly put your data into usable buckets, you can then measure and take action with it.

Set Goals: When you have goals with your data, it creates more value around it. A goal example can be wanting to target the South East region with a new product launch. You will need information out of your data to tell you who your audience is, are they ready to buy, how do they want to receive your information, and will they be repeat customers. Another goal can be your sales teams quota. When you have information from your data, you can set clear and achievable goals because you have defined true market saturation in each territory.

Take Action: Set up dashboards in a CRM tool to show the trends and analysis of your data sets. Manage forecasts and quotas with real information that has the data to back it up. Harvest more detailed data with targeted marketing campaigns to build complete customer profiles. Arm your sales team with the knowledge to predict when a customer will be ready to buy so they can strike at the right time.

Above are just a few examples of how to turn your data into information and stay ahead of your competition.

Connect with a Simplesoft Consultant at 937-885-1204 or support@simplesoft.net.



Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton OH surrounding areas. We provide implementation, integration, development and training for Infor CRM. We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.

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March 15th, 2021 by

InboxGuru has just announced it’s latest updates and there is lots to cover! All of these great features and details on how to use them are available on the FreshDesk support portal for InboxGuru. Don’t have an account yet? Sign Up!

Unsubscribe Center – Create multiple unsubscribe pages to use in emails, whether it be for different languages or different branding. You still have the option of our original unsubscribe page as well. 

Preferences Center – Now you can easily create one or multiple manage preference pages to give your recipients the option to opt in or out of specific communications. No more work around!

Folders – Create folders to help you organize your template, campaign and landing page libraries. We also feature an easy drag and drop method of moving your existing content into your new folders. 

Teams – Create teams to organize your users within InboxGuru. Then, when searching for your content, filter by content created by users in selected teams.

Set a default Reply-to Address – Now you can set a default reply-to address for your domain(s). Before, the reply-to address would default to the email address of the user logged in. This removes the step of needing to change that each time a new campaign is created!

A brand new search tool that will allow you to filter your content libraries by users, folders, teams, status, etc. This search tool is being added to template, campaign, landing page and asset libraries. Also to note, this search tool is viewable when in list view!

When viewing your landing page library you can now see each landing pages’ impressions in addition to leads captured. Impressions means a contact visited your landing page while a lead captured represents how many contacts completed the form.

Another landing pages enhancement comes within your form editor. A new drag and drop tool has been added to more easily re-arrange the order of your form’s questions. Additionally, we have a more modern icon to edit, delete or insert new questions!

Flow designers now feature a zoom in and out tool as well as the ability to switch your flow from vertical to horizontal! Even better, we will remember your view preferences for the next time you go into a campaign or landing page flow.

Add any landing pages that are linked in your IBG emails to your Infor campaigns! Now if a target from your campaign clicks through to your landing page from the email and completes it, you will see an additional status of “Registered” by your Infor campaign’s target!

The last set of new features reside in the drag and drop template/email editor. You may have noticed the following new content options:
• Mobile reverse stacking: When stacking multi-column rows for mobile viewers, you can now reverse the order your columns stack.
• Menu content block: Create menus, including a mobile friendly menu option.
• Title content block: Add a title content block with heading tags (H1, H2, H3).
• Icons generator content block: Create your own custom icons to add to your email.
• GIPHY content block: Add some fun to your emails with GIF animation.

Interested in making the move to InboxGuru or would you like some help navigating the new features? Reach out to support@simplesoft.net 



Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton OH surrounding areas. We provide implementation, integration, development and training for Infor CRM. We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.

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March 9th, 2021 by

Infor CRM offers great administrative functions to help you create a more custom CRM for your business. Entity Manager is a great tool for defining filters, metrics for dashboards and reviewing the properties of an Entity in CRM.

What is an Entity in CRM? These are each of your main sections of CRM; Accounts, Contacts, Leads, Opportunities, etc. Entity Manager can be found under the Administrator menu in CRM.

Once in detail view of an Entity, you can edit items such as allowing bulk updates. 

You can also perform these actions:

To refresh list information, click (Refresh).
Work with records in a grid
Filter my list
Edit an entity
View entity details:
Select a record in the Entity Manager list.
Click Detail.
The Details pane displays at the bottom of the list view with detailed information about the selected record.

Select and view the information in the detail pane tabs.
Fields
Filters
Metrics
Hide group details: Click Hide Detail.

Related Blog Post: Group Manager in Infor CRM

Connect with a Simplesoft Consultant at 937-885-1204 or support@simplesoft.net.



Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton OH surrounding areas. We provide implementation, integration, development and training for Infor CRM. We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.

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