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February 25th, 2021 by

Data integrity is an important piece to a successful CRM; so having a clean list of subscribers for your marketing efforts is critical. If you don’t have a process to not only get permission to market but also what they are interested in learning about, you are behind in your efforts.

Why is it important to have contacts Opt In? You want to know that they are interested and open to your message, product, or brand. This helps you as a company stay trustworthy and targeted in your approach!

What’s the state of your CRM contacts? If you don’t have a process to define communication preferences in your CRM, start planning it now. Things like the type of communication they want; i.e. phone, email, etc. are important to note. Marketing and sales will appreciate not getting hung up on or blocked from email because the data is missing from CRM.

Are you using the Do Not boxes? Did you know in version 8.4.0.01 and higher when inserting a new Contact or Lead it automatically checks all the Do Not Contact boxes. Be sure to communicate to all your CRM users the importance of reviewing these boxes and knowing when and how to check and uncheck the options. This process would be up to you and your company; it also depends on what states or countries you communicate in and whether you have to comply with GDPR laws. Are they auto checking when you create new? If you are on CRM version 8.4.01 or higher, all your Contacts and Leads you create are auto checking all the Do Not Solicit boxes. Simplesoft has a tool to help you with this process by creating a simple SQL trigger to turn off the auto check of certain boxes if needed.

Is your team aware of how to handle? Make sure all your users understand what this means….they won’t get any marketing materials. Create a process to gain them as a subscriber so you can get the most out of your database.

What is GDPR and how does it affect your contact lists? According to cookiebot.com, “the General Data Protection Regulation (or GDPR) is an EU-wide law that protects Europeans with regards to the processing of their personal data, as well as laying down the rules relating to the free movement of personal data.” It went into affect in 2018. So what does this mean for the US? We don’t have GDPR here in the states but some states have enacted their own data protection laws and policies so be sure to be aware of those.

Use an Unsubscribe designer – Many marketing platforms provide a designer tool. Be sure to review and create a page that is engaging for your customers. Allow them to tailor their messages so that the information they receive is useful. Don’t just allow them to subscribe or unsubscribe; give them options. Examples of this would be Monthly Newsletter, Only Contact me once a Month, Quarter, etc. This gives you a higher probability of keeping the customer engaged with email campaigns.

Have your website ask if they want to subscribe and to what. Make it show a list of communications you send out from your company and allow them to select what they want to hear about.

Creating a subscriber plan is a big piece of successfully using your Contacts database. So make sure to take time and plan.

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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February 19th, 2021 by

InboxGuru has released a new feature…..Folders! You now have the ability to create folders within Campaigns, Landing Pages, Templates and Assets to organize all your items.

Here’s how to set up:

1st go to the Admin menu in Guru and Select; Accounts – Folders from your drop down menu and hit Go.

Then you simply add your folder by Right Clicking the main folder and selecting Add New. There’s a dialog box to the Right with complete directions. Here’s quick video showing how to do this.

Keep all your templates and campaigns organized and easy to find with folders. Remember, to view folders you must be in List View in InboxGuru.

For more help with InboxGuru check out our playlist of videos 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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February 10th, 2021 by

Lead Scoring profiles are so important to CRM success. Why? Your company generates lots of Leads for the sales team in a week, but how does the sales team know which are hot, cold, or otherwise? Would you say a Lead that just filled out a form is as important as a Lead that opened several emails, clicked links, or spent time on your site? I hope not!

Let’s take a look at what Lead Scoring is and why and how to use it.

What is Lead Scoring? Lead Scoring is a shared sales and marketing methodology for ranking Leads in order to determine their sales-readiness. You score Leads based on the interest they show in your business, their current place in the buying cycle, and their fit in regards to your business. You decide the weight or value each marketing action has. For example, a click within an email is worth more than an opened email.

Why should I create a Lead Scoring Process? Lead Scoring allows your sales team to spend their time where it counts – with qualified Leads. If sales time is wasted with unqualified Leads, your company will suffer. Pursuing qualified Leads can increase sales productivity and guarantee a better return for your business.

How to Create one? Start by taking each marketing action that you want to measure. Examples would be Email Opens, Link Clicks, Landing Page Completions, and Web Site Visits. Then, decide which actions of those you weigh the highest and give it a number. So, an email Open may be a 2, but an Email Click is a 4. As the Lead continues to build a score, you can have different actions trigger in CRM for the sales or marketing teams to take.

What do I do with the scores and info? Once you have some data collected in CRM, use it! Make Groups so the sales team can quickly see HOT Leads. Better yet, create a workflow that alerts the sales person of a Lead that has a score over XX. This tells the sales person to act quickly because this Lead has taken actions that you deemed “buying behavior”. So, your sales team can strike while the iron is hot!

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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February 5th, 2021 by

Even if you use the Infor Web client you still have access to install the LAN client on your computer. There are many great uses for administrative tasks that are more efficient in the LAN client.

Managing Pick lists, Lead Sources and Products are all easy and efficient in the LAN client. You can also clean up large portions of data that may not be available to bulk update in web. You can delete data, replace data or add data to a field with the maintenance tool in LAN. Watch this quick video to see how to merge duplicates and replace data quickly in LAN client.


Would you like to discuss the bigger picture with Infor 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 with 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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