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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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March 4th, 2021 by

Infor CRM offers lots of great tools for IT and Administrator users. Learning these tools can be extremely helpful to keeping your database clean and useful. One of the functions we love is Group Manager.

What is it? Group Manager provides a list of Groups and the tasks needed to manage those Groups. Use the filters to narrow the list of Groups and the Group tasks you want to view to manage Groups.

Where is it? Navigate to the Administration menu and you’ll see Group Manager as an option.

Why and How do I use it? You can clean up unused Groups here. In List view, you can see the last time the Group was modified. It’s always a good practice to clean out Ad Hoc Groups as they’ll slow your CRM load time.

You can perform these actions:

  • Refresh list information:  Click (Refresh).
  • Specify Groups as Favorites by default:  Select any Groups that you want to set as Favorites where the User Default is currently set to No.
  • On the Task Pane, under Common Tasks, click Toggle User Default.
  • The selected Groups User Default setting is changed to Yes. Specify Groups as not Favorites by default:  Select any Groups that you want to set as Favorites where the User Default is currently set to Yes.
  • On the Task Pane, under Common Tasks, click Toggle User Default.

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 2nd, 2021 by

Infor has now release version 8.5 of Infor CRM. They have brought lots of great features and advancements to the CRM tool. The new features include:
Upgrade Safe Customizations:

â–Ş How does it work?
– 8.5 will include a project backup of the current CRM model
– CRM model will be locked down, only CRM developers and bundles from CRM team will update this model.
– All changes made by partners or customers will be stored separately from the base CRM model.
– Any changes or overrides to the base model (customizations) will be deployed in place of base model items.
– Interaction with the model in AA will be seamless to the user. Items modified will be what is seen by the user, just as if they had modified the base item.
– New feature in bundle manager will now allow you to easily bundle all that you have customized in a system. Does not require doing model or date comparisons

— Changes to Existing Entities are tracked internally within that entity now.
— Entity attributes are now tracked in an extension section. New properties are marked as custom.

Design update to Dashboards:

– New and improved widgets with auto adjusting width
– Ability to compare multiple data sets

Workflows, Alerts and Approvals:

— Infor CRM brought easy to build workflows in v8.4.04 with rich text editor and triggered alerts based on actions in the CRM
— v8.5 brings the ability to add an approval process within your workflow.

Infor Release Notes  This is just a brief overview into the great features the latest update is bringing. Stay tuned for video demos and webinars coming up to show off the latest and greatest!

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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