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Activity Management Best Practices
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. 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. 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? How can management use this to improve and review with the team?
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, OHÂ 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. Comments are closed.
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