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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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October 21st, 2014 by

If you don‚Äôt have a Sales Process, may I ask what’s the hold up?

Last week¬†we had a training session during the Heartland Users Group event that involved implementing a custom¬†sales process and using it to create a custom web dashboard.¬† Infor CRM‚ĄĘ (Saleslogix) allows custom processes to be created with as many tasks for each stage that is required to fulfill the sales process defined by your company.¬† We, at Simplesoft, are not an advocate of a particular sales process, but we do enable you to utilize any sales process by showing you how to use the Saleslogix tools.

A defined sales process with specific tasks and timing can increase your closure rate and decrease time to close.  Making that sales process user-friendly is the key to buy-in from sales reps.  That’s where Saleslogix can help.

Initiate the process by defining your goals for each Stage and Step in the process.

Does the sales rep need to send a standard email then follow-up with a phone call 2 days later?  You can schedule that in Saleslogix and it takes the guesswork out of the task.  Include a template with a rollover activity set up directly in the process.  The user just selects the contact; the rest is done for them.

What has just happened?  You have regulated the communications to the customer.  The history is recorded in Saleslogix.  Everyone that touches that account knows which contact has received what communication, and what steps are next.  In other words, control.  If you do not have a user-friendly sales process then your processes are only as good as your salesperson. And this is just ONE step in a sales process.

Enter those processes into the Saleslogix tool in the Architect or the LAN client.  Create as many as you need to fulfill your sales strategy.

Release the Sales Process to users.

Here is a sample sales process with Stages and Steps:

Measure and refine.

On the other end of the process is measurement.  Setting a process in place with specific steps is critical but measuring the success of that process is essential for improving.  You can measure the Saleslogix sales process with the Web Dashboards.

The web dashboard is a tool that utilizes filters. As you build a dashboard widget you choose filters to either group or define the widget display.

With a custom process you have to create a new filter for the dashboard so that the web client will display it on the dashboard widgets.  There are a few steps and we recommend you open the standard (Stages) filter under the Saleslogix Entities to review the settings. Notice: This is not a recommended task for everyone. This is written for experienced developers.

  1. Open Application Architect
  2. Project Explorer>Entity Model>Packages>Saleslogix Application Entities>Opportunity>Filters
  3. Open the STAGE filter and review settings.¬† Take note of the ORDER of the stages in the current sales process. Review the properties of the filter (‚ÄėAnalytics Description‚Äô , ‚ÄėAvailable for Analytics‚Äô = True)
  4. Right-Click on the Opportunity Filter folder and ‚ÄėAdd New‚Äô
  5. Enter the fields as needed (similar to the STAGE filter)
  6. Save the filter and you should see it appear in the list under opportunity filters in Application Architect.
  7. Once your items are entered and ready, you will need to do a ctrl build/deploy for the changes to be released to users.
  8. Troubleshooting tips: If the new filter is not showing on your widgets then clear the cache on the browser and/or reset IIS.

If you are interested in more information on Web Dashboard and Sales Processes, please contact us and we will be glad to assist you.  The information included in this blog is not intended to be a complete step-by-step process as each dashboard and sales process is unique to each business.

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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September 8th, 2014 by

ParishSoft provides browser-based church management, accounting, and denominational headquarter management systems designed to give faith-based organizations a single database solution and an integrated platform for membership, sacraments, faith formation, ministry volunteers, giving, development, accounting, communications, reporting and data mining, and more. Their solutions serve more than 10,000 churches of multiple denominations and have an especially strong presence in Catholic organizations, with products in nearly every U.S. Catholic diocese and 84 Catholic diocesan offices.

ParishSoft uses Saleslogix to keep track of and serve customers, as well as manage software deployments and upgrades.  In the last year, we have helped them implement a new process they designed in Saleslogix using Opportunities and Tickets. Once Opportunities are  close-won, Tickets are automatically generated for each product sold to manage the fulfillment process. A dynamic dashboard allows ParishSoft to track and filter progress based on Ticket Stages (similar to Opportunity Sales Process Stages).

ParishSoft won the Saleslogix Business Vision-Customization award from Simplesoft during our Q3 Heartland Users Group meeting in July for this work. They have created a consistent and closed-loop process for their delivery of products and services.  We will be working with ParishSoft to document their process improvement metrics in the coming months.

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Also, if you would like to learn more tips, or have a CRM topic you would like us to write about, please contact Simplesoft Solutions, Inc.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

http://www.simplesoft.net/blog/wp-content/uploads/2012/11/SS-Border.png

Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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December 14th, 2012 by

We need you to cast one more vote in 2012!¬† We are so excited to tell you about one of our SalesLogix customers and the way they are being honored by Sage.¬† Ned Portune, VP of¬† Information Systems & Technology at Cold Jet, LLC¬†writes, “Congratulations to Scott Jeynes of the Cold Jet IT group for being named one of the 4 worldwide Finalists in the Sage SalesLogix 2012 Innovation Awards.¬† Just being selected as a finalist is a great honor and recognizes Scott‚Äôs work globally.¬† However, the overall winner will now be determined by a Public vote on Sage‚Äôs website.¬†” ¬†

So‚Ķ Please go to the link supplied below and Vote for ‚ÄúFinalist 2: Cold Jet, LLC‚ÄĚ to help push¬†them to the top.

Vote now: http://community.sagesaleslogix.com/t5/The-Sage-SalesLogix-Journal/Sage-SalesLogix-Innovation-Awards-2012-Finalists-Tell-Us-Who/ba-p/146763

 

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland SalesLogix Users Group Events. 

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net 

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net 

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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October 11th, 2010 by

Have you ever had to come behind a co-worker and try and figure out what they may have done in a database? Looking at tables and fields is fairly easy, but what happens if they have been working on table/field triggers?

Here is a handy SQL statement that will allow you to see all the triggers that have been defined on any table in your database:

SELECT so2.[name] TableName, so1.[name] TriggerName,
CASE
WHEN so1.deltrig > 0 THEN ‘Delete’
WHEN so1.instrig > 0 THEN ‘Insert’
WHEN so1.updtrig > 0 THEN ‘Update’
END as ‘Trigger Type’
FROM sysobjects so1 inner JOIN sysobjects so2
ON so1.parent_obj = so2.[id]
WHERE so1.xtype = ‘TR’

This is a very simple statement, but may save you lots of time if you are searching for something someone else may have done.

If you would like to learn more tips or have a CRM topic you would like us to write about please contact Simplesoft Solutions, Inc. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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