Company -> Blog...

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.

Comments Off on Can you have information without data?


 

 

January 15th, 2021 by

There is a constant struggle for leadership to drive user adoption of CRM. We find the biggest struggle is with the sales team and this is usually because they haven’t been shown the value of effectively using a CRM tool. Most top performing sales professionals see the value of utilizing this sales tool.

Let’s take a look at some of the common road blocks we hear the sales team say:

“I have been selling for years just fine.” The seasoned sales professional is sometimes the toughest to bring onboard with CRM technology. They often see the tool as a waste of time because they, “already know how to sell”. CRM isn’t about teaching you how to sell or making the sale for you. So be sure to show how it can help you sell more without working harder. Activity Management is one of the best ways to get a sales person comfortable with CRM and show how it helps them sell more. Stop using post-it notes covering your desk or pads of paper all over your car. Simply open up your laptop, tablet or even mobile device, and have a complete customer profile in your hand. Reminders will¬†auto populate that it’s time to call the prospect back on the quote you sent. Get you mobile phone out and see what leads or customer are within¬†five miles of where you are so you can fit in more sales calls efficiently.

“It takes to long, I don’t have time for CRM.” The key here is TRAINING! You can’t just train one time and send the sales team out there. Technology is about committed regular use. You know the saying… use it or lose it! Make sure to have regular team trainings to show them tips and tricks to get faster at using the tools. Be sure to set them up for success with default settings and group creations for faster access, especially on the mobile client.

“I want a personal relationship with my customers.” This is absolutely key to a great customer experience and you want your sales team focusing on their customers. A big part that’s missing is how CRM can help create and foster an even better relationship with¬†the customer. CRM can track and remind you of critical customer data such as, service lifecycles, purchase anniversaries, bid deadlines, contract expirations, and more. Now, the team will never drop the ball and forgot check-ins and follow-ups. They can walk into a customer site fully prepared and make a lasting impression.

“I have no idea what to do in it besides look up my customer contact information.” Ok, this goes back to all the items mentioned above, especially training. Showing sales team members the benefits of using CRM to better engage and follow-up on potential sales will help them see the value in using it. If left untrained and with no clear expectations of what they need to do in there, they simply won’t use it for anything more than a virtual rolodex.

To recap, here’s the top 5 things to start doing:

1. Train them properly and often
2. Give them clear expectations
3. Use CRM as a Leader
4. Show them the benefits of CRM
5. Have them gather customer intel

The best thing you can do to help your team be successful with CRM is to remove the roadblocks. So start the year off right and make a plan to create success in CRM!

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 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 Off on Top 5 reasons sales teams reject CRM – Overcome them!


 

 

October 8th, 2020 by

I love helping our customers with their Infor CRM products, over the past couple of years I’ve been the go-to person for Xbar installs and troubleshooting. There’s a few things I’ve found while helping people that might help others in the future. Today I wanted to share the best practices for doing an Xbar install. It’s really simple and if everyone at your company who needs Xbar installed reads this blog I believe they will have great success with their install.

Where do you download Xbar from? How do you get the latest version?

– You can download Xbar in your CRM under tools, options and the general tab.

– To make sure you have the latest Xbar version deployed on your CRM please reach out to us and I’d be happy to update you! You can see what version you currently have by going to Xbar, options, about. Our newest version to date is v1.4.1!

Great, I have it downloaded, now I just install it right? Wrong!

-I wish it was as easy as that but there a few things you’ll want to make sure are done before you install the new Xbar.

-You won’t be able to do the next step if you are not in the administrators group on your PC so if you find you aren’t you may need to ask your IT group to add you. You can tell if you are by going to Computer Management, Local Users and Groups, Groups, Administrators. If you see your user name there, you are in the clear and ready to go to the next step.

-Second thing I always check is if UAC is off. I can check this by going to the Control Panel, Security and Maintenance and clicking on “Change User Account Control Settings” or an easier way to get there is to type UAC in your Windows search bar. Make sure the blue bar is dragged down to the bottom to “Never notify”. Now you will probably want to turn this back on after the install because this setting is what alerts you before anything gets installed on your computer so that something you don’t want won’t get installed. But it’s important to have it off during the install because it can block some files you’ll need to go through.

-One pesky thing about Windows 10 is that this window will not actually turn UAC ALL the way off. You will want to make sure to turn it off in the registry as well which can be done by going to Registry Editor or typing in Regedit in your Windows Search bar. Here are the steps you need to take to turn UAC completely off:

HKEY_LOCAL_MACHINE
SOFTWARE
Microsoft
Windows
CurrentVersion
Policies
System
set EnableLUA to ‘0’
Reboot machine

Now you’re ready for the install!

-Now all you have to do is simply double click the install file, however one thing I’ve learned too is checking to make sure your file isn’t blocked is a great best practice. You can do that by right clicking the executable and selecting properties. There will be a check box in the bottom right hand corner that says “Unblock” check that box then click OK.

Install done, now what?

-After you’ve installed the new Xbar you can go to your Outlook and make sure everything is working as expected. If this is a brand new install and you didn’t have Xbar before you will need to make sure to fill in the settings. You will need to put in your CRM URL and then you can test the connection using your CRM user name and password.

If you have any questions and need help with the Xbar install, Simplesoft is always here to help! This is my standard procedure with Xbar installs that I found usually does the trick. If it’s still not working right for you feel free to reach out to us.

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.

Comments Off on Xbar Install Quick Tips


 

 

May 27th, 2020 by

Do you know all the things you can do on your Welcome Page Dashboards in Infor CloudSuite CRM? This page can be a jump off point for your daily activities.¬†The Welcome Page consists of Tabs with different Content Blocks displaying information from CRM. There are countless customizations that allow you to¬†create your dashboards in a way that best fits you. You can choose list views, visual graphs, links, Sdata feeds, Web RSS feeds, Activities and more. There’s a standard setup out of the box, but let’s explore some ways to make it your own.

Your My Dashboards tab is owned by your administrator and can’t be customized. Here are some out of the box examples you may see on there. Your administrator may customize this tab.

Dashboard Tabs:¬†You can create different Tabs to organize Content Blocks to show you a snap shot of selected information from CRM. Anything that you can make a group for can now be shown as a¬†Content Block on your welcome screen. Many common one’s we see are Pipeline Reports, Current Sales, Open Opportunities, My Campaigns, and so on. You can even make different tabs for departments such as Marketing, Sales, Accounting, etc.

Quick Actions on My Dashboard: Jump to any action within CRM quickly to complete your task. Items can be changed to what you use most, some selections include Schedule a Meeting, Insert New Account, Schedule a Call, etc.

Links Section: You can make this your own by adding or removing whatever quick links you want to save here. For instance, you can add a company website, customer website, order portals, etc. They open in a new tab so you can quickly jump between tasks.

Did you Know Section: This is a wealth of helpful links for using CRM.

You have the ability to create your own tabs on the Welcome screen and create dashboards you would like to see. Only you will see them unless you share the tab with others. Just as noted above, there’s lots of options for customizing your look and feel.

Watch our video on Web Dashboards and start customizing yours today! Watch Now

Want to learn more about effectively using your Infor CloudSuite CRM? Reach out to one of our trainers at¬†support@simplesoft.net¬†¬†Don’t miss an update,¬†subscribe to our blog.



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.

Comments Off on Infor CloudSuite CRM – Welcome Page Dashboards


 

 

May 18th, 2020 by

Do you ever look at your Accounts or Contacts list in CRM and feel overwhelmed? Fear not…here’s the scoop on filters in the Infor CloudSuite CRM Web Client!

Filters are a quick and easy way to pull data within your different groups. Filters are located on the right side of your screen when you are in list view. The filters that show will depend on what table you’re in and how the group is set up. Example: If you want to filter your Accounts by State, then State has to be in your group layout.¬† Quickly sort through thousands of records by clicking different filters options. You can also save the filtered look up as a group. Let’s say you need to send an announcement to customer’s in TX only. Quickly filter your contact list by the state of TX. Then select, “Save Records as Group” and give it a name. Now you’re ready to send the eblast. You can also export the data from the filtered look up to excel for use outside of the CRM.One thing to remember is to clear your filters. If you close out of the CRM and reopen later your filters will still be in place. You can either clear one filter under it’s header where it says “clear”. Or at the top of the filter section you can chose “Clear All”. That will reset the group you are viewing. As you can see in the picture above, at the top it will tell you how many filters are in place.

Your filters can be edited by clicking “Edit Filters”. This allows you to show which filters you will use regularly. You can edit the main Filters or you can even edit the selections that populate under them. Customized filters can also be created to meet your needs. With a quick and simple training you would have the ability to create more filters.

Want to learn more about effectively using your Infor CRM? Reach out to one of our certified Infor CRM trainers at support@simplesoft.net¬†¬†Don’t miss an update, subscribe to our blog.



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.

 

Comments Off on Web Client Filters Make the Difference!


 

 

April 30th, 2020 by

Do you have a sales team that is out in their territory for most of the week? Being able to plan your route can save a lot of time when your job is on the road. Let’s explore a great feature in CRM; Contour Mapping.

Show on Map from a Look Up:

This feature uses Google or Bing to allow the mapping of Accounts or Contacts. With Google set up it allows 10 Accounts at a time and if Bing is set up it allows 25, you can map more accounts than this but it only gives directions for 10 or 25 depending on which map is connected.

Note: If you are not seeing the Show on Map option contact your administrator.¬†When Admins are setting up the Users’ standard role be sure to add Contour to the role. Also another tip, if you have used filters to narrow down a group, create an ad-hoc group with your results and then hit Show on Map.

Once you know where you are heading, filter CRM to see that area or maybe you already have a group of your customer’s in TX. I suggest mapping your entire group to take a look at all the locations on the map. Then you can easily remove, add and adjust your line up. Then Click, Get Directions.

Contour Distance Search:

You may already have one appointment and want to know what else is near that company that you could make a visit to. That’s a great time to use Contour Distance Search. From the Tools menu at the top of CRM, go to Contour Distance Search, you can then choose to map from an Account or Contact.

Once the table opens you select your parameters such as; Distance, Places, Types and Sub Types. Once these are set you can click search and the table will display your results. You can now chose to Save as a Group or Display Map.

Creating Your Starting Places in CRM:

When within the sales drawer on the left hand side of CRM, click on, Places. This brings you to where you can edit or add places to use with Contouring. Some good examples of what the add in your places are; Home, Main office, Customer you visit frequently, etc. Anywhere you commonly start your travel from is helpful to build your map out faster.

Using Contour on Mobile:

You can access a version of Contour mapping on your Infor CloudSuite CRM mobile. This allow you to pick a starting place from your list that you’ve made in web client. It will then list the accounts in order of how far they are from the starting place. Remember that when on the mobile client all addresses are hyperlinked and will open up to let you map directions.

Note: Not seeing it in your “Go To” section, remember to go to the Other option, click Configure Menu and make sure the Contour Mapping is check marked. This will now bring it to your Go To actions.

Watch a demo on Contour Mapping

Connect with a Simplesoft Consultant at¬†support@simplesoft.net¬†¬†Don’t miss a blog post,¬†subscribe now!



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.

Comments Off on Contour Mapping – Infor CloudSuite CRM


 

 

March 25th, 2020 by

When you have several users entering information into CRM, the likelihood of duplicate records goes up. There are several reason’s duplicates happen; lead conversion, double entry, Xbar settings not set up, users not knowing proper searching techniques, and the list goes on.

The good news is it is very simple to clean all this up with learning how to merge properly. Your CRM data steward should know all the places merging is available so that they can not only clean up the mistakes but teach users how to convert leads and add contacts without creating a duplicate.

Data Steward or Admin Access Users:

These users should have the access to merge together 2 separate records together. This is used when a duplicate Account or Contact has been created. You should always merge rather than delete since it will capture all the histories and information from both records and bring them into one.

Merging Tip: Always select the record you want to merge first, then hit CTRL and click on the main record. Once you right click and select Merge, the below table will show. The main record will show on the right side of the grid and will be called the target record. Anything with the radial button selected will merge into the new record. Watch a Quick Video on Merging.

Standard Users:

These users should be fully trained on converting Leads, searching for matching records when adding new, and Xbar configuration settings. Making sure the standard users are up to speed on this will greatly reduce the amount of duplicate records created. Watch this video on how to manage handling and avoiding duplicates in your database.

Want to learn more about effectively using your Infor CRM? Reach out to one of our certified Infor CloudSuite CRM trainers at¬†support@simplesoft.net¬†¬†Don’t miss an update,¬†subscribe to our blog.



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.

Comments Off on Keeping Data Clean – Merging Properly


 

 

February 7th, 2020 by

Keeping your database clean is one of the most important factors in using your Infor CRM effectively. Once you have defined your fields such as, Type, Account Manager, Status, etc., you must keep them up to date. This makes sure that your data is readily available to create marketing and sales follow ups.

The bulk updates feature is available in the web client, versions 8.2 and up, and it is a fantastic tool to keep up with quick changes to certain fields. When in List View, you will see the option to Update on the right side of your screen. The updates available will depend on the table you are currently in.

You can either select certain records from your list or if you don’t select anything it will update the entire look up. One thing to note is that not all fields can be bulk updated. Fields with unique identifiers can not be bulk updated (i.e. accountid, contactid, subtypes, etc.). Here’s a look at some of the options available and these can be customized to include other fields.

Once you select one, a field populates for you to select what to change the field to. For instance, you need to change 10 records that have the wrong Account Manager. Select Account Manager, then select the correct one from your list and hit OK. If you have multiple things to update hit the + and it will add a line for you to select another option. Then you can update both at once.

It is not recommended to use bulk updates for complete territory realignments. We recommend you use your Infor Administrator Tool for this process.

Be sure to subscribe to our blog to follow the Keeping Data Clean series. To set up a complete training on, Keeping your Database clean, or to have Simplesoft clean it up for you reach out to one of our Certified Infor consultants 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 (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.

Comments Off on Keeping Data Clean – Bulk Updates in Web Client


 

 

February 1st, 2020 by

Here’s another installment of Keeping Data Clean. We can’t stress enough how important it is for the effective use of Infor CRM! An issue we often see with data is when Accounts are reassigned and no one updates the owner and account manager in CRM. Several slip through the cracks and now there’s a mess to clean up. Or one of your Account Managers leave and you hire their replacement; Now you need to reassign the entire territory.

You can clean these up quickly and easily using your¬†Infor CRM Admin tool.¬† Here’s a quick look at how it works:

To recap; the Infor Admin tool allows you to completely realign a territory; i.e. Dan’s accounts all move over to Ken. Or if only one state in Dan’s territory is now Ken’s you could use the custom group option and look up the state and change the owner to Ken.

If you need a full training on this or have more in depth questions, reach out support@simplesoft.net. Don’t miss any of the Keeping Data Clean Series, subscribe to our blog.



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.

Comments Off on Keeping Data Clean – Complete Territory Changes


 

 


 

 

 


scroll up

Hit Counter by technology news