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March 23rd, 2022 by

The long awaited v8.5.0.01 release is now available!   This release has many updates that include new Application Architect 64 bit application, Mail Merge functionality added back to the browser for emailing, calculated field handling, and many others.

For a full list of all the updates and fixes click below:

Whats New:¬†What’s New PDF

Resolved Issues:  Resolved Issues PDF

In general, the update for v8.5.0 carries the improvements we needed to see for the base version of 8.5.0 released in 2021.

WEB CLIENT UPDATES

Downloading and installing the Word and mail merge integration is available in the Tools> Options menu in the web client.

Mail merge – in any browser (Email only).¬† The Word add-in is still required for letter or print mail merge.¬† The process for creating the new browser templates directly mirrors the CRM Workflow email template formatting and creation.¬† (Start by typing @ for mentions…)

  • All common browsers are now mail merge compatible for emails, which includes Edge, Chrome, and Firefox.¬† (The requirement for Internet Explorer has been removed.)
  • You will be able to utilize mapped fields throughout the CRM system and incorporate them into the template as needed for both types of templates.
  • You can now¬†perform a mail merge with contacts associated with sales orders, quotes, contracts, returns, and tickets in addition to accounts and opportunities.
  • All supported browsers allow the completion of mail merge steps within a sales process.

DEVELOPMENT UPDATES

They did update development features further to support the Upgrade Safe Customization road map.   Application Architect now includes a Manage Customizations view to allow development to review a list of files that have changed or are out of sync with recent Infor CRM SLX updates.

Application Architect is now a 64 bit application to allow for better volume handling for development.  What exactly does this mean?  Well for one, the general build and deploy time to complete is SUBSTANTIALLY reduced!  This also includes a fix for the SLX Client portal deployment error that displayed an Out of Memory error. For that one we are grateful, it was not a show stopper but very annoying for the developer.

Here are some of the development highlights that developers would be interested in:

Local file system versus Virtual file systems: Managing your changes in a Local File System still carries some workarounds that you must stay aware of.  See the full documentation for the steps to utilize this method.
Project backups: Currently, you can only restore the Infor project backups from v8.4.0 and v8.5.0.  So be sure to keep your customization bundles versioned off and clean.  That will be the only way you can restore any failed (or corrupted) changes if you need to rollback.  Infor has discussed bringing back the project backup capabilities but as of this release, that is not the case.
Project Difference Manifest deprecated
Importing from another project deprecated

Overall the User interface is unchanged except for a slight re-branding on the naming that was changed to Infor CRM SLX and bringing the email for mail merge back to the browser.  But the difference is more substantial on the development and management of the development.  This new update has solidified the upgrade-safe development into a cohesive software that allows a layered approach to the development where you can choose to release the new forms or keep your customized ones in front of the user.



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. 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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June 15th, 2021 by

Introduction
Understandably the price of a software purchase is always a topic to cover when we discuss on-boarding clients. Many times this is the point of interest driving a potential customer (Prospect) to reach out. There are a number of details associated with understanding the price a new client will be asked to pay. Categorically software has a unique sales proposition with actual product pricing and the typical training budget allocation. Past those details, a future CRM client should understand ‚ÄúMaintenance and Support‚ÄĚ, customization (AKA Configurations), and the potential cost of a failed implementation.

Before we get down to the topics detailed above, any organization looking for software to support infrastructure should know software solutions are considered intangible fixed assets. Whenever the owning entity controls those assets through custody or legal rights (i.e. patent, copyright, licensing) – and because they normally provide benefits to the end user for longer than one year, they are also considered to be capital assets. Thus, expenditures on software/development resulting in the creation of a capital asset, are capital expenditures. This is a great way to justify costs and understand the true value of a CRM. Many Owners or C-Level decision makers overlook this detail when realizing the depth of a software solution.

Takeaway: CRM is a capital asset in execution and expense!


Road Map

I like to start with a list of goals. Generally this is collaboration between leadership and those people organizing day-to-day workflow in a solution set. In my approach, we define Progress then workout the very specific activities users will execute leading to measures of success. In my world its CRM objectives review. I accompany the exercise with a Workbook and a loose Project Execution Plan. This is how it looks in short form:

This fundamental discovery process is based on understanding our potential client’s (Prospects) knowledge base and the depth of the software. Most of the time CRM searches start out very narrow, typically rooted in a few superficial features and function interests (Mobile and Simple to use). Because companies don’t know what they don’t know, I comprehensively drive toward a focus on Revenue creation strategy. Ultimately the standard of a successful investment is the return it brings.

Takeaway: Know where you’re going!
Purchase
Now that we’re clear on the back story to getting pricing, let’s pick this up where I left off in the opening paragraph. I differentiate price from cost so keep that in mind while you read these details.

Overall development services and training are based on predicted hours. Our project team and training staff give estimates based on scope of defined work. We outline project plans to quantify task hours, then summarize the total hours to offer blocks of time at discounted rates.

Validating and navigating the purchase phase is a combination of understanding software capability, company awareness and the organization of an internal project team. We certainly can determine some type of price early in the purchase cycle but because of the nature of CRM deployments, understanding what we charge for gives a global understanding of the total project impact.

Takeaway: Know what and why you’re buying!

Closing
When asking for a demonstration of CRM, looking to test run what the software could look like for your organization, be aware. The price per license, per month is for comparative purposes only; so expect to pay annually for a term. Past the price, know if your organization needs a small contact management system or if account management is truly the front office system of choice. The product you are looking at is considered a Capital Expenditure for a reason.

Finally, the cost of a CRM purchase has an unknown value associated with it. To minimize cost, consider people and business processes to define a solid go forward strategy. Once these 3 internal tenants are determined, search for a right fit solution. The price of the product and implementation is a fraction of the cost a company can incur due to a haphazard deployment. Defining system activities measured against progress goals influences buy in. A scaling operation has exponential Return On Investment, so define how CRM equates to Revenue on the P&L Statement.

Takeaway: If activity drives progress then CRM scales Revenue!

Want to get to know more about Infor CRM? Learn Here Or reach out to us at 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 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.

 

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May 3rd, 2021 by

Using the filters in Infor CRM is a valuable tool for quickly sorting data. Did you know they are directly correlated to the group you are viewing? Filters are based off of what is in your layout…but note not ALL fields are able to become a filter. There is a way to create custom filters that is more of an advanced option that Simplesoft is happy to help with.

Let’s take a look at how easy it is to adjust in a few clicks!

You can edit your layout and filters within groups in each CRM entity. The ability to edit captions in the layout section of group editor is a great tool if you have customer fields you wish to rename.

See all our Infor CRM Quick Tips over 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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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 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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October 23rd, 2020 by

Infor Concierge is now your primary Support Portal access point

Infor Concierge is now your ‚Äėalways on‚Äô hub for support and all things Infor-related. It provides access to key information and services related to your licensed/subscribed Infor solutions.

Action Steps
Learn more about Infor Concierge in this short overview video.

Please be sure to update your favorites/ bookmarks and use https://concierge.infor.com going forward.
‚ÄĘ On May 23, 2020 we changed the URL for the Infor Support Portal (formerly Infor Xtreme) and began redirecting you to Infor Concierge.
‚ÄĘ As of November 23, 2020, the former URL for Infor Xtreme (https://www.inforxtreme.com) and the redirect will be decommissioned, and Infor Concierge (https://concierge.infor.com) will be your only link to access Infor Support and all things Infor-related.
‚ÄĘ Please note that we are not decommissioning the Support Portal, just the URL‚ÄĒgoing forward you can continue to access Infor Support via Infor Concierge.
‚ÄĘ If you have any questions about this change, please log an incident in Infor Concierge.

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¬†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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September 17th, 2020 by

Traditional sales teams are changing how they operate. Most of the time, too many tasks are put on one type of sales person. They are expected to qualify leads, quote the leads, get the sale, train and on-board the customer, be the product expert, and help with technical problems. How can you hire ONE person to do all that and do it effectively?? The answer is, most of the time you can’t.

We have seen a trend in the manufacturing industry that is leaning towards the team-selling approach. Manufacturers are finding success in building a group of experts to work together to grow company sales. Not only does this provide an effective sales cycle but it greatly improves the customer experience!

What is the Customer Experience? According to Forbes, it’s how the customer views your brand.¬†Everything a company does contributes to how a customer perceives it, and therefore to the overall customer experience, including the messaging you use, the products you sell, the sales process, and what happens after the sale, plus other internal factors like the inter-working of the company, its leadership, and the engineering of the product or service.

When using the team-selling approach, it allows you to put the right sales person in the right role. Each type of sales role plays a crucial part in the process and that person should bring certain strengths to that role. Sales Leadership should take time to break down the entire sales process from Lead to Order. Where do you need to break it up to provide the best customer experience?

This process will look different for each manufacturer based on your sales process. Do you sell direct, through Distributor, or Dealer networks? Do you have E-commerce, parts sales, field reps, etc? All these items can help you in determining how to build your sales team to provide an optimal customer experience.

So who is on the team? Some examples are:

Inside Sales Team: This can be a team who qualifies leads and hands them off to the next team to close. They can be order takers for inbound calls. They can make outbound prospecting calls. Or, they can be a blend of all three.

Outside Sales Team: Typically, these are your boots on the ground and the face of your brand with customers. They are usually following up on qualified leads from the Inside team.

Technical Sales/Product Specialists: They support all sales team members with product questions, set up, and demonstrations. Ensuring the product is always presented in the best light. They sometimes even help in support after the sale working directly with customers.

Dealer Sales/Support: Sales people that work directly with dealers to support their sales efforts. This team usually assists in lead generation and follow up.

Take time to evaluate your brand, sales cycle, and service after the sale. What does it look like and is it providing the message of your company that you want to portray? Set up a team approach to selling to make sure each role can play an important part in supporting that image.

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¬†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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September 4th, 2020 by

A key to CRM success is defining your users. There are several types of Users that we commonly see our customers need; however, you may have more or less depending on your company structure. This is an important step in the set up of CRM but can be adjusted after deployment if necessary.

Here’s a look at the most common types of Users companies have:

Data Steward: This user keeps the data clean and promotes the standards for data entry. Sometimes the data steward is also the Admin user.

Power User: These are your users who are the expert level in CRM. They do all the training and stay up to date on how to navigate and use CRM. These users should also help you in promoting user adoption to the other users.

Standard User: These are all your daily users; they have standard roles assigned to them.

Marketing User: These users are creating the campaigns, landing pages, and other marketing efforts in CRM. They should be making sure to create access points in CRM for all other users to see the marketing analytics.

Administrator: This user is typically someone in IT. They would have access to everything in the database that you never want other users having, such as Delete, Merge, Pick List editing, etc. Keeping these functions locked down will contribute to data integrity.

Again, depending on your company structure some of these roles may be combined or expanded on. Many of our customers have leadership that have to wear many hats. CRM is ideal to help in streamlining your duties. There are different types of users even at leadership level; read more in our white paper.

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.

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August 31st, 2020 by

Sales leadership wants the facts, the data, and the sales from CRM. They expect to be able to easily graph, dissect, and analyze what’s going on in the different territories. The good news is Infor CRM makes this very easy with groups and dashboards. BUT… have you as a sales leader set clear and defined expectations in CRM? Does your team know what actions and data they are accountable¬†for entering and up-keeping in CRM?

We have a saying at Simplesoft‚Ķ garbage in is garbage out. You can’t expect the CRM to give you what you want if the data isn’t there. So…What should you do?

Start by creating a sales process that is fully integrated with CRM.

– Have your sales team working their leads in CRM

РCreate Opportunities to track quotes and potential sales

– Assign probability to close and estimated close date to create a forecasted outlook for the territory

Then, define your expectations of the sales team:

– How long do you want them working a Lead before it’s considered “dead”? What will you do with those dead Leads?

– How many calls/meetings do you expect them to set in a week? Have them create and track in CRM for your review.

– What data do you want them collecting for CRM? Emails, cell numbers, Dealer set up, etc.

Show your team why it’s a valuable tool. When you explain the value CRM can bring, it helps with user adoption. Do you know if they are using all the tools? CRM mobile, Xbar, Contour distance mapping for sales routes? You as a leader should stay engaged and up-to-date on all the features of CRM that help sales teams.

Get Connected!

Infor offers an out of the box Integration called ION. ION connects your CRM to other platforms to create a seamless view of data. The most important to connect is your Infor ERP system. Giving the sales team the complete view of a customer is critical to providing the best service. When connected with ERP you can view; invoices, aging payments, sales orders, parts inventory and more. Arming your sales team with all the tools to succeed is so important.

Lastly, you should be using Dashboards to run the sales meetings. This puts the CRM data front and center every week and shows your team that you are engaged in Infor CRM. Using the CRM to run your sales meeting also shows that even Leadership is on board with the tool.

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.

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