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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 “Maintenance and Support”, 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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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 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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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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June 30th, 2020 by

Don’t let your data go down a black hole. Keeping data clean and useful in CRM’s is usually a tough task for companies. You have multiple departments and users accessing and using the data. Simplesoft Solutions assigning someone at your company to be a Data Steward.

Who are data stewards?
Typical data stewards could include employees who are experts for one of the following;  Subject Area, Organizational, Business process, Application level, and Project level. Additionally, they can be categorized into two types; technical or business data stewards. The larger the company the more the roles will be defined and segmented. Also, a formal governance should be established; such as a CIO (Chief Information Officer), CDO (Chief Data Officer) and a governing body that establishes policies and procedures. Sometimes this is as simple as working with your IT department to set the hierarchy.

Why do you need data stewards?
I would like to focus on the qualities and skills essential for the Infor CRM data steward combination role needed for most mid-enterprise companies. The role of the data steward is a critical one of watching over and caring for a valuable resource for your firm. Yes, it’s data. It is not a resource that is scarce because it seems that “data” is everywhere. It is a role that is greatly overlooked in most companies as the data is there, right? But there is great potential in managing this data well and how it flows between departments, information systems, organizations, and customers. Accurate data allows accurate reporting to measure company progress, market saturation, user interactions and to help a company succeed. In smaller to mid-sized companies the data steward(s) is more of a role than a formal title. How should you decide who should own that role and what are they responsible for anyway?
The organizational “thinking” must be ready to be a data-driven culture. There are areas of interest that companies should consider like products and services being offered, the business model and structures that support them, and the business models that need to change and shift with the markets that are being supported to produce new goods and services. In the smaller sense, a good goal is just looking for the consistency and the accuracy to allow timely sharing of data in the form of reports, dashboards, and BI (Business Intelligence) for taking action on the executive level as well as the front lines.

What qualities should a data steward have?
In terms of data stewardship, the roles can be divided or blended. If the roles are divided then the technical is more of the custodian/corrector of the data and the business role is more the coordinator/tracker of the data. The stewardship role leans more towards business, but having the ability to change the data and being technically savvy, is the best combination. For SME’s (Small and medium-sized enterprises), a combination role of both technical and business will increase the cohesiveness of the company and ensure success in data and process accuracy.
The knowledge and skills are mainly organizational first and protecting the integrity of data second. They must understand the business direction, processes, rules, and requirements for getting tasks done. They should be able to influence business directions and gain business area commitments. They must be able to coordinate and create relationships internally to communicate the business rules and definitions. Most importantly, they must then work to make sure the data delivers accuracy for the direction of the company and those system users, integrators, and system admins are trained on how to do that properly.
The data steward role is important to help manage and maintain an important asset to the company, data. The data steward must work together with business leaders, system users, and technical people to be aligned with the direction of the company. It is not an easy job and requires thought before placing people into this role that possess the right mix of skills and personality. You must keep your data clean to effectively utilize Infor CRM.

Related Blog Posts: Keeping Data Clean – Bulk Updates

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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.

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June 5th, 2020 by

Being a part of many successful CRM implementation launches, and observing many that weren’t successful, we have learned what it takes to make a project successful. Our team has collected some general guidelines that can help increase the chances that your project will be successful. If you are planning a CRM Implementation project in the future, here are some points of consideration that will aid you in making it a success:

1. To begin, create a clear definition of your needed and desired CRM project outcome. Knowing your desired outcome is reflected in the famous saying, “Begin with the end in mind.” The importance of knowing what you want cannot be underestimated in its value when tackling a new project. We can discern quickly when a customer doesn’t spend enough time on this step. Make sure you think through the business processes that you are currently using and consider what you plan to be using going forward with a new CRM tool. The more you think through your project end goals, and how your team wants to get there, the less likely you are to incur additional and unexpected costs from scope changes or scope creep during the process. This clarity and focus will assist you throughout the entire project life-cycle, ensuring you actually end up with the tool you wanted to have in place.

2. Ensure commitment and buy-in from your internal team, especially leadership stakeholders and those who will be responsible for implementation. The idea of a putting a new CRM system in place is often different than the realities of doing so. If you have ever been a part of organizational change with a group of people, you know this not always welcomed by all involved. Not only is it important to have a Project Champion on your team, it is imperative that you have support from the top leadership down, both in word and in deed, that is, they become part of the whole process and adoption. People will follow those who lead, if it is done well and comprehensively. Some people adapt quicker to change, or welcome change, more easily than others. When implementing a new CRM system, it is as important to engage the champion users, as it is those who might struggle with change. The more buy-in and support you have, the greater the likelihood you will enjoy the success of change once the project is complete. Most people have to see what is in it for them; so implementing change from that standpoint is very important.

3. Have a planned budget that accounts for your entire CRM project needs. There are always unseen costs in new initiatives. Plan for those unseen costs with the understanding that it is common for a project to come in somewhere in the range of 10% under, or 10% over the original budget. In addition to planning for overage, understand there might be things your team realizes during the project life-cycle that motivate a change request or an additional set of desired features. Sometimes it is difficult to see the art of the possible, until you are already immersed in the project. If you didn’t budget for the unexpected, be prepared to say, “No,” until you have a budget for the additional items later.

4. Carry clear understanding of the variety of internal resources needed on your team for successful CRM implementation. Sometimes customers can help their project success along by planning for the internal resources on their side that will be needed to launch a new project. Understanding that your team and resources’ availability has such impact on the success of a project is important and can help frustration not to build when resource availability becomes thin at certain points of the project. The following resources should be considered and planned for in any CRM project implementation:

– An infrastructure and hardware that is supported by the new product, compatible with the product and up to date.

– A project team, including IT, with dedicated time, expert knowledge and empowered to be successful.

– Security barriers managed to allow access to your company’s hardware and enables work to be completed efficiently and timely.

– A realistic change management plan in place as part of the CRM implementation.

5. Dedicate an Internal Project Champion to spearhead project and accompanying change management. When everyone’s schedules and energy are pulled in many directions during the project, it is important to have an internal person with the bandwidth to champion and drive your project along. This person will serve as the point person, and often times your team’s project manager, and is a very important change agent in the project launch experience. Making sure this person has the ability to dedicate energy, time and focus to your new project can make all the difference in a project’s success. What that means, in reality, is making sure they have the time and resources available to perform this role without it being a second job or an additional load that is unbearable.

6. Set a realistic project timeline that accounts for other organizational plans happening simultaneously. Picking the timeline with a realistic completion deadline is one of the most important considerations to make when planning a project. A timeline that is too short can cause unnecessary stress and can set up a situation that is untenable for even the best project teams. No matter how much planning you do in advance, it is impossible to account for every risk or issue that may arise. In addition, it is important to consider other initiatives going on within your company, and plan accordingly. Many companies will plan a project around a particular event or relative to other dependencies. What often sounds good in theory can often turn into a greater challenge than anyone accounted. Choose a timeline where your change management can best succeed all around.

7. Have a clear Training and Implementation Plan for end users that will ease their apprehension of the changes that are occurring. When you are dealing with people, any kind of change can feel threatening, especially if it is change you did not choose and are not controlling. Planning for the kind of change a new CRM system can bring requires being intentional and making sure you have accounted for its timing and impact on daily work processes. This is an area that you want to neither shortcut nor belabor. Many times we see changes that come with a new CRM system impact various groups within the same company differently. Therefore, the training required for each group can also vary. If you do not plan enough training, people will not be comfortable and will possibly avoid using the system, and if you plan too much then it could be difficult to keep their attention. Expert trainers are well versed in helping plan the right amount for your team; and because this is their area of expertise, they can be a true asset to making sure you have the best plan for success in place.

When beginning a CRM implementation project, it is so important to plan for success. That doesn’t happen on its own. Having a team that is dedicated, insightful, and engaged, and also one that follows seasoned best practices can be all you need to produce your desired outcome! Happy planning!

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 Users Group Events. 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 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 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.

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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.

 

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May 9th, 2020 by

Today’s companies have multiple platforms running their business functions, why not have them communicate? Creating seamless workflows and alerts between systems helps a company stay connected. BPA platform brings a new level of connection with APIs designed for Infor CloudSuite CRM! Especially it’s latest version release that is packed full of not only new features but easy to use and build connections.

What is BPA Platform? It is Windows-based software, utilizing a true three-tier client server model over TCP/IP, with a multi-threaded server running as a Windows Service. It can run in 32-bit and 64-bit environments, and can communicate with both 32- and 64-bit external
systems. The Client provides all administrative and Task design capabilities, while the Server provides the client connectivity and manages the processing of Tasks.

New Version Updates include:

New Interface – BPA Platform 2020 has a new scale-able interface, including zoom functionality to aid in navigation of larger tasks, as well as added functionality to facilitate easier, faster creation and organisation of business processes. It is now possible to select multiple tasks to
enable or disable them, as well as copy and paste, align or distribute steps.

New Installation Console – Links are provided for each individual component to the relevant BPA Platform help topic for guidance. Once a single component has been installed, the Installation Console can be re-launched from the BPA Platform 2020 Windows Start menu group.

New HTML Pro Tool – The HTML Pro Tool enables users to import and then edit email templates and dashboards via a raw HTML design and layout area. Tables can be created automatically via drag and drop technology, and multiple record sets can be used within one HTML Pro Tool instance. The HTML Pro Tool now supports up to HTML 5 and CSS 3 styling, where clients support it, and has improved handling of Unicode and relative resources for images handled locally within the task step, removing any problems with linked files.

New Retrieve Text Message Tool – The Retrieve Text Message Tool provides the ability to receive inbound SMS communications, that can then be consumed within a BPA Platform task. Such messages can be in the form of inbound text messages, or delivery receipts for
text messages sent by the Retrieve Text Message tool. Text mess age retrieval is extremely useful for grabbing these inbound communications and then automatically pushing them into a CRM, ERP or marketing system for analysis.

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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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.

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