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May 3rd, 2021 by Jessica Wert
![]() 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. Comments Off on How to adjust filters with Group Layout
October 23rd, 2020 by Jessica Wert
![]() Infor Concierge is now your primary Support Portal access point Infor Concierge is now your âalways onâ 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 Please be sure to update your favorites/ bookmarks and use https://concierge.infor.com going forward. 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. Comments Off on Infor Concierge Announcement
August 31st, 2020 by Jessica Wert
![]() 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⌠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 – Create 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, OHÂ and Charlotte, NC. We provide implementation, integration, development and training for Infor CloudSuite CRM. We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994. Comments Off on Executive topic – Create clear expectations for sales success in CRM
August 26th, 2020 by Jessica Wert
![]() There are some exciting new features that Infor rolled out in this latest release. We are happy to see the many Activity updates. You can now make groups in Activities and assign several Opps, Contacts, Accounts and Tickets to an Activity. They also made workflows and alerts that can be triggered for CRM actions. Plus a great UI uplift with new colors and icons! Here’s what you can expect in the latest version of Web Client! Ability to associate multiple records to an activity, including: contacts, accounts, opportunities, tickets, and leads and now sales orders, quotes, campaigns, returns,and defects. Ability to associate multiple records with a note, including: contacts, accounts, opportunities, tickets, and leads and now sales orders, quotes, campaigns, returns, and defects. Fanning out recurring activity occurrences. Activities list view supports groups and standard list view features. New CRM Workflows provide configurable automated email notifications based on updated CRM content. Application Architect updates: Related Blog: v8.4.04 Fixes. 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. Comments Off on Infor CloudSuite CRM Release – v8.4.04
August 18th, 2020 by Jessica Wert
![]() Another great use for InboxGuru landing pages are creating Surveys. Gain customer feedback, product suggestions, reviews, and more. The Survey Report in InboxGuru landing pages is a feature that allows you to compare the data of your landing pages using your choice of several different graph types. Any landing page that has captured data from form completions will have data available on the survey report. You, as the user, also have the choice of which type of graph you would like to display data for each question on your form. This feature can be used with both Page Designer and HTML (My Website) type landing pages. When editing or creating a question on the form, you have a drop down of options. You can choose to graph that question or Do Not Display. For instance, you don’t need to graph names or emails.
You will then generate the graphs for each question you selected to report on. You can export to a PDF to share from this page as well. Would you like to discuss the bigger picture with Infor CloudSuite CRM at your company? Connect with a Simplesoft Consultant at support@simplesoft.net
Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton region and offices in Cleveland, OHÂ and Charlotte, NC. We provide implementation, integration, development and training for Infor CloudSuite CRM. We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994. Comments Off on Survey Reports on InboxGuru Landing Pages
June 30th, 2020 by Jessica Wert
![]() 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? Why do you need data stewards? What qualities should a data steward have? Related Blog Posts: Keeping Data Clean – Bulk Updates Follow 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 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 – Infor CRM Data Steward
June 13th, 2020 by Jessica Wert
![]() Last year Infor introduced the new Digital Assistant, a tool accessible from Infor Concierge, which is designed to allow you to search various Infor knowledge sources to help you quickly find answers to your questions. And, if it is not able to find an answer, Digital Assistant provides you with the ability to create a Support incident. Infor has been working to enhance this tool based on feedback from you, the customers. Some of the new features they have added are: Infor recommends you use Digital Assistant as the primary search tool to find answers. Itâs designed to be simple, intuitive, and quick. Just click on the âLaunch Digital Assistantâ link from the dashboard of Concierge and follow the prompts. Related Blog Post: Infor support â Do you know all thatâs available to you? If you would like a complete review of what support is available to you and how to navigate the different portals feel free to reach out to us 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. 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 Digital Assistant with Infor Concierge
June 2nd, 2020 by Jessica Wert
![]() Infor CloudSuite CRM web client provides a speed search option, the most important thing to know about this feature; it’s the only way to search across entities. The SpeedSearch feature gives you quick access to find Histories, Contacts, Accounts, Leads, Opportunities, Attachments and more that you search for based on a keyword. If your results are too broad you can use the Advanced feature to narrow down results. Important note: We don’t recommend setting maximum results to “All”, this can really bog down the CRM server. It is defaulted to 25 records and that usually finds what you need. Watch this quick video on basic navigation of the SpeedSearch option. Would you like to discuss the bigger picture with Infor CloudSuite CRM at your company? 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 region and offices in Cleveland, OHÂ and Charlotte, NC. We provide implementation, integration, development and training for Infor CloudSuite CRM. We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994. Comments Off on Advanced SpeedSearch – Infor CloudSuite CRM
May 9th, 2020 by Jessica Wert
![]() 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 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 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 Would you like to discuss the bigger picture with Infor CloudSuite CRM at your company? Connect with a Simplesoft Consultant at support@simplesoft.net
Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton region and offices in Cleveland, OHÂ and Charlotte, NC. We provide implementation, integration, development and training for Infor CloudSuite CRM. We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994. Comments Off on Create Notifications and Alerts Like a Pro – BPA Platform
May 5th, 2020 by Jessica Wert
![]() Using CRM is an integral part of your day-to-day business especially if your CRM is connected with your ERP. While you still may struggle with some users to adopt the process, we find Top Sales Performers want to be armed with tools that works and a process that’s efficient. Today, the âroleâ of sales is changing. Customers are shifting how they buy, limiting on-site sales meetings and changing what they expect from the sales organization. Ty Swain, CEO of Growth Dynamics, a global sales team analysis and selection company, noted, âAs we evolve through this Pandemic, customers will change what they expect from your sales team⌠they will seek increased âdigitalâ access to your people, products, services, and pricing. Your sales team will need to be armed with tools like CRM to manage prospects, support customer activity, or simply track accounts.â Additionally, establishing a âpictureâ of top performance in sales that defines the sales team structure, reward structures, performance metrics, and even leadership expectations will help you select, develop, and lead the ârightâ sales team. For the future, what will top performance in the role of sales require? To answer that, sales leadership will need to look strategically at their companyâs business goals, marketplace, sales force structure, competitive landscape, and future growth plans. This includes working to define your sales process, rewards structure, performance metrics, leadership expectations, and even territory alignment as it relates to team performance. Swain notes, âWhen Growth Dynamics guides leadership through this process, the picture of top performance is established that is specific for the role of sales at their company.â Swain also believes that once you define top performance, you can define a strategic, effective sales process for your team. This can then be integrated into all areas of the business, CRM being one of the most important. Having tools, like CRM, also helps the sales team and sales leadership stay accountable and focused on customer and prospect efforts. Top sales performers expect accountability and the best tools for the job. They need to have tools that align with a clear, well-defined sales process and provide ease of use, access to company data, and multiple points of access. When you utilize a CRM to advance leads through to opportunities and then to quotes and orders, it’s a smooth efficient process. Sales teams also appreciate the syncing of data from multiple sources, such as ERP. When you arm your sales team with right customer data, and tracking modules⌠ it leads to sales being closed faster at a higher value. So ask yourself, do you know what your sales team needs to become top performers for your company? Are you ready to equip them with the tools to remove roadblocks and foster a high performing sales environment? Want to learn more about building the picture of Top Performance for your sales team, reach out to Ty Swain or visit www.gdicorp.com Would you like to discuss the bigger picture with Infor CloudSuite CRM at your company? Connect with a Simplesoft Consultant at support@simplesoft.net
Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton region and offices in Cleveland, OHÂ and Charlotte, NC. We provide implementation, integration, development and training for Infor CloudSuite CRM. We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994. Comments Off on Top Sales Performers Want the Right Tools
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