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May 10th, 2016 by

Dear Paul,

Our Infor CRM Business Administrator is no longer with our company.  We need to get our new administrator up to speed quickly without disruption to our Infor CRM users.  What topics do you recommend be covered to train our new administrator?

Great question and we have a ready answer.¬† We can schedule Infor CRM Administration training almost anytime.¬† The roles that ‚Äúmake‚ÄĚ up the administrative tasks in the system range in complexity from technical administrator, data steward, power user, to a business administrator.¬† I even have one company where the President is able to perform the administrative tasks with ease.¬† We can help you get to the level that you want to obtain from basics to expert.

Here are the main subject topics to get a new administrator running at a basics level:

  • Administrative Overview
  • User Management and Security
  • Team Management and Security
  • Pick List Management
  • Group Management
  • Data Management

Infor CRM Training for Administrators

First, a good overall review of the administrative tools (LAN and/or web) with an explanation of the tools, and associated roles of the tools, is important.

Next, user management and the various tasks (add, edit, retire, etc.) is a fundamental training area.  This subject includes focus on creating and managing user profiles with an emphasis on security.

Team Management, if you’re using teams, would be an important subject combined with security.

Pick list management and a review of data management principles that corresponds with the proper management of pick lists would be next.

Lookups, groups, and various management tasks are important data segmentation subjects.  In the web, filtering data and managing the data for users.  Slicing and finding data easily is key to user adoption.

Data management tasks is a nice optional learning area.  Subjects covered here are developing training and policy to prevent duplicate data and how to update mass data when changes occur in your company.

There are many other subjects that can be covered but these are the basics to get you moving in the right direction.

Training is an important part of any information system and CRM is no different.  Make sure you provide the training to your administrators and they have the skills and experience to help your front office employees be successful.  Ultimately, we are here to serve you and empower your employees to serve your downstream customers.

” The secret of getting ahead is getting started.” – Mark Twain

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

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

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

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

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October 23rd, 2014 by

A few years ago I wrote an article on cleaning dirty data in your CRM system, See link for details on Dirty Data cleaned Dirt Cheap.  http://community.saleslogix.com/t5/The-Saleslogix-Journal/Dirty-Data-Cleaned-Dirt-Cheap-Guest-Blog-by-Paul-Hansford/ba-p/9974. The gist of the article is that data management needs to be a sustained activity that is accomplished over time and not a one-time event.  CRM Data management is like technology compatibility in the sense that it is an ever moving target.

Data does not have to be perfect all the time, but does need to be fit for¬†use in your sales operations cycles. Even if your CRM platform is backed up, updated, and managed on your behalf, your data management is an area that needs to be maintained and included in your CRM strategies.¬†¬†¬† A CRM tool is the central repository for the lifeblood of your business ‚Äď sales.¬† When your business is using your CRM tools (Mobile, Web, Social etc) well then it becomes a tool where dashboards, data lists, reports, become a way to help your teams win the heart of your customers.

What is clean high quality data?

The top five characteristics of high quality data are:   Accurate, Complete, Consistent, Unique, and Timely. These items can all be addressed with a system usage guide (user policy document) to ensure that everyone knows what is expected.

Data are of high quality if “they are fit for their intended uses in operations, decision making and planning.” (J. M. Juran)

http://en.wikipedia.org/wiki/Data_quality

Practical Steps to help your situation

  1. Establish usage guidelines for data entry (intelligent naming conventions)
  2. Confirm your integrated system are not creating data issues (E-mail, Social, ERP/Accounting, web)
  3. Confirm your imported data, is compared either before or after, and has not creating duplicates
  4. Assign a Data Steward (DS) to help advocate and educate on data compliancy
  5. Use the proper built in tools and 3rd party tools to assist
  6. Use experienced consultants to give you the jump start you need

We’re entering a new world in which data may be more important than software.¬†¬† Tim O’Reilly

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

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

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

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

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November 8th, 2012 by

I wanted to provide a list of some of the best resources to learn more about Sage SalesLogix.   We all learn in different ways so this list includes articles, blogs, videos, and face to face training. 

  • Sage SalesLogix Community – This Sage site is a SalesLogix Forum and includes blogs, a place to post and vote on new ideas, product forums, and resources.¬† You will need to register but I promise it is worth your time.¬†
  • Sage Customer Portal¬†– This site is for customers with current business care plans and includes a self- help knowledgebase.¬† ¬†Access to areas of this site are governed by your business care plan but it also includes areas where acting as a guest you can access information.¬†
  • Sage SalesLogix Webcast Site¬†– This Sage site provides the ability to register for live events and view archived webinars on various aspects of SalesLogix.¬†
  • The Official Sage SalesLogix YouTube Channel¬†– This is Sage’s official channel for Sage SalesLogix on YouTube.¬†
  • Sage SalesLogix University¬†– Register for Anytime Learning, Virtual Training, or Classroom Training from Sage.¬† There are great low cost Anytime Learning options that could benefit your entire organization.¬†
  • Simplesoft Blog¬†– Follow our Simplesoft¬†blog articles to learn more about Sage SalesLogix.¬† Search our site when you have a question about SalesLogix.
  • Simplesoft Training and Heartland User Groups Event Calendar¬†– Check our calendar frequently because we conduct free monthly CRM in Session events, monthly demonstrations of new SalesLogix features, and quarterly Heartland SalesLogix Users Group Events.¬†
  • Google and Bing are also good ways to search for a variety of resources on a specific topic.¬†

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

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

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

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

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September 7th, 2012 by

This has been a busy summer and a year of big accomplishments.  Two more employees at Simplesoft have completed Sage Implementation Consultant certifications.  We have added two new Sage SalesLogix Web developers and one system analyst to the staff along with a longtime employee completing his MBA.  

Hiring skilled consultants and completing Sage certifications were important to sustain growth and provide a high level of service for our SalesLogix customers.  I am very proud of my team!
 
If you would like to learn more tips or have a CRM topic you would like us to write about please contact Simplesoft Solutions, Inc. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

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

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

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

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November 8th, 2010 by

Sage SalesLogix v7.2 and higher has provided expanded flexibility in moving a Contact from one Account to another.  This is useful if companies merge, a contact’s account name changes, or if a contact simply joins another company and you want to maintain a business relationship.  Train your users how to use this feature and minimize duplicate Contact records in your database.  Moving Contacts in Sage SalesLogix

1. From the Contact detail or List View of the Contact you want to move select Edit > Move Contact to

Moving Contacts in Sage SalesLogix

2.  Select an Account using the To Lookup edit control value (respresents where the Contact needs moved)

3.  Click on the Move Options button to display the following options:

Option Descriptions

Copy Contact and Associate new Contact with original
Copies the Contact to a new account, leaving the original contact intact.

Move the Contact to the new Account
The contact is moved to the new account.

Use Address(es) and Phone(s) of new Account
Assigns the default phone numbers associated with the Account to the new Contact.

Keep original Address(es) and Phone(s)
Moves the Contact’s existing address(es) and phone number(s) to the new account.

Copy History related to Contact to new Account
Copies the history associated with the Contact and attaches it only to the Contact, not to the new account. (See Note above)

Copy Activities related to Contact to new Account
Copies all uncompleted activities associated with the Contact to the new Account.

Reassign open items to:
Specifies the Contact who will be responsible for open issues (Activities, Opportunities, and so on) previously assigned to the moved Contact.

When moving, reassign completed items to:
Specifies the Contact who will
be associated with completed items (Activities, Opportunities, and so on) previously assigned to the moved Contact.

Click OK

 
*** Each Contact move may require different choices based on the unique Account relationship.

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

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

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

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

 

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October 26th, 2010 by

I was asked by a client for some help with all the calendar features in Sage SalesLogix.¬† We use a format called Quick Cards (Qcards) to document business processes for training of Sage SalesLogix,¬† so I thought I would share my work with everyone.¬† Attached are two Qcards for the Sage SalesLogix Calendar.¬† Download and distribute to your users.¬† Call on us for Sage SalesLogix training help and check out our free monthly SalesLogix training webinars called “CRM in Session.”

SLX Calendar Qcard 2010-04

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

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

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

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

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August 20th, 2010 by

If an employee leaves your company, you should retire that user and not delete the user in SalesLogix. When you delete the user, it will associate the Notes/History records to an “Unknown” user. If you retire the user, the SalesLogix Notes/History records are permanently associated to that Retired User as well as freeing up a SalesLogix license.

Before you change a user to “retired”, be sure to do the following:

  • If the user owns any records, do a territory realignment.
  • If the user is an Account Manager for any Accounts, do a territory realignment to assign a new Account Manager.
  • If the user is a manager, reassign any users who report to him or her to their new manager or to the Administrator.

How to retire SalesLogix users:

  1. Login into the SalesLogix Administrator.
  2. Click the left navigation Users icon.
  3. Highlight a user and right-click and select “Change User Type“.
  4. Select “Retired User” from the DropDown on the popup dialog window.
  5. Click “OK“.

Sage SalesLogix Web CRM Retire Users

Sage SalesLogix Administrator - Change User Type

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

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

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

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

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March 31st, 2010 by

As a Sage Certified Trainer, I have worked with many companies to train end users.  I have learned some important patterns to be taught and reinforced for continued success of CRM within an organization.   When I do pre-planned follow-up refresher training with companies, I can tell how well the following items have been incorporated as best practices for Sage SalesLogix while working with the users.

1.  How to enter new (unique) Accounts/Contacts following your company’s business rules. Notice I said unique not duplicates!

2. ¬†How to record Sales activities, either scheduled or unscheduled, as History in Sage SalesLogix. By the way, I didn‚Äôt say enter ‚Äúnotes‚ÄĚ in Sage SalesLogix.¬† A¬†small but¬†high impact¬†decision I see users make is using the ‚Äúadd note‚ÄĚ feature instead of recording the activity properly as a phone call or meeting. These notes do not show up as completed sales activities when running activity reports out of SalesLogix.¬† It is the small things that¬†matter over time!

3.  How to record e-mails to History in Sage SalesLogix. This is extremely powerful integration yet an under utilized feature of Sage SalesLogix for newbies. I think a misconception may exist with untrained  users that they somehow lose an e-mail item from their Outlook sent items. This is simply not true. I also see an over dependence on Outlook; somehow people believe it is a CRM. Users must learn to trust Sage SalesLogix to record these e-mails and then how to quickly filter and search for something in the Notes/History area.

4.  How to keep data clean and update records to match your business processes. What happens when an Account goes out of business or a Contact leaves an Account? Do your users know what you expect them to do with the record to reflect those changes? Communicate often with your users and develop groups for them to meet goals and expectations,  like those Contacts with no e-mails, etc.

Call us to discuss Sage SalesLogix training and ways to reinforce best practices in the use of Sage SalesLogix.  Just like in sports, it is important to understand the fundamentals and drill them often to form automatic habits.

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