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August 23rd, 2016 by

Mark PeroneIn my last article we took a journey to a company implementing new CRM software. Fast forward a few years and many of you have walked this next path we are wandering down. On this imaginary (or may be not so imaginary) trip you realize your managers are once again using spreadsheets to collect and analyze sales data and your users are frustrated with the amount and frequency of information they are required to provide. They are asked to use CRM and enter data into the many spreadsheets and email requests they receive from different departments.

This is the scene in the majority of CRM deployments. Why?

bigstock-Back-view-of-businessman-drawi-50087996

Fully developing a CRM Solution has 4 parts:
Strategy, People, Process and Technology
Once an organization gets a good sense of its people and assigns roles within the CRM implementation team, the next phase in the Balanced Scorecard Approach to Customer Relationship Management is a serious look at how the processes within the contributing departments line up. The majority of our focus helps organizations bridge gaps from where they are today, to where they want to be. Before we can truly get a solid return on investment, by streamlining work flow and making tasks easy to complete within a given job task silo, some observation is needed. Let’s talk about process orientation in The Simplesoft Solution.

Process: Activity to Progress
Fundamentally, CRM is a group of people processes captured in a familiar environment. By design, the CRM environment is acted on by multiple perspectives such as Marketing , Sales, Customer Service and Accounting. The successful CRM driven organization will take a comprehensive inventory of what happens in a sequential order. This allows a company to capture activity that supports progress.

First Steps: Know the strengths and weaknesses of your workforce. Once you decide who is going to be in your work groups and an impromptu assembly line starts to establish itself. Aligning people by job task for practical efficiency isn’t the simplest of change management exercises, but it is the most effective way to evolve progress without squandered activity. By assigning people similar duties, each person should start to depend on the information presented by the person preceding their job task. This creates a natural course of accountability and helps you stay more focused on comparative job task analysis.

You might consider outside help with the breakdown of organizational activity to guide process orientation. Because our products have intelligent flexibility native to their functional workflow, nearly any company can adapt current workflow into our software solutions. Built into our software suite is the unique perspective of the user from varying organizational silo’s accessing our solution. The Simplesoft Solution is positioned to leverage the activity of your company from the top down or bottom up.

What this means to you: System use for every representative level in your organizational hierarchy is provided a place at the enterprise software table. We have high level big data visibility down to work in progress insights to orient standard users on predetermined key performance indicator dashboards. Many of our clients have found the starting point for CRM implementation is mapping out organizational processes.

Mapping out your process
What pain points in your business processes does Infor CRM need to fix? (Defined Progress)
We recommend mapping out the flow of each step in your current organizational processes to help define how they will be managed in Infor CRM. This presents a collaborative opportunity to gain clarity on how well your processes are currently working. Additionally, your group will identify how Infor CRM can improve efficiency, often by removing duplication of effort and applying greater process automation. Simplesoft can provide a wealth of expertise to support re-engineered work-flow by utilizing Infor CRM functions to elegantly organize and achieve your defined goals.

Look for more articles in our series ‚ÄúThe Rear View Mirror‚ÄĚ and learn more ways to improve CRM adoption from Simplesoft Solutions. We will focus future articles on each pillar of Strategy, People, Processes, and Technology.

If you need help upgrading to Infor CRM v8.3.0 or Mobile 3.4.0, let us know! We can assist in a minor capacity or provide all the technical heavy lifting.

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

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

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March 10th, 2016 by

Teri Unger will be conducting quarterly web training sessions for Infor CRM Technical Administrators called Tips, Tricks, and Tools. This blog article chronicles one of her tips from the February session. She created this summary, Teri’s Tips,Trick, and Tools – February Session for your reference. Plan to attend the May session by registering here.

TIP: Default Groups

Applies to: New or existing users

Platform: Web/LAN

Benefit: All detail pages (entities) in LAN or WEB build based on a group.  When entities have defined groups that are SMALLER in record count this significantly decreases the page load speed since a smaller set of records has to be loaded before the page can display.

Notes: Always set the groups to a smaller set, like a MY group or latest.¬† The ‚ÄėALL‚Äô groups should be avoided.

The main considerations for most users will be Account, Contact, Opportunity, Lead, and Ticket.

All users, including admin, should have entity groups defined.

Users can set their own in Tools > Options > Lookups & Groups. Admin can set groups in the Administrator program under each user profile.

LAN user:

WEB user:

Caveat: web users MUST set their own default groups as it is stored in a web configuration file within the web client.¬† This means that the settings are LOGGED-IN user specific. Notice that the default for a new user comes in with the ‚ÄėALL‚Äô group selected.¬† This NEEDS to be changed!

ADMINISTRATOR user profile:

Open a user profile > Client Settings tab

These settings ONLY apply to a LAN user.

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.

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

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December 8th, 2014 by

One of my associates found the reason for some major slowness in certain areas of the Saleslogix Network application.  In case you noticed a drastic change for the worse with Saleslogix performance on your laptop back in November, there is a Windows Update to blame. The procedure below corrects the issue but removes the Windows Update.  Hopefully, Microsoft will create a fix to their patch.

http://www.infoworld.com/article/2848574/operating-systems/microsoft-botches-kb-2992611-schannel-patch-tls-alert-code-40-slow-sql-server-block-iis-sites.html

Assuming Windows 7 the instructions are below:

To uninstall the patch, navigate to Control Panel -> Programs -> Uninstall a Program -> View installed updates

or Start |  Run:  then paste the following:  Control Panel\Programs\Programs and Features

From here, type in ‚ÄúKB2992611‚ÄĚ in the Search box in the upper right.

Right-click the update and select ‚ÄúUninstall‚ÄĚ.

You’ll probably need to reboot your laptop after the uninstall.

After the reboot, go to Start -> All Programs -> Control Panel -> System and Security -> Windows Update.

Control Panel\System and Security\Windows Update

In the list of required updates, find the pesky update with ‚ÄúKB2992611‚ÄĚ in the name. Or run Windows Updates if needed.¬† Right-click the patch¬†and chose Hide . This should prevent it from installing again automatically.

Test your application and it will be running at pre-patch speeds again.

I’m never fully satisfied with any Microsoft product. — Bill Gates

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 Users Group Events.

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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.

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

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October 21st, 2014 by

If you don‚Äôt have a Sales Process, may I ask what’s the hold up?

Last week¬†we had a training session during the Heartland Users Group event that involved implementing a custom¬†sales process and using it to create a custom web dashboard.¬† Infor CRM‚ĄĘ (Saleslogix) allows custom processes to be created with as many tasks for each stage that is required to fulfill the sales process defined by your company.¬† We, at Simplesoft, are not an advocate of a particular sales process, but we do enable you to utilize any sales process by showing you how to use the Saleslogix tools.

A defined sales process with specific tasks and timing can increase your closure rate and decrease time to close.  Making that sales process user-friendly is the key to buy-in from sales reps.  That’s where Saleslogix can help.

Initiate the process by defining your goals for each Stage and Step in the process.

Does the sales rep need to send a standard email then follow-up with a phone call 2 days later?  You can schedule that in Saleslogix and it takes the guesswork out of the task.  Include a template with a rollover activity set up directly in the process.  The user just selects the contact; the rest is done for them.

What has just happened?  You have regulated the communications to the customer.  The history is recorded in Saleslogix.  Everyone that touches that account knows which contact has received what communication, and what steps are next.  In other words, control.  If you do not have a user-friendly sales process then your processes are only as good as your salesperson. And this is just ONE step in a sales process.

Enter those processes into the Saleslogix tool in the Architect or the LAN client.  Create as many as you need to fulfill your sales strategy.

Release the Sales Process to users.

Here is a sample sales process with Stages and Steps:

Measure and refine.

On the other end of the process is measurement.  Setting a process in place with specific steps is critical but measuring the success of that process is essential for improving.  You can measure the Saleslogix sales process with the Web Dashboards.

The web dashboard is a tool that utilizes filters. As you build a dashboard widget you choose filters to either group or define the widget display.

With a custom process you have to create a new filter for the dashboard so that the web client will display it on the dashboard widgets.  There are a few steps and we recommend you open the standard (Stages) filter under the Saleslogix Entities to review the settings. Notice: This is not a recommended task for everyone. This is written for experienced developers.

  1. Open Application Architect
  2. Project Explorer>Entity Model>Packages>Saleslogix Application Entities>Opportunity>Filters
  3. Open the STAGE filter and review settings.¬† Take note of the ORDER of the stages in the current sales process. Review the properties of the filter (‚ÄėAnalytics Description‚Äô , ‚ÄėAvailable for Analytics‚Äô = True)
  4. Right-Click on the Opportunity Filter folder and ‚ÄėAdd New‚Äô
  5. Enter the fields as needed (similar to the STAGE filter)
  6. Save the filter and you should see it appear in the list under opportunity filters in Application Architect.
  7. Once your items are entered and ready, you will need to do a ctrl build/deploy for the changes to be released to users.
  8. Troubleshooting tips: If the new filter is not showing on your widgets then clear the cache on the browser and/or reset IIS.

If you are interested in more information on Web Dashboard and Sales Processes, please contact us and we will be glad to assist you.  The information included in this blog is not intended to be a complete step-by-step process as each dashboard and sales process is unique to each business.

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.

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

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November 29th, 2013 by

With amount of information each of us encounter on a daily basis, the last thing anyone needs is more information to dig through. So, have you ever wondered if there was a way to limit the extra emails being logged in the history tabs for your own employees? (This does not affect the drag and drop functionality) Follow this process, and you will be well on your way to reducing the volume of emails you have to dig through.

Step 1: Log on to the Administer.

Step 2: Click on the TOOLS menu, and then OPTIONS.

Step 3: Once a window pops up with multiple tabs on it, select the OUTLOOK tab.

Step 4: Check the checkbox, (if unchecked,) for ‘Activate Advanced Outlook Integration’ and 3 buttons will become active at the bottom: ¬†‘Add’, ‘Edit’, and ‘Delete’.

Step 5: Click the ‘Add’ button and enter the domain address for your company (like simplesoft.net for us).

Step 6: Click OK, then remove the check box for ‘Activate Advanced Outlook Integration’.

Step 7: Click ‘OK’ and close Administrator.

Now when anyone copies several internal people, while sending customers email, the emails will only be saved on the actual contact/account to whom it is directed.

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 Saleslogix Users Group Events.

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November 2nd, 2012 by

Some suggested answers for installation of MS SQL Server for SalesLogix

The MS SQL/ Windows installation is something we assume will be installed when we start the installation of SalesLogix, but often times we are asked to provide  installation recommendations.  We are glad to offer such information to help the installation of SalesLogix go more smoothly. 

When MS SQL Server is installed there are a quite a few services that can be installed like: Database Services, Analysis Services, Reporting Services, Notification Services, Integration Services, Client Components, Documentation & Sample Data.  Most of them are not needed for a successful SalesLogix deployment.

Here is the minimum recommendation for SalesLogix to run properly.

Say yes to the following options:

Under Instance Features: Database Engine Services.  Under shared features: Client tools Connectivity , Client tools backwards Compatibility, SQL Server Books online, Management tools Рbasic and complete, the two SDK options are fine.  The rest are not needed, but are optional.

Use Mixed mode for the security model; record the SA user password for database creation and for best management practices.

The other installation screens are typically defaulted for normal Sage SalesLogix usage.

We typically recommend the default instance, unless there is some need to separate applications for shared services or some other unusual factor.

Once the database is restored for SalesLogix, make sure the other servers/workstations have the appropriate SQL Native Client and the database is set to the proper compatibility.

‚ÄúThere is an option still left to the United States of America, that it is in their choice and depends upon their conduct, whether they will be respectable and prosperous or contemptible and miserable as a Nation‚ÄĚ
 George Washington

 

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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October 30th, 2012 by

The Web Forms Designer is one of the most anticipated features in Sage SalesLogix v8.0.¬† Giving the administrative user some control in adding fields to the forms has long been a request from our customers.¬† It’s HERE!¬† We think Sage has taken a great balanced approach to putting¬†control in the hands of administrative users with regards to custom fields but done it in a way to maintain data integrity.¬† Data integrity is maintained because the fields that can be added are¬†ones¬†already developed in the database and¬†the field¬†properties¬†that can be changed¬†through the¬†Web Forms Designer are limited.¬† The flexibility to the Administrative User is still tremendous¬†over common¬†changes like caption names and adding relevant fields that have been in the database for years, but are not commonly exposed on the forms, ¬†such as Account Number field.¬† This gives the non-development administrative user more control!¬†

SalesLogix v8.0 Web Forms Designer

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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January 17th, 2011 by

An Administrator writes:

Dear Paul,

Are there any issues with giving a SalesLogix user the ability to delete ‚ÄėContacts‚Äô¬† in the LAN client?

Answer:

There are two philosophies on how to do this.  The first is to create a policy and to keep the permissions as an Administration function or secondly to just provide the user with the capability.  There are pros and cons to both.

What I mean by policy is to add an item to the contact/account status pick list with a value¬†of ‘Delete’.¬† Next, have the user provide a note explaining the reason¬†on why it needs to be deleted or archived to team that only the admin user can access.¬† Then the Administrator can¬†review a group based on the status field of delete on a periodic basis and take appropriate¬†action.¬† Creates work on your part, but pretty easy.

If you provide the user the ability to delete contact, account, etc.¬†(Administrator | user profile | Security tab and feature security tab to adjust the delete item menu access)¬†then you will not have to monitor the group or take action.¬† But if the user deletes an account or contact by accident that is very important then you will¬†need to restore a copy of the database with a new name.¬† Then use a tool called ‘Group Copy’ to bring the data back into the production database.¬† This takes time also and is a reactive way to manage your system.

I tend to prefer the first option of creating an admin policy.  It creates more maintenance work for me but is proactive data management.  It prevents headaches from data loss and working in emergency mode (reactive).

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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