‍Exploring the Power of Grouping Data: A CRM Guide

Introduction to CRM data 

Where the data comes from is sometimes part of the hardest to define in any data driven software. We'll set the stage by understanding what CRM data truly is and we will explore the various types of data stored within Infor CRM  

A good way to understand how the data is related in the CRM is like a spider web that circles a single middle point with lines extending out from the center connecting all the parts of the web. Infor CRM is exactly like that with the Account at the center and all the connecting pieces of the account’s information connected by the spreading lines.  So no matter where you are in the CRM you can trace back to the account and to other data in the system.  Nothing in the CRM is isolated. we'll set the stage by understanding what CRM data truly is. We'll explore the various types of data stored within a CRM.

A web with text on itDescription automatically generated

Group Building Techniques and Data

Dynamic vs Ad-Hoc groups
  • Dynamic groups automatically update based on changing criteria, while Ad-Hoc groups maintain a fixed set of members. There are specific use cases for both types.  Dynamic groups will pick up current changes in the CRM allowing you to see real-time updates and information.  Some examples of Ad-Hoc are marketing endeavors, data clean-up, and point-in-time communications. 
  • Group conditions permanently filter the data results.  So every time you open the group you see the data related to the selection of information, like YTD sales or open opportunities.
  • Literals allow for a condition in a group that is pre-built for a specific use.  For example, a literal used against a date field can give you YTD values, or a Last week literal will give you results restricted to the last week.
  • Group filters are used outside the group and are applied by each user without affecting the underlying group.   So each user can add additional segmentation to the data without any other user seeing the changes.  For example, a salesperson in the southeastern states can filter a YTD sales order group to just his states or to just his accounts.

Our upcoming webinar is designed to equip you with practical knowledge that can transform the way you interact with your CRM data.

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