The Power of Groups in Infor CRM

Are you looking for a way to effectively manage your accounts and contacts in Infor CRM? Groups are the perfect solution. By utilizing groups, you can streamline tasks and save time, allowing you to focus on what matters most – growing your business. Let’s dig into the power of Groups in Infor CRM. 

Groups in Infor CRM are a powerful tool that can help organizations streamline their account and contact management tasks. Groups provide a way to manage access to records quickly and easily, segment users into teams, departments, or customer categories, and streamline the overall process of managing accounts and contacts. With proper configuration and use of Groups, businesses can take advantage of their data more efficiently.

With group segmentation, you can tailor your marketing messages and campaigns to specific customer segments. By selecting the appropriate group, you can send targeted emails, newsletters, or promotions to a particular subset of your customer base. This level of personalization can improve the effectiveness of your marketing efforts and enhance customer engagement. Groups can also be used to streamline and prioritize sales activities. For example, you can create groups based on leads or opportunities in different stages of the sales pipeline. This allows sales teams to focus on high-priority leads, track progress, and efficiently manage their sales efforts.

Using Groups also helps streamline the process of managing accounts and contacts in Infor CRM. By categorizing customers into groups, you can provide better customer service. For instance, you can create groups for VIP customers, high-value accounts, or customers with specific support needs. This enables your support team to deliver personalized and timely assistance to different customer segments, ensuring a high level of satisfaction and loyalty.

Finally, Groups provide a convenient way to analyze and report on specific subsets of customer data. You can generate reports and analytics based on different groups to gain insights into customer behavior, purchasing patterns, or campaign effectiveness. This data-driven approach helps you make informed decisions, identify opportunities for growth, and optimize your overall customer relationship management strategy.

Group set-up can be both complex and time consuming, and it's important to get it right. Ultimately, having a CRM expert on hand during your Group set-up process can save you time, effort, and money – so don’t hesitate to reach out if you need assistance! At Simplesoft, we’re ready to help your organization turn data into a business advantage through the use of Groups – contact us today, we’ll train you the first time or two and from there you’ll be managing groups like a pro!

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