5 Ways to Avoid the Pains of Being Orphaned by Your CRM Vendor

Posted by Dick Wooden

First of all, what does it mean to be orphaned by your CRM vendor? 

In short, it means that your CRM vendor sold you on a CRM product and for one reason or another (which we talk about here) forgot about you.  Are you feeling left behind?

Of course, it’s no secret that choosing the right CRM vendor can be a difficult decision to make, especially if it is not approached with a clear strategy. There are so many things to consider. There is determining your own business needs, but there is also the task of figuring out what you should look for in a vendor to determine if they are able to meet those needs. This is the first step to avoid finding yourself orphaned by your vendor, like so many other businesses. 

Read More

Topics: Business Visualizations, Make your business work smarter, Business success with CRM, Strategic Business development, Trusted Advisor, Customer-Centric Strategy, Business traction, Well Used CRM, Business Process Automation, Purpose Build CRM, Infor CRM Specialist, Infor CRM Success, Vision Realization, Best Practices, CRM Orphan

Equally Different - Infor CRM

Posted by Dick Wooden

"Equally Different" is a term that is helpful to describe the capabilities and benefits of a business solution to attract, keep and develop profitable customers. A long-term business system that is created with Infor CRM and its business partners for a business like yours.

F. Scott Fitzgerald is quoted as saying, "The test of a first-rate intelligence is the ability to hold two opposed ideas in mind at the same time and still retain the ability to function."  Imagine how beneficial that is for a person. Such a person can get a quicker, more complete picture of the situation. This capability allows the person to consider the advantages and disadvantages of one idea and then quickly move in their mind to the other, without bias holding back progress.  This human capability of holding opposing thoughts also allows the expansion of possibilities from divergent thinking followed by a clearer ability to come up with the converged thinking to that better final answer.  Wow - that is highly valuable in any business! 

So how can something be equal but also different?

This concept can be related to parents with multiple children.  In my case, my wife Carlie and I are proud parents of two daughters that we adore and love equally.  We are proud of each equally for the way they have turned into responsible and caring parents themselves.  Our daughters are also very different in their personalities, in their motivations and how they interacted with others.  Each has different strengths they use daily for making decisions and managing their personal and professional lives.

Read More

Topics: Tailor made CRM, Adaptable CRM, Make your business work smarter, CRM benefits, Customer-Centric Strategy, CRM Strategy, CPQ:Configure-price-quote, Infor CRM, Infor Mobile, Salesfusion, Smart marketing automation, Purpose Build CRM, Infor CRM Xbar

Richer information when linking Outlook Activity to Infor CRM

Posted by Dick Wooden

One of the newer Microsoft Outlook integration components with Infor CRM is at the activity record. Now a scheduled activity in Outlook can easily link to richer information in your Infor CRM.

Infor CRM Activity Task Pane

The Infor CRM Activity Task pane displays Infor CRM information related to the Microsoft Outlook appointment. Use this task pane to add linked Infor CRM information to an Outlook appointment so that when the activity is created in Infor CRM, the activity will be associated with the appropriate Infor CRM records. For example, contact or lead.

When the new or an existing Outlook appointment is open the bottom of the form displays the Infor CRM Activity Task pane.  If the pane does not display, select the Outlook Appointment ribbon, click Activity Task Pane. If this option is not available, verify that Infor CRM Xbar for Microsoft Outlook is installed and configured properly.

Read More

Topics: CRM user adoption, Flexible CRM, Make your business work smarter, Know your customer, Outlook Integration, Perspective Improvement, Infor CRM, Well Used CRM, Activity Management, Infor CRM 8.3, Best Practices

Breakout of the typical customer experience - using CRM

Posted by Dick Wooden

Compare the typical customer experience to what the customer actually desired

This Temkin Group video shows the importance of emotion when it comes to an organization's approach to customer experience. Visit the Customer Experience Matters blog for more information on emotion: https://experiencematters.wordpress.com/

Read More

Topics: Customer Experience Improvement, Customer loyalty, Employee engagement, Make your business work smarter, Customer Service Improvement, Empower CRM Success, ROI, Service Issues-Resolution Ticket, Professional Services CRM, Well Used CRM, Make CRM Stick

Keys to CRM Success - Building a Successful CRM Evaluation

Posted by Dick Wooden

Previously we have discussed How to choose CRM software - starting point guidelines and a road map in getting started in your CRM discovery journey, The following article expands on this topic from our friend at Infor: Erik Tavenner, Solutions Consultant.

Benjamin Franklin, the father of time management, once said, “Failing to plan is planning to fail.” In that spirit, you need to consider planning as a critical element to your CRM evaluation.

Why so critical and how do you it?  Let’s take a closer look.

Industry research:

It is important to do your diligence and see what the industry is saying about the competitive landscape. It is rarely the deciding factor, but can be a great launching point to narrowing down a short list.

  • Ask who the leaders are in the market?
  • Find third-party research resources available with CRM vendor evaluations
  • Decide if you are looking for a vertical Niche solution or the most ubiquitous easy to use solution

Download  Nucleus Research: CRM pays back $8.71 for every dollar spent

Read More

Topics: Customer Experience Improvement, CRM user adoption, Adaptable CRM, Make your business work smarter, CRM benefits, Customer Service Improvement, ROI, Infor CRM, Infor CRM Success, Worth of CRM, Make CRM Stick

Grow Smarter - CRM Integration for Greenhouse Nursery

Posted by Julie Cooper

Using CRM to Extend Existing Key Business Strategy

A recent client is well known for their great customer experience in obtaining accurate pricing, product
availability and ease of placing orders. 
Their Picas Greenhouse Production software capabilities handle financial, inventory, shipping, logistics planning, production, and wireless warehouse management.  


The production software did a good job with taking their product and getting it to the customer. However, the relationship communications with their customers were lacking. There is a need to have a systematic approach to consistently attract, retain and grow profitable customers. There was a need for the core capabilities of CRM - customer relationship management system.  An integrated systems approach is required in today's connected world.

Read More

Topics: Customer Communications, Adaptable CRM, Make your business work smarter, Insight Knowledge, CRM benefits, Acquire-Retain-Develop, Customer Retention, CRM understanding, Unity of knowlege and action, Infor CRM, Well Used CRM, Purpose Build CRM, Infor CRM Integration, ACT, ACT integration

Rescue trapped knowledge in your CRM

Posted by Dick Wooden

Avoid the Risks of Lost Knowledge 

Is there years of information in your CRM that seems hidden?

Does it take an person in IT to generate reports?

Need to translate those digital 1's and 0's into accessible knowledge?

Have you ever felt that you CRM has years of knowledge built up and you need easy ways to get at the information?

You need a way to perform a rescue?

With an adaptable, well-designed CRM system there is light at the end of the tunnel. 

Read More

Topics: Knowledge transfer, Knowledge Capture, Make your business work smarter, Better Decision Making, Insight Knowledge, Integrated Business, Know your customer, Business Intelligence, Unity of knowlege and action, Infor CRM, Infor CRM Xbar

Know more, Sell more when CRM works with you

Posted by Dick Wooden

Two thirds of this year is gone! The dog days of summer are ending.  Only one third of 2016 is left to make an impression.  Enjoy the following resources to make this year one to remember

The Pipeline

Tired of the same old emails with the same tips and tricks about selling that you’ve seen over and over again? Well, we are too. This newsletter will be different; different because we will bring you relevant and timely sales nuggets to help you grow your pipeline and be the sales beast we know you are.

Let’s get things started with a look at how many sales engagements start—the elevator pitch. Take a look at “How to give a flawless elevator pitch” from Inc. and see how you can improve your elevator pitch.

Going up - giving that flawless elevator pitch >>>

Read More

Topics: Customer Experience Improvement, Unique selling prosposition, Social Media Use, Make your business work smarter, Sales Productivity Improvements, Sales strategy, Selling Smarter, Infor CRM Specialist, Infor CRM Success

Change the way technology works with Infor ION

Posted by Dick Wooden

Who would not want to have a much easier way to:

  • Drive productivity
  • Eliminate informational silos
  • Improved exception management and
  • Achieve unparalled end-to-end effectiveness?

It can be done with Infor ION...

Purpose-built middleware. 

If your business is like most, the organizational systems you use have evolved over time, creating a complicated technology landscape. Disconnected systems and information silos result in inefficiencies, costly maintenance requirements, and ultimately—missed opportunities.

Read More

Topics: Integrated Business, Accounting integration, Infor CRM, CRM and ERP Integration, Infor CRM Integration, Infor ION

More Wins and Effectiveness with One Integrated System

Posted by Dick Wooden

Selling could be more Effective

While visiting with a growing small business founder and CEO recently, Robert mentioned that one of the key challenges in the business was to have a more integrated system and not so many parts and pieces that are not talking with each other. There were segmented groups of people (silos) that were not working as a fully functioning team.  Information with one group was not easily shared with another group.  Robert wanted help in designing and creating an "integrated CRM system".  He had read the Aberdeen Group report that "businesses integrating disparate systems enjoy an 88% greater year-over-year increase annual revenue compared to others".

Read More

Topics: Adaptable CRM, Make your business work smarter, Better Decision Making, CRM benefits, QuickBooks Integration, Integrated Business, Accounting integration, CRM Strategy, Outlook Integration, CRM and ERP Integration, Worth of CRM, Infor CRM Xbar, Infor CRM Integration, ACT integration

Print Friendly and PDF



Learn How to Grow Your Business Through One of Your Most Powerful Business & Sales Tools

Learn How to Succeed with CRM

People First CRM  


see all

Office: 269-445-3001 

Headquartered in Southwest Michigan, we serve clients across the US and Canada.

youtube twitterlinkedinfacebookgplus print

© 2016 All Rights Reserved.
Legal Disclaimer