Inbox Guru for Infor CRM - customer feedback - new features

Posted by Dick Wooden

One of the helpful capabilities of Inbox Guru is that the results of campaigns and web page visits becomes part of a contact's record in Infor CRM as a history record.  Therefore, you can use history records for analysis and decision making. Use this data to get instant feedback on who is reading your emails and web site content. Because of the flexibility of Infor CRM you can create a 'main view' of historical records, have various history groups and apply filters.  

Here we show the history group "Latest InboxGuru" created records.  The view shows the date of the activity, company account name, contact information, campaign name and so forth.

With the flexibility of Infor CRM web architecture, filters can be created to easily show less and less records for various conditions. In the group above of Inbox Guru history records we can filter to only show a specific category such as email campaign versus web site activity.

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Topics: Adaptable CRM, Make your business work smarter, eMarketing Effectiveness, Marketing Effectiveness, Know your customer, Acquire-Retain-Develop, Well Used CRM, Infor CRM Updates, Smart marketing automation, Purpose Build CRM, Infor CRM Specialist, Infor CRM Integration, InboxGuru

What's new with Infor CRM, mobile and Xbar for 2017

Posted by Dick Wooden

The main Infor CRM software product has new updates every two months and here are the latest updates for 2017 as of March with Update 06. Also released where updates to the Infor mobile client and the Microsoft Outlook Integration and Infor Xbar panel.

View "What's new and useful in version 8.3" here

View "What has changes in version 8.2"

Highlights include performance improvements such as the new Favorites for groups and in exporting lists of records. There are updates to Xbar with Outlook Integration, including drag and drop functionality for all browsers and not just Microsoft IE. Finally, with every release Infor corrects open issues and defects from prior versions.

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Topics: Outlook Integration, Saleslogix Xbar for Outlook, Infor CRM, Infor Mobile, Infor CRM Updates, Infor CRM Education, Infor CRM Specialist, Infor CRM Success, Infor CRM Xbar, Infor CRM Integration, Infor CRM 8.3, Infor CRM Support, Infor Contour

Why You Need to Rethink CRM?

Posted by Julie Cooper

To Save Time in Your Sales Process

It would be nice if you could make a single sale and have the revenue sustain your company forever. But in order to grow your organization, a steady stream of income is required.

When a company first starts out, there probably isn’t much of a sales process, or team, in place. The one or two sales hires target prospects, introduce them to your company, and close deals according to their own preferred methods.

However, as your business grows, sales leaders will need to implement a repeatable, scalable process to turn a trickle of income to a steady, predictable stream. With all salespeople using the same systems and playbooks and adhering to the same process, the sales organization becomes a well-oiled machine instead of a Frankenstein-esque contraption stuck together with duct tape.

What’s the secret to accelerating sales growth? While people and process usually precede systems, sales is somewhat of an exception. The right customer relationship management system (CRM) can actually help empower people and define process.

Learn how a CRM system can accelerate your business’ growth, bring in profitable, happy customers, and enable your sales team to sell better and faster. 

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Topics: Inbound marketing, Business Growth Enabler, eMarketing Effectiveness, Sales Productivity Improvements, Sales process, Selling Smarter, Sales Enablement with CRM, Infor CRM, Smart marketing automation, Infor CRM Specialist, ACT, ACT integration, sales acceleration, InboxGuru, HubSpot Sales Pro

10 Things You Can Do to Accelerate Selling to Revenue

Posted by Dick Wooden

Make every seller your best seller

Sales acceleration is about making the most out of every point of contact and conversation.  It's about knowing the right information about the contact to carry on a valuable conversation for both parties.  This information would and should be found in your well-used CRM system.  Sales acceleration with CRM means unleashing the capabilities of CRM for your sales, marketing and operations to smartly grow revenue for the business.

Selling is deeply personal. Companies will leverage our "Success with CRM experience" to design a personalized experience for their team as they learn, sell and grow. - getting the best results from their CRM. A well-used CRM system helps small to medium sales teams grow their revenue by creating a human-friendly experience for sales reps and the people they are selling to. We can help create a truly unique experience - designed for your sellers.  Sales acceleration becomes the expressway to sales excellence.

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Topics: Sales Productivity Improvements, Sales Improvement Areas, Value creation selling, Selling Smarter, ACT! Success, Sales Mgmt Improvement, Sales Enablement with CRM, Infor CRM, Infor CRM Specialist, sales acceleration, HubSpot CRM, HubSpot Sales Pro

Close more sales deals with less work

Posted by Dick Wooden

CRM for the sales person, first....

HubSpot Sales is the all-in-one sales solution that helps small to medium sales teams grow their revenue by creating a human-friendly experience for sales reps and the people they are selling to.  It is built to work with the free HubSpot CRM and extend the platform. It includes sales acceleration and productivity features that seamlessly integrate with the rep's Inbox (Outlook/Gmail), and HubSpot marketing.

HubSpot Sales is focused on power of collaboration found in a sales team.  Teams make happier, stickier, and more successful customers. This system is focused on actual growth and value.  Tactics like email guessing, web scaping, and purchasing lists can fuel a fire -- but not one that's built to last.  HubSpot Sales is designed to strengthen relationships, build trust, and create genuine value for sales teams and the people they are selling to.  It is a People-First Customer Relationship and Sales System.

HubSpot Sales is all about bringing a human connection to an industry that's historically been seen as smarmy, untrustworthy, and generally disliked.  We can contest to the fact that HubSpot has been on a mission to create a delightful, convenient, and enjoyable experience for buyers and the sales teams that are selling to them. Success with CRM Consulting, Inc. selected the HubSpot Inbound marketing system over 9 years ago, and have witnessed the folks at HubSpot build an engaging platform for Marketing, Sales and CRM integrations.

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Topics: HubSpot, Simply Smart Working, Adaptable CRM, Make your business work smarter, CRM benefits, Sales Productivity Improvements, Selling Smarter, ROI, Worth of CRM, CRM Simplification, sales acceleration, HubSpot CRM, HubSpot Sales Pro

CRM Implementation: Focus on the "How"

Posted by Dick Wooden

3 CRM strategies that require you to think about the "How"

Transitioning from organizing prospect and customer details in a contact management system to adopting a customer relationship management (CRM) system is a considerable shift in how your business operates. But focusing on the “how” in your CRM implementation, which is nearly as crucial as the “what,” makes this transition easier. By “what,” we mean “what” you expect CRM to do for your business. The “how’ becomes so important because your CRM needs to be implemented in such a way that it meets your expectations. It really does you no good to have expectations that your CRM will deliver specific results, yet not have a CRM partner with the expertise to implement, and in some cases, customize your CRM system to meet those expectations.

There are at least three areas that deserve great attention during implementation where when you focus on the “how,” you give yourself the greatest potential to have success with your CRM. These are examples of CRM strategies that require you to think about the “how.” 

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Topics: Customer Experience Improvement, CRM user adoption, Make your business work smarter, Business analytics, ROI, Unity of knowlege and action, Well Used CRM, Infor CRM Specialist, CRM Simplification

The Powerful Value of CRM Simplification

Posted by Dick Wooden

Making the Complex Simpler

Your business needs can be complex, but simplifying with a good customer relationship management (CRM) can help to alleviate the challenges of trying to manage them. The value of simplifying with CRM can be realized when as part of your CRM strategy, your focus is also on simplification when it comes to design, the way it’s used, the ways it’s customized and enhanced for project management, how it generates reporting and invoicing, and at the end of day how it helps your business add value to your customers.

Success with CRM should be easy and simple with the user experience at the forefront because CRM success hinges on user adoption. Without user adoption, CRM is obsolete because it is through adoption that users gather the data that makes CRM valuable first to the users and then to your customers. If a member of your sales team find that there is excessive data in the system that makes finding important information difficult, they may abandon using it all together for a much easier option— particularly if they are already accustomed and comfortable with that other option.

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Topics: Reimagine the way you work, CRM user adoption, Tailor made CRM, Results Gained with CRM, Simply Smart Working, Adaptable CRM, Make your business work smarter, Productive Improvements, Adaptability Tips, CRM Strategy, Infor CRM, Well Used CRM, Purpose Build CRM, Infor CRM Specialist, CRM Simplification

Get daily insight into who your emails reach and when

Posted by Dick Wooden

A sales cycle if full of unknowns.  We can clear up a few things for you.

One of the helpful and smart features of InboxGuru marketing automation system with Infor CRM is the "Daily Report Alert" that each person gets in their Inbox for the prior day's sent emails. This includes:

  • A count of the emails opened compared the number of emails sent to be tracked
  • A count of the embedded links what were clicked from within the email, such as a link to your web site product page.
  • A count of the number of PDFs viewed that were attached to the tracked emails sent out.   This can help to determine if that important proposal was viewed.
  • A count of the number of YouTube videos viewed.
  • A count of the number of web pages viewed on your web site.

An instant way to sell smarter!

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Topics: CRM Automation, HubSpot, Simply Smart Working, Keep in Touch, Make your business work smarter, Know your customer, Smart Ideas and Tips, Sales Enablement with CRM, Well Used CRM, Smart marketing automation, Business Alerting, Infor CRM Specialist, Infor CRM Success, sales acceleration, InboxGuru

2017 Customer Experience Trends

Posted by Dick Wooden

Jump Start 2017 by using insights from these 9 Trends the Temkin group expects to see play an increasing important role in CX, customer experience, activities in 2017.

Uncertainty around the world is creating an increasing desire for people to find purpose and meaning in their lives. For these reasons the fine folks at Temkin group are calling 2017 "The Year of Purpose".

These first two trends are what can separate your business from those larger competitors - purpose and emotion.  Yes they are talking about elevating the purpose, the why of your organization's purpose, so there is a connection with the customer's desire to select your business over other competitors.   

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Topics: Business Innovation, Customer Experience Improvement, Customer loyalty, Employee engagement, Mobile CRM, Make your business work smarter, Customer Service Improvement, Selling Smarter, Infor Mobile, Infor CRM Specialist, Sales & Service Integration

Great CRM Partners have Concern for Your Business Success

Posted by Dick Wooden

Choosing the right customer relationship management (CRM) system can be overwhelming and time consuming. Questions must be answered about the needs of your business as well as the CRM features and functions needed to fulfill them. But as important as it is to answer these questions, an equally important question to answer is are you choosing a CRM partner that has genuine concern for your business.     

Will they be involved and accessible at every stage of your CRM experience? Will they provide users the proper CRM training? Will they offer ongoing CRM support after implementation? 

Having a partner that can answer ‘yes’ to each of these questions not only guarantees a successful CRM experience, but it ensures that you can both meet your business needs and improve customer relationship engagement. 

Let’s dig a little deeper.

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Topics: Customer Experience Improvement, Entrepreneurial Mindset, Tailor made CRM, Knowledge transfer, Make your business work smarter, Trusted Advisor, People first CRM, Well Used CRM, Infor CRM Education, Infor CRM Specialist, Partnership, Support Act!, Support Infor CRM

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