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Announcing Infor CRM 8.2 Live Webinar

Posted by Dick Wooden

Controlling Your Own Destiny

Join the Infor CRM webinar Wednesday, June 3 at 11 am Eastern.


Infor CRM 8.2 is about to be released and we're excited to show you the new features which provide you more control and greater flexibility with your CRM experience.


Join the 30-minute webinar to be among the first to witness the enhanced filter and group management tools, innovative self-service features, new language selector, and import options with configurable field mapping.

During the live webinar the Infor CRM Product team will talk through a live demo of Infor CRM 8.2, sharing specific details about the value of the latest updates including:

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Topics: Saleslogix success, Make your business work smarter, Web-based productivity tools, Infor CRM, Well Used CRM, Infor CRM Updates, Infor CRM Specialist

Let's Get Real - Migrating from Saleslogix 7.5 Windows to Infor CRM 8.2 Web

Posted by Dick Wooden

Start with an expectation that Changes will occur

Working as a business partner for Sage Saleslogix then Swiftpage Saleslogix and then Infor CRM (formally Saleslogix) there is knowledge to be shared if you are currently using a Windows SalesLogix 7.5.x system and are planning to migrate to the latest Web version of Infor CRM.  

So come prepared to be briefly frightened or overwhelmed (unless you love change and technology).  A lot has happened not only with extending the product capabilities from 5+ years ago but also from moving from using a Windows desktop application experience to now using a current web browser to access a 24 x 7 x 365 days system over an Internet connection.  Mobility has been with hot trend and will continue to do so. It's about having the right data available at the right time using your mobile smart phone, a tablet or a desktop computer.

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Topics: CRM user adoption, Tailor made CRM, Knowledge transfer, Saleslogix success, Adaptable CRM, Make your business work smarter, Empower CRM Success, Workflow Improvements, Saleslogix Tips, Infor CRM, Well Used CRM, Infor Mobile, Infor CRM Education, Infor CRM Specialist, Upgrade SalesLogix 7.5 to Infor CRM 8.2

Let's Get Real - Why Choose Infor CRM over Salesforce.com

Posted by Dick Wooden

Just-what-I-wanted-CRMConsider these Key questions when selecting between Infor CRM and Salesforce.com:

  • What is your CRM budget over the next 5 years?
Once you add in the additional costs over a real time frame in business Infor CRM is significantly lower TCO (total cost of ownership) solution for a high value software product.  This is especially true when you factor in installation costs and adoption rates.
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Topics: Results Gained with CRM, Mobile CRM, Saleslogix success, CRM Executive Decision, Flexible CRM, Foundational CRM, Business Drivers for CRM, Infor CRM, Infor CRM Specialist, Infor CRM Versus Salesforce.com

New Infor CRM Mobile quick view speeds updating sales opportunities

Posted by Dick Wooden

As the adage states "Time is Money"

The continuing improvement of the Infor CRM mobile user interface helps you get more work done faster. Also less wasted time trying to summarize where your opportunities stand for sales reporting.

One of the helpful new features of the recently released Infor CRM mobile version 3.3 is a new quick edit view.  Start from a group like your open opportunities or do a lookup for a specific opportunity.

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Topics: Results Gained with CRM, Mobile CRM, Make your business work smarter, Sales Productivity Improvements, Opportunity management, Saleslogix mobile, Sales Enablement with CRM, Infor Mobile, Infor CRM Updates

Business Intelligence Made Easier with Infor CRM Advanced Analytics

Posted by Dick Wooden

A smart business will use the tools and systems to continually get better - to grow smarter and faster.  

According the Gartner:

“Analytical CRM, which includes predictive analytics and segmentation applications, grew close to 9% and represented nearly 25% of CRM spending.” *

“Organizations will need to become better at exploiting and managing higher volumes of customer data, and at increasing their use of analytics to keep pace with the empowered consumer.” *


Slice and Dice to give you answers Instantly

Make informed business decisions and shape strategic priorities based on actionable analysis.

Advanced Analytics with Infor CRM lets you filter your data interactively, and gives you answers instantly. It also lets you rapidly create clear and concise, yet sleek and colorful visualizations in the form of bar charts, cross tables, scatter plots and many more valuable tools that will help you respond to events that affect your business.

With a simple click or drag of the mouse cursor data can be visualized using filters.  In this case opportunities can be filtered by any combination of estimated close year, status, sales process stage, opportunity type, and close probability.  Additionally there are filters for opportunity manager, state or country of account, Lead source, account status, account type, sales process




Share Results and Move beyond Static Reporting

Additionally Advanced Analytics lets you share your results.  Static reports can be limiting to good business in this fast-paced world of data. Infor CRM Advanced Analytics allows you to create dynamic reports that help you ask new questions, as well as be able to quickly turn your reports into instant presentations to show to your colleagues and customers. 


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Topics: Business Visualizations, Saleslogix success, Make your business work smarter, Better Decision Making, Insight Knowledge, Business analytics, Business Intelligence, Infor CRM, Info CRM Specialist

The Only Way to Save Your CRM from Failure

Posted by Dick Wooden

The Customer Relationship Management (CRM) system is now a central focus of many businesses. The CRM system is responsible for holding contact details, communications, social media profile data and valuable leads – the data that sales teams live and breathe every day. In theory, the CRM acts as a colossal ‘brain’, or hub: an application everyone can dip into for data.

Yet the CRM is, in itself, a framework: a holding bay for data. It cannot function if it is not populated correctly. Yes – everyone uses the CRM, but who owns it? Ask any user, and they will likely say: “not me”.

The opposite is true. And here’s the challenge: up to 46 percent of CRM systems are failing. That’s a figure no sales department can work with. But there is one way to turn it around.


Causes of CRM Failure

CRM systems are central to productivity across organisations. They are also not cheap. Gartner estimates that the CRM industry was worth $18 billion in 2012, and will be worth $36 billion by 2017.

Clearly, adoption is accelerating, and more businesses are storing data in CRM software. Yet we are no better at managing that data. Why?

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Topics: CRM Guide to Success, Saleslogix success, Data protection, Make your business work smarter, Integrated Business, Critical Mistakes with CRM, Infor CRM, Data Quality

Harness Technology for Better Selling with Infor CRM

Posted by Dick Wooden

And Connecting in the Age of the Customer

Whether it’s the Internet or mobile devices, technology has changed the way buyers are buying, allowing them to plug in from anywhere to do their own research.  But it’s also changed how salespeople sell. Now, reps can work from anywhere, present from anywhere, sell from anywhere.  With the right devices and software, sales reps can:

  • Cut through the clutter – to zero in and easily identify what they need to do next 
  • Find a relevant way to connect with buyers so they can win faster 
  • Easily collaborate with people, to find and access the information they need to ultimately sell more.

If you want a better email – there are tools to help you. If you want to measure the responses to the email – there are tools to help you. Every step: when to respond, how to respond, how best to follow up, how to build a relationship, how to track the conversations- can be measured and optimized.

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Topics: Mobile CRM, Make your business work smarter, Web-based productivity tools, Better Decision Making, Sales Productivity Improvements, Business traction, BPM-Business process management, Sales Enablement with CRM, Infor CRM, Well Used CRM, Infor Mobile, Info CRM Specialist

Understanding the powerful value of the word - UP

Posted by Dick Wooden

There is a two-letter word that perhaps has more meanings than any other two-letter word, and that is 'UP'.

It's easy to understand UP, meaning toward the sky or at the top of the list, but when we awaken in the morning, why do we wake UP?

  • At a meeting, why does a topic come UP?
  • Why do we speak UP and why are the officers UP for election and why is it UP to the secretary to write UP a report?
  • We call UP our friends.
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Topics: Employee engagement, Personal Improvement, Building Stronger Relationships, Business Relationship Development, Sales Productivity Improvements, Strategy Improvement, Adaptability Tips, Getting Things Done, People first CRM, Buyers Journey

8 Ways to Make Your CRM Sticky and Well-used

Posted by Dick Wooden

#1 Succeed where others fail with CRM

Just a decade ago, fewer than half of sales organizaions took advantage of CRM, but today, nearly 83% have implemented CRM.1 Achieving a competitive advantage is no longer about being the first of your peers to deploy a CRM system; it's about making the wisest use of customer information to evolve your sales, marketing, and customer service best practices.

CRM can only help improve sales and the customer experience if it’s fully and consistently adopted throughout the organization. Many companies have implemented CRM solutions, but too often, actual adoption and usage among employees remains low.

In a recent survey of sales and marketing professionals, 87% indicated they were required to use CRM, but 79% of those professionals admit they just “check the box” to satisfy their bosses.2  Adoption requires more than forcing employees to check the box. Employees need to add real value by inputting useful information into the CRM system and following business processes that take advantage of its capabilities.

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Topics: CRM user adoption, CRM Guide to Success, Saleslogix success, Make your business work smarter, Business success with CRM, Business Drivers for CRM, Critical Mistakes with CRM, Infor CRM, Well Used CRM, Infor Mobile, Info CRM Specialist

Automating Sales Quoting: CPQ to the Rescue!

Posted by Dick Wooden

Complex Selling Made More Effective with an integrated Configure, Price and Quote system with Infor CRM

Modern day Business to Business selling often includes increasingly complex goods and services to the market. With contemporary configure / price / quote solution baked into your CRM based sales workflow, companies are empowering their sellers and channel partners with significant advantages over their CPQ-less competitors.

Recent Aberdeen Research indicated that a companyusing CPQ has significant benefits in reduction in contract/proposal generation error rates, increases in customer renewal rates and increases in Lead conversion rates compared to those companies not using a CPQ solution..

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Topics: Employee engagement, Business Growth Enabler, Make your business work smarter, Sales Productivity Improvements, Sales process, Business Drivers for CRM, Selling Smarter, CPQ:Configure-price-quote, Manufacturing use of CRM, Sales Enablement with CRM, Infor CRM

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