3 Issues that Automation Solves using TaskCentre



Posted by Dick Wooden

This article is inspired by and is compliment of Nicole Laurier, VP of Sales & Marketing at Fisher Technology, read more. The author, Morgan Nimmons is a Marketing Intern at Fisher Technology, read more.

Businesses typically follow procedures to manage and respond to certain activities. These procedures are often fulfilled by the combination of manual processes and management software such as enterprise resource planning (ERP) and customer relationship management (CRM). Though, these methods have their own forms of functionality they are often missing key components that would make certain processes more automated and less manual.

Adding a software tool as a utility belt to improve your business process may be the answer.

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Topics: Make your business work smarter, Web-based productivity tools, Integrated Business, TaskCentre, BPM-Business process management, Business Process Automation, CRM and ERP Integration, Infor CRM Integration

What is New and Useful in Infor CRM 8.3



Posted by Dick Wooden

So you want faster performance?

This latest version became available April 2016 and can be obtained from your account on the Infor CRM Xtreme portal. Also contact your Infor CRM partner before installing.  Review the Client Guides and Installation Guide PDFs shown in the right middle panel.

Most useful for all users:

Large set of productivity and relationship building improvements in the Infor CRM Xbar for Microsoft Outlook including:
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Topics: Adaptable CRM, Make your business work smarter, Infor CRM Updates, Infor CRM Education, Infor CRM Specialist, CRM and ERP Integration, Infor CRM Success, Infor CRM Xbar, Make CRM Stick, Infor CRM Integration, Infor CRM 8.3

Emotion - Missing link in Customer Loyalty



Posted by Dick Wooden

A foundational leg of CRM in a  for-profit business is the retention of loyal and profitable customers.  But too many times the "Emotion" is left out and there is not a People First CRM focus.

How a customer FEELS about an interaction is the most significant driver of Customer Loyalty.

 

 

Why Are We Talking About Emotion?

Temkin Group has labeled 2016 “The Year of Emotion.” Their research shows that out of the three components of customer experience, emotion has the most significant impact on loyalty, yet it is also the component that companies are the least adept at handling and often seem to ignore it entirely

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Topics: Customer loyalty, Collaborative Community, Customer Communications, Business Relationship Development, Know your customer, Trusted Advisor, Customer-Centric Strategy, Customer Retention, Customer cultivation, Unity of knowlege and action, Infor CRM Specialist, Infor CRM Success

12 Tips to be More Productive with Associations



Posted by Dick Wooden

Knowing people and company associations will improve your productivity in the use of CRM and accelerate business relationship development.   An overall goal our clients will mention is the need to identify relationships amoung the people and company accounts they do business with.  They need to manage the entire relationship with customers and strategic partners. They need to track this relationship information and have it handy for conversation planning. 


 

Previously in this series of 12 Tips to be more Effective using Infor CRM we have delved into:

1. Setting up your default options to work the way you want to work. Do this once to make life easier.

2. Using Groups - segmenting all types of information into intelligent bit-sized, digestible pieces of information.

3. Using Filters - to more effectively use information from Groups in finding patterns or drilling into the details

4. The effective use of Activities - something you have scheduled but is not yet completed.

5. Living in Outook and using Xbar - manage CRM from Microsoft Outlook


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Topics: Productivity Tips, Saleslogix success, Make your business work smarter, Business Relationship Development, Customer Relationship Development, Sales Productivity Improvements, Empower CRM Success, ACT! Success, Saleslogix Tips, Well Used CRM, Infor CRM Specialist, Infor CRM Success

Achieving a Long-Term Triple Win with a CRM Guide



Posted by Dick Wooden

Achieving a long-term triple WIN

For Your Business, Your Customer Businesses and Your CRM Business Partner:

 

  1. To have a strategic dialog with you to more clearly understand the best working parts and the struggling parts of the business.
  2. To help diagnose with another set of eyes - by having a fresh and different perspective.
  3. To transfer knowledge from our experiences relating to the selection, design, implementation, education and end user support/review for long term value from the CRM business strategy and implemented system.
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Topics: Saleslogix success, Make your business work smarter, Business success with CRM, Strategic Business development, CRM benefits, ACT! Success

CRM improves business owner time management and focus



Posted by Dick Wooden

hOk - so you are a small business owner of a $350,000 to $15,000,000 annual revenue business. There never seems to be enough time each day to get what you want to accomplish moved to DONE.

A December 2015 survey of business owners working with TAB - The Alternative Board indicate that 63% of then are working 50+ hours per week but they really only "want" to work 42 hours.  

Only 34% feel that they are working in that all important quadrant of Important and urgent.  73% would prefer to spend their time working ON the business as "owner' instead of working Inside the business like an employee. 

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Topics: Productivity Tips, Entrepreneurial Mindset, Ed the Entrepreneur, Make your business work smarter, Web-based productivity tools, Business success with CRM, Productive Improvements, Sales Productivity Improvements, ACT! Success, Well Used CRM, Infor CRM Success

12 Tips to be More Productive - Living in Outlook and using Xbar



Posted by Dick Wooden

Previously in this series of 12 Tips to be more Effective using Infor CRM we have delved into:

1. Setting up your default options to work the way you want to work. Do this once to make life easier.

2. Using Groups - segmenting all types of information into intelligent bit-sized, digestible pieces of information.

3. Using Filters - to more effectively use information from Groups in finding patterns or drilling into the details

4. The effective use of Activities - something you have scheduled but is not yet completed.

Living in Outlook and Being Productive with CRM

This article focuses on the person who lives mostly in Microsoft Outlook and is productive there, but who's life is enhanced with the easy access to related company and contact insights, manages sales opportunities or handles service and support tickets.

Let's face it a large amount of workers time is still spent in Outlook. Wouldn't it be helpful if you could turn this unstructured email information into defined tasks, opportunities, accounts, new contacts, and more?  Likewise you have some new information from the email such as a mobile phone number or contact's title. Wouldn't it be sweet if you can easily take that information and update the contact directly and quickly - without opening up and finding the contact in your CRM?  These actions and much more has been possible for more than a year+ using the free Infor CRM Xbar.

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Topics: Productivity Tips, Make your business work smarter, Sales Productivity Improvements, Getting Things Done, ROI, Outlook Integration, Saleslogix Tips, Well Used CRM, Infor CRM Specialist, Infor CRM Success, Infor CRM Xbar

Tips to Reduce Wireless Expenses - from Increase Use of Mobile CRM



Posted by Dick Wooden

Today all types of business are constantly using more and more from their wireless service.  Studies indicate that there is a 14.6% increase in productivity when selling organizations add mobile access to CRM

 

Cell phones, mobile tablets and laptops from field sales team members are sucking up wireless bandwidth, and at an increasing cost.  This cost should be reviewed at least semi-annually since plans are always changing.

The following tips help with managing the wireless cost from our friends at Abilita:

Cellular phones and data devices are wonderful tools to increase employee productivity – helping employees stay in touch and keep connected. Wireless spending is a growing expense category for many businesses.  Yet, as the device mix and usage patterns are change along with cellular provider plan changes, wireless is also one of the more difficult areas to exercise effective cost management.

Contract Negotiation – Make sure that your corporate cellular plans are up to date for the best pricing as well as the best plan mix for your voice and data devices.  If you have not reviewed your corporate pricing and contract within the past 18 months, then you are likely missing opportunities to reduce costs. In rare circumstances, companies may be on an older grandfathered plan which is less expensive.

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Topics: Mobile device management, Lower IT costs, Mobile CRM, Make your business work smarter, ACT! Premium Mobile, Saleslogix mobile, Infor Mobile, act mobile

Improve People Engagement by Fixing Failing Business Processes



Posted by Dick Wooden

Process work that helps People

Many times we may not be aware of the full potential benefits of identifying and fixing failing business processes. Once failing business processes are identified and fixed, the level of personal interactions will increase both in quality and quantity.  We have less to worry about because there are clearly defined background processes working behind the scenes.   That reduction of worry, headaches of doing stuff that really can be automated, makes your day more enjoyable and engaging, while additionally improving the value of your CRM knowledgebase.

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Topics: Productivity Tips, Make your business work smarter, Web-based productivity tools, Productive Improvements, Workflow Improvements, TaskCentre, BPM-Business process management, Saleslogix Tips, Business Process Automation, Infor CRM Success

7 Key Benefits for C-level Executives when considering CRM



Posted by Dick Wooden

When I'm collaborating with entrepreneurs and executive management, we'll get to discuss the business benefits that matter most to them when deciding upon and then implementing a Customer Relationship and Management system.  The following are 7 key benefits that will be discussed.

1.  Build loyal relationships by maximizing the effectiveness of every person's interaction.

We all know that successful business revolves around the depth and breadth of the relationships we have with prospects, customers, clients, partners, vendors, employees, etc.  CRM provides the one trusted source where your company's domain knowledge about people and companies resides.  Consider the added advantages of knowing more about these types of people relationships and turn that into actionable information.

Understand more about the 60% importance of People in a well-used CRM system.

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Topics: Tailor made CRM, Results Gained with CRM, CRM Executive Decision, Building Stronger Relationships, Make your business work smarter, Nurture Marketing, Better Decision Making, Business Relationship Development, CRM benefits, Strategy Improvement, Business Intelligence, Sales strategy, CRM Strategy, Saleslogix Tips, Saleslogix Xbar for Outlook, Well Used CRM, Smart marketing automation, Business Process Automation, Infor CRM Specialist, Infor CRM Success, Infor CRM Xbar, Make CRM Stick

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