<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=439688906364820&amp;ev=PageView&amp;noscript=1">

Easy enrich your prospect and customer information

Posted by Dick Wooden

How to enrich the account data from the open Internet sources

One of the helpful options in bpm'online CRM system is the one-click ability to enrich a company account information and alerting when new data is available.

By using the Enrich data action it will automatically search for additional account information.  Click the  button to run this action.

As a result, bpm'online will search open sources for the following account data

  • email addresses
  • phone numbers
  • account profiles in Twitter, LinkedIn, Google +, Youtube, Instagram, SlideShare and Pinterest social networks
Read More

Topics: Productivity Tips, CRM user adoption, Make your business work smarter, Well Used CRM, BPMonline, BPMonline Sales, BPMonline Marketing, BPMonline Tips, bpmonline what's new

Boost CRM Productivity with Voice Recognition - Ask Act! and Amazon Alexa

Posted by Julie Cooper

Understanding Amazon Alexa

What sets Alexa and Echo apart from first-generation voice assistants is responsiveness, unlike Dragon Naturally Speaking. There’s no activation button to press. Simply say the trigger word: “Alexa,” “Echo,” “Amazon,” or “Computer”, followed by what you want to happen.(Be sure to you’ve set up everything properly and are using the correct command).

Once you get used to the quirks, using Alexa feels much more natural and responsive than speaking to a phone-based voice assistant like Apple’s Siri or 'OK Google'. As a result, you’ll likely find yourself using your phone less frequently when you’re at home or in the office.

Exactly how the Act!/Alexa integration works and more importantly how much it cost?

Read More

Topics: Productivity Tips, Make your business work smarter, Productive Improvements, ACT! Tips and Tricks, ACT! Success, ACT! Cloud, ACT Hosted Subscription, ACT, Activity Management, ACT integration, Support Act!, Artificial Intelligence

Xbar Educational Videos for Extending Reach and Value of Infor CRM

Posted by Julie Cooper

Increase the value of your CRM- Improve CRM user adoption - Get even more Productive

Improving user adoption and success in a CRM project involves providing various educational resource options. Here are some helpful videos to getting started with Infor CRM Xbar connector to Microsoft Outlook. 

Infor CRM Xbar Educational Video Links

Navigating Xbar 

How to navigate inside Outlook with Infor Xbar for interacting with Infor CRM member cards: accounts, contact, leads, tickets and opportunities. How to search CRM information and discovering What's new. How to modify Member view settings including which opportunity and ticket groups for viewing. How to use totem icons to view activities, past history, open tickets and open opportunities. Using the Ask icon to create new CRM information from Outlook.

 

Read More

Topics: Productivity Tips, CRM user adoption, Make your business work smarter, Productive Improvements, Infor CRM, Infor CRM Education, Infor CRM Specialist, Infor CRM Success, Infor CRM Xbar, Infor CRM Integration, Infor CRM 8.3, Infor CRM Support

Act! Insights to v20 - What are the benefits?

Posted by Julie Cooper

Most Innovative Act! Ever

 “The next generation features in Act! v20 are a clear demonstration of our commitment to equipping our subscribers with the tools they need to stay competitive.”said John Oechsle, CEO of Swiftpage.

Interactive, Graphical Dashboards 

Key Take-aways:

  • Guide decision-making with rich insights from visual snapshots of dynamic, real-time metrics with interactive, graphical dashboards.

  • Understand more about sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more with 12 out-of-the-box widgets.

  • Personalize widgets or fully customize your view to display metrics most relevant to your business role.

Read More

Topics: ACT! Web, Productivity Tips, Make your business work smarter, eMarketing Effectiveness, Sales Productivity Improvements, Sales forecasting, ACT! Success, ACT! Cloud, ACT Emarketing, ACT Hosted Subscription, ACT, Activity Management, ACT integration, act! v20

Quicker, visualized decisions with CRM Dashboards

Posted by Dick Wooden

What is the value of a quality, informed decision that doesn't take forever?

One of the more common CRM requirements that come from our current and prospective clients is how can my CRM and related information be used for faster informed decisions?  Another is show me how I can create a report or dashboard for me to visualize this mass of information.

These are not an unreasonable requirement by any stretch - all major mid-market CRM vendors offer dashboards of some type - but a dashboard in and of itself is not a true system requirement.  The real requirement is what kind of information a dashboard should display and how easy is it to create or make modifications.

Read More

Topics: Knowledge transfer, Executive mgmt. dashboard, Business Visualizations, CRM Executive Decision, Adaptable CRM, Make your business work smarter, Better Decision Making, Insight Knowledge, Integrated Business, Business analytics, Business Intelligence, Infor CRM, CRM and ERP Integration, Vision Realization, BPMonline

3 Crucial resources to help streamline sales and marketing teams.

Posted by Julie Cooper

What steps does my business undertake to bring sales and marketing teams to the next more synced level?

Intelligent process-driven sales force automation software is available to help manage a complete sales cycle - from lead to repeat sales. Enabling effective data sharing across the organization thus bridging the gap between marketing, sales and customer service teams.

Read More

Topics: Make your business work smarter, Marketing Effectiveness, BPM-Business process management, BPMonline Sales, BPMonline Marketing, BPMonline Tips, Artificial Intelligence, bpmonline what's new

5 golden rules of successful selling

Posted by Dick Wooden

Do you know that companies with aligned departments enjoy a 38% higher sales win rate and become 67% better at closing deals?

Intelligent process-driven sales force automation software is available to help manage a complete sales cycle - from lead to repeat sales.

We would like to offer you a recent eBook with 5 golden rules of successful selling that can help you boost your sales and better engage with customers.

 

Read More

Topics: Make your business work smarter, Sales Improvement Areas, Selling Smarter, Sales Enablement with CRM, BPMonline, BPMonline Service, BPMonline Sales, BPMonline Marketing, BPMonline Tips, bpmonline what's new

4 Autumn Reads to Elevate Your Business Results

Posted by Dick Wooden

"Not at readers are leaders, but all leaders are readers" 

Quote by 33rd US President, Harry Truman

Autumn is here and it’s time to make plans and execute on strategic campaigns. We would like to share with you a few crucial resources on how intelligent CRM tools can help elevate your results and reach your business goals faster:

Read More

Topics: Make your business work smarter, BPM-Business process management, BPMonline, BPMonline Service, BPMonline Sales, BPMonline Marketing, BPMonline Tips

Are you afraid to rip off the Band-Aid?

Posted by Dick Wooden

The following is a guest post from our friends at Blue Star IT Services & Solutions in Goshen, IN.  We thought this provides fresh ideas on making a change for a better performing and secure network.


Are you afraid to rip off the Band-Aid?

Finding the right IT provider can be a little bit painful, but in the end, it's for your own good!

We all know the deal with Band-Aids - it sure hurts to take them off, but it's what needs to be done, right? The same goes with switching IT providers - as painful as it can be to make the switch, in the end, it's what's best for you. That means making the necessary switch from break-fix to managed services.

Read More

Topics: Lower IT costs, Data protection, Make your business work smarter, Productive Improvements, Referral Network, Data Quality, Digital disruption, Data Integrity

Leap forward with bpm'online latest 7.11 CRM

Posted by Dick Wooden

Trends affecting your business

1. Global data volume 

From now until 2020, the amount of information will double every two years. 90% of the world's data has been created in the last 2 years!

2. The pace of our lives is increasing dramatically. 

Even pedestrians on the streets are walking 10% faster than just a decade ago.

3. Over 627,000 new businesses are launched each year in the US alone.  

This is more than one business every minute!  So how many of these are new competitors?

Read More

Topics: Adaptable CRM, Make your business work smarter, Productive Improvements, BPM-Business process management, Business Process Automation, Purpose Build CRM, BPMonline, BPMonline Service, BPMonline Sales, BPMonline Marketing, BPMonline Tips, bpmonline what's new

Print Friendly and PDF

How can we help?

Subscribe

TO THIS BLOG:
LEVERAGING YOUR CRM

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

Deliver Exceptional Customer Service

Popular Posts

Categories

see all