<img height="1" width="1" src="https://www.facebook.com/tr?id=241894266379435&amp;ev=PageView &amp;noscript=1">

Customer Communications, Business Relationship Development, Timelines Account/Contact, Infor CRM

  |  
4 Min Read

Infor CRM Visual Timeline into Business Relationship Development

One of the challenges we hear from clients is the desire to quickly "see" what has been occurring with a customer or prospect--to drill into an account and obtain a visual timeline of what has occurred.

Was there a service issue?  Did it get resolved in an appropriate time, and was the resolution successful or is it still lingering?  How did my staff respond to the challenge, and what insights were gained?  Is the client still attending an upcoming event?

Think about the benefits of having a visual timeline of your top customers.  What trends can you see developing? Is there some part of the relationship that needs to be improved?

SalesLogix_753_Account_Timeline

Need more information? Drill into the details from the account timeline.  Who was assigned to the support ticket? How long did it take to resolve?  Was this a type of issue that should be added to your knowledge base for future reference using Speed Searching?

SalesLogix_753_Ticket_CRM_Consultant

 

Our Infor CRM offering provides such a view into each of your company accounts.  And it lets you make better decisions, faster and easier.

Additional benefits of CRM depending on your business role  are covered here

Next Steps:

Are you new to Customer Relationship Management (CRM) and interested in discussing what is possible? Then go here.

Does your CRM system need a face lift and optimization?  Wanting to get more bang from that investment? Then go here.

 

What tools do you use to obtain a visual timeline in business relationship development?  

Topics:   Customer Communications Business Relationship Development Timelines Account/Contact Infor CRM

CRM Basics: Focus Your Business Strategy on the Customer

Customer first, for the win Customer Relationship Management (CRM) is all about finding, acquiring, and retaining the best, most profitable customers.   CRM systems automate the management of loads ...
Picture of Dick Wooden Dick Wooden 4 Min Read

Get Real About Relationships

If ever it was important it would this disruptive year to get real about relationships. Soft skills and CRM for human interaction. Let’s talk about relationship. After all, it’s the second word in ...
Picture of Dick Wooden Dick Wooden 4 Min Read

17 Ultimate Mad Men Business Success Tips

Knowing how to be more successful in your business life may not come with an Emmy Award winning script to follow, as it did for the characters in the television show Mad Men. However, it is important ...
Picture of Dick Wooden Dick Wooden 4 Min Read