By Julie Cooper on May 25, 2017 at 7:00 AM
Shortcuts and Productivity Tips Working Inside Infor CRM
Success with CRM Consulting - Providing you with Ah-ha! moments that make you realize you've got this...
Maps and Driving Directions
Let's say you are a field sales professional that is out of the office visiting a prospect. You find that you have some time on your hands while visiting the Chicagoland area. It would be very helpful to use your mobile phone or tablet to check options from your Infor CRM system.
Each Infor CRM user can enhance their use of Microsoft Outlook Address book contacts when linking to the Infor CRM contacts. This article covers using the Address book, scheduling an appointment and some recent enhancements. For more visit, What's new with Infor CRM, mobile and Xbar in 2017.
The following is an image from Infor Mobile client and it is using a current location with option to show a type of account like Customer with a listing of those nearby. Once an account type is chosen the list of accounts nearest you are shown. In this case from 1.5 miles out to about 15 miles away.Minute Solutions to Your Most Common Infor CRM Issues
Using Infor CRM Address Book in OutlookOne of the capabilities of the Infor Xbar implementation is the use of the Infor CRM address book. This is configured by clicking on Options gear icon under the Infor CRM Connector options panel from the Outlook menu bar. Click to Learn More Groups. Filters are used to group records and be used to filter records in list views and to configure Dashboard widgets. Use filters to narrow the list of records you want to view from any given group like My Accounts or My Open Opportunities.
Scenario: You want a quick summary of your open opportunities that are larger deals that are expected to close in the next 3 months.First, pick the group of "My Open Opportunities". Next select the filter for the months you want to consider. Clicking multiple checkboxes from the "Estimated Close" filter will show any records for the selected months. It looks like there are 2 in February, 3 in March and 4 in April that applies so far. Click to Learn More... Infor Xbar for Outlook brings CRM into their Inbox, enabling them to view, update and create CRM data without leaving Outlook, making it much easier for users to be productive without the need to duplicate effort or constantly switch between systems. Click to Learn More...
Activities are generally scheduled for a specific time. Timeless activities are scheduled to occur on a selected day, but at no particular time. When you schedule an activity, it displays on the Calendar and Activities view, and in the Activities tabs on some detail views. Completed activities become history items. When you schedule a timeless activity, you can set the activity to automatically roll over to the next day once it is past due. If you have more than 20 rollover activities, a progress bar may display when you log in. Click to Learn More...
5 More Tip Articles We Recommend!
- Tips to being more effective using Infor CRM Groups
- Tips to being more productive in Associations ( People-to-People & Companies-to-Companies)
- Using account hierarchy for parent-child relationships
- Using Integrity Checker for updating data issues- by Admin
- Shortcuts and Productivity for Sales Reps
- Getting More from Infor CRM - Use of Summary List Views
- What's new in 2017 with Infor CRM, Mobile, and Xbar
If you have any questions or need additional information, please feel free to contact us or schedule a call today.