Business Success with CRM, CRM Consultant & Implementer | Success with CRM Consulting Inc.

Getting more from Infor CRM - use of Summary list views

A well-used CRM should provide a list view that shows key summary information about each business account or contact within your customer or prospects.

Yes Infor CRM has group lists that can be easily used and enhanced with the powerful use of filters but I find that many CRM users are unaware of the Summary view of Group lists.

"All Accounts" group List view

If a detail record is chosen use the 'hamburger' icon to show a listing, spreadsheet type view.

Each entity in Infor CRM: Accounts, Contacts, Tickets, or Opportunities and even custom entities have a summary list view. It is a simple matter to clicking on "Summary" or "List" to see one of the other view

Summary view of Account group:

Note the summary view is a large view of the records in the current group. A summary view will show key information about the entity, account, in this case.

Get a quick 360 degree snapshot of an account

But under the right column there is a section that rolls up counts of related information such as the number of contacts, number of opportunities and number of tickets. This is a great way to determine the activity with the account without having to drill into the account details.

If you need to show what makes up those counts of related information just click on the downward arrow. The image below shows all the related contacts for the account with their phone number and email address. Clicking on the blue hype link takes the user to that contact detail record.

Topics: CRM user adoption, Make your business work smarter, Infor CRM Education, Infor CRM Specialist, Infor CRM Success, Infor CRM Support

What's new with Infor CRM, mobile and Xbar for 2017

Posted by Dick Wooden

The main Infor CRM software product has new updates every two months and here are the latest updates for 2017 as of March with Update 06. Also released where updates to the Infor mobile client and the Microsoft Outlook Integration and Infor Xbar panel.

View "What's new and useful in version 8.3" here

View "What has changes in version 8.2"

Highlights include performance improvements such as the new Favorites for groups and in exporting lists of records. There are updates to Xbar with Outlook Integration, including drag and drop functionality for all browsers and not just Microsoft IE. Finally, with every release Infor corrects open issues and defects from prior versions.

Topics: Outlook Integration, Saleslogix Xbar for Outlook, Infor CRM, Infor Mobile, Infor CRM Updates, Infor CRM Education, Infor CRM Specialist, Infor CRM Success, Infor CRM Xbar, Infor CRM Integration, Infor CRM 8.3, Infor CRM Support, Infor Contour

Alert - It is all about that Remarkable Experience

Posted by Dick Wooden

The Success with Infor CRM Experience

You may be asking, what is the Infor Success with CRM Experience? It’s actually exactly what it sounds like: an experience. It’s the care, attention, and commitment we give to our client’s to ensure their CRM success. Walt Disney got it right - it is all about the remarkable experience.

With 29 years of experience as business success advisors and entrepreneurs, we understand the often complex and challenges businesses face. Sometimes those challenges are how to attract more ideal prospects. At other times it could be how to find more effective ways to measure sales performance. But ultimately, we understand that in addressing these needs and many others, your CRM experience should result in you growing a more profitable business.

What we also understand is that in order to have this kind of success, your CRM-business growth partner should possess a competent mix of knowledge, creativity, skill, flexibility, and reliability. For us, a successful CRM experience for our clients is built on five pillars and starts from the onset of our client-partner relationship and continues on an ongoing basis.

Topics: Customer Experience Improvement, Building Stronger Relationships, Make your business work smarter, Business Relationship Development, Customer Service Improvement, Know your customer, Trusted Advisor, Customer Lifetime Value, Success with Relationships, People first CRM, Infor CRM, Infor CRM Specialist, ACT, Partnership, Infor CRM Support

7 Key Benefits to Your Business with CRM

Posted by Dick Wooden

Often Julie and I hear prospective clients ask about how a contact management system like ACT! or HubSpot CRM Sales or a full Customer relationship management system like Infor CRM (formerly Saleslogix) can benefit their business.

Of course, this can become an interesting conversation and the benefits discussed will be focused on one or more of the following:

1. To build profitable relationships by maximizing the effectiveness of customer interactions.

(R)elationships are the core, central element of a successful business. Having a business strategy that focuses on enhancing those relationships between people and having a Business Development CRM system to maximize its effectiveness is a big benefit.

Conversations are much richer if the content of your message is using intelligence and insight from notes, history and metrics within your CRM. The speed of trust is increased when you remember what is important to them, know their interests and can respond quickly to their questions - greatly helped by your accessible mobile CRM.

Today's CRM solutions enable a 360-degree customer view. Help your CRM expand its power - beyond sales and marketing departments - to its full potential it will help you build longer, more profitable customer relationships.

Do forget to consider the multiple types of relationships CRM can be used to enhance.

Topics: Entrepreneurial Mindset, Saleslogix success, Make your business work smarter, Business Relationship Development, Customer Relationship Development, CRM System Importance, Growing Your Stronger Business, Customer-Centric Strategy, Core Beliefs for Success, CRM understanding, Business Intelligence, Sales strategy, Outlook Integration, ACT! Success, People first CRM, Executive Buy-in, Purpose Build CRM, Infor CRM Specialist, Infor CRM Support, InboxGuru