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.
Today let's look at Filters which is a rather unique feature only of Infor CRM and which works hand in hand with 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.
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Topics:
Productivity Tips,
Swiftpage e-Marketing,
Make your business work smarter,
Business Relationship Development,
Sales Productivity Improvements,
Getting Things Done,
ROI,
Saleslogix Tips,
Sales Enablement with CRM,
Well Used CRM,
Salesfusion,
Infor CRM Education,
Infor CRM Specialist,
Infor CRM Success,
Using Filters,
Using Groups
As you search for ways to make a positive long-term impact for the business consider these proven ways CRM can help improve the way to acquire, keep and grow more profitable customers....
- Infor CRM excels at organizing information by context. For example, you can associate emails, documents and sales information with 'top' customers and access these when you need them.
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Have you ever needed to find information about a customer but you can’t remember all of their details? Infor CRM includes a powerful search and filtering options that will help you find this information faster.
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Topics:
Swiftpage e-Marketing,
Appreciating Asset,
Building Stronger Relationships,
Make your business work smarter,
Web-based productivity tools,
Growing Your Stronger Business,
Integrated Business,
Acquire-Retain-Develop,
CRM for Effectiveness,
Sales Enablement with CRM,
Infor CRM Education,
Info CRM Specialist,
Infor CRM Success
Outlook is NOT Effective Marketing
Sending out your company's newsletter, product announcement or event information to 20+ people through your Outlook system can have BIG consequences.
Sending ‘bulk email’ or ‘mass email’ [SPAM] can ruin your organization’s ability to communicate via email. Overall, it could lead to closure of your email account and even your website to be shut down.
This is why companies use third-party email providers even if they have an Exchange Server.
Avoid the Ironfisted 'Blacklist'
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Topics:
Technology Understanding Importance,
Swiftpage e-Marketing,
Marketing plan,
Nurture Marketing,
eMarketing Effectiveness,
Marketing Effectiveness,
Better Decision Making,
Acquire-Retain-Develop,
Infor CRM,
ACT 2015,
Salesfusion
Guess less - grow more profitably
There ought to be a better ways to connect with customers and prospects about what they are most interested in so you don't have to guess as much and you can grow business more profitably. With the integration of Swiftpage emarketing into Act! v16 and Saleslogix we are sharing some friendly advice compliments our business friends at Swiftpage. Here is a handful of insights to get growing with Act! or Saleslogix emarketing so you can focus on what you love.
Our love is helping business professionals develop positive relationships among employees, customers and prospects and definitely providing the tools to make it easier and smarter doing so.
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Topics:
Swiftpage e-Marketing,
Extend Reach and Influence,
Staying Top of Mind,
Web-based productivity tools,
eMarketing Effectiveness,
Marketing Effectiveness,
ACT! Friday Fun Tips,
Growing Your Stronger Business,
Sales Productivity Improvements,
Smart Ideas and Tips,
ACT! Tips and Tricks,
Saleslogix Tips,
Sales Enablement with CRM
Start identifying your top customers and the people you want to develop stronger relationship with.
1. Increasing Top Line Revenue
Increased lead flow, ensure lead quality, and prove program effectiveness will achieve effective and short term ROI. With the implementation of an eMarketing system like Swiftpage helps align the efforts of your marketing and sales teams manage a lead flow and process leads more efficiently.
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Topics:
Swiftpage e-Marketing,
Staying Top of Mind,
eMarketing Effectiveness,
Sales Productivity Improvements,
Acquire-Retain-Develop,
Customer Retention,
ACT! Tips and Tricks,
ACT! Success
Easily Move Up to More CRM System Capabilities
As a ACT! user, your business has relied on ACT! to manage the details of your customerrelationships. But as your business grows, you may need to evolve the way you manage customer relationships across your customer service, marketing, and sales teams.
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Topics:
Swiftpage e-Marketing,
Compare SalesLogix and ACT!,
Make your business work smarter,
80-20 Principle
Sometimes you just know there must be a better way. You know in your gut that your business isn’t working as well as you want it to. Then someone, like Dick or Julie, comes along and recommends what might be a better way. It takes so much time and energy that the rest of your life is on overload and you don’t even know if the business decisions you’re making are the wisest ones.
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Topics:
Swiftpage e-Marketing,
CRM user adoption,
CRM Guide to Success,
Tailor made CRM,
Saleslogix success,
Make your business work smarter,
Business success with CRM,
Better Decision Making,
Business Relationship Development,
Strategic Business development,
Engagement improvement,
Sales Improvement Areas,
Acquire-Retain-Develop,
Trusted Advisor,
CRM understanding,
CRM for Effectiveness,
Our Why
The number one question I have been asked from my ACT! clients this year:
My small business is growing and I need access to my ACT! data on my mobile devices and access via Web, but I ....
Getting Started with ACT! Hosted Solution Video:
*For Act! Hosted: Review Act! system requirements at www.act.com/systreq. You must purchase one Act! Hosted subscription per user. Feature limitations with Act! Premium (access via web) apply for online access. View the KB to learn more. Visit the Act! Marketplace or contact your Julie Coper, your add-on product provider, to determine compatibility for your add-on products.
Still have questions if this is the soltuion for your business?
Call Julie for your specific business needs: 269-445-3001.
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Topics:
ACT! Web,
Swiftpage e-Marketing,
Lower IT costs,
Make your business work smarter,
Web-based productivity tools,
Productive Improvements,
CRM for Effectiveness,
ACT! Tips and Tricks,
ACT! Success,
ACT! Cloud
One of the hardest parts of email marketing is generating content email subscribers truly want to receive.
Emails without interesting and relevant content will quickly be disregarded.
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Topics:
Swiftpage e-Marketing,
Compelling Value Creation,
Saleslogix success,
Marketing Content Improvement,
eMarketing Effectiveness,
Marketing Effectiveness,
ACT! Tips and Tricks
Make your business work smarter with CRM
Focused and measurable electronic emarketing with CRM Integration makes your business work smarter. Four challenges and missed opportunities can be addressed with a solution like Swiftpage eMarketing and its tight integration with Infor CRM (SalesLogix) CRM or ACT! contact management:
1. Do I know my most profitable customers, and when was the last time I provided useful information to them? Also, who has shown the most interest? It would be much better to focus on the 20% of customers who generate over 80% of our business.
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Topics:
Swiftpage e-Marketing,
Inbound marketing,
Mobile CRM,
Saleslogix success,
Marketing Content Improvement,
Keep in Touch,
Business Growth Enabler,
Make your business work smarter,
eMarketing Effectiveness,
Marketing Effectiveness,
Foundational CRM,
Integrated Business,
Know your customer,
Selling Smarter,
ACT! Success,
80-20 Principle
