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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.

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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.

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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.

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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.

 

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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:

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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.

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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?

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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

Is your sales team burning up profit?

Posted by Dick Wooden

The topic "Is your sales team burning up profit?" caught my attention in a recent issue of my TAB, The Alternative Board, newsletter.  Joe Zente from zthree.com wrote the following.

"Wise business owners consistently evaluate key metrics affecting their bottom line.  In an effort to increase profit, owners, their CFO's and controllers review factors ranging from the cost of goods, salaries, pricing, inventory turns, receivables and more.

Few companies, however evaluate ways to improve the area that holds the largest potential influence on profitability: their sales department.  Since time equals money, salespeople must use their time (and your company's support resources) effectively.  Unfortunately, most do not.  

Here are just a few of the most popular ways that many salespeople burn up profit:

1. Spending significant time with unqualified prospects.

2. Talking when they should be listening and understanding.

3. Not establishing ground rules.

4 Giving presentations to unqualified prospects.

5. Offering pricing before understanding the whole picture.

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Topics: CRM user adoption, Make your business work smarter, Business success with CRM, Business Drivers for CRM, Selling Smarter, ACT! Success, Sales Mgmt Improvement, Well Used CRM, Business Process Automation, Purpose Build CRM, Infor CRM Specialist, BPMonline Sales

Driving Smarter Sales Through Al-Powered Sales Processes

Posted by Julie Cooper

What is AI for BPM?

At the highest level, AI is an intelligent technology that  leverages historical data and applies what is lear ned to  curr ent contexts to make pr edictions. It combines
various r elated terms: machine lear ning, natural language pr ocessing, deep lear ning, pr edictive  analytics, etc. W ith the help of AI, organizations can
put their historical data to use in or der to coor dinate  interactions between people and systems and explicitly  link these interactions to a for ecasted and desir ed  business outcome thr ough ef ficient business  pr ocesses.
 
 
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Topics: Business Innovation, Adaptable CRM, Make your business work smarter, Business Drivers for CRM, Sales Improvement Areas, Business Intelligence, BPM-Business process management, Business Alerting, sales acceleration, BPMonline, BPMonline Sales, BPMonline Marketing, BPMonline Tips

How to reset an Infor CRM user login

Posted by Dick Wooden

Issue:   CRM user gets locked out of Infor CRM web client

A typical cause of a user lock out is when a user has entered an invalid password more than once while trying to login.  (This applies to an Infor CRM web portal that is not using Windows single-sign - where the Windows network user is automatically logged into Infor CRM.)

Note the CRM administrator can configure the system Security under the web client->Administration->Office Profile->Security tab for:

 

Resolution process:

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Topics: CRM user adoption, Saleslogix Tips, Saleslogix Admin, Infor CRM Education, Infor CRM Specialist, Infor CRM Xbar, Infor CRM 8.3

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