Six CRM best practices for sales managers

Chris Peterson, President of Vector Firm, stated that “if there is one thing all sales people can agree upon, it’s that most companies have a poor Customer Relationship Management (CRM) process.” The root of this problem can be fixed by the sales managers. While helping security companies improve their sales and digital marketing performance, Peterson has shared some best practices to help companies fully utilize a CRM system.

  1. Don’t expect a CRM system to solve your sales problems
  2. Become the champion user
  3. Remember what CRM stands for
  4. Commit 100 percent or 0 percent to integration
  5. Get in the field
  6. Use the CRM system to facilitate personal discussions

CRM, when used right, will see an increase in both sales and customer satisfaction.

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5 Reasons Your Business Needs CRM Right Now

There’s the saying “the customer is always right”. Though many would argue sometimes depending on the situation, the bottom line is the customer is the reason for your business. This is why companies should focus more on customer relationship management (CRM). One way to go about it is to implement a CRM software – one that gathers customer data and allows you and your employees to analyze and plan future marketing strategies and interaction with your customers. CRM can also boost productivity and efficiency within the workplace. Her are 5 reasons your business can use a CRM system right now.

  1. Develop a Solid Contact Information Hub
  2. Ensures Reliable After Sales Support
  3. Reduces Risks Created by Turnovers
  4. Reduces Carbon Footprint
  5. Assists You in Planning Ahead

CRM can do great things for your business. You can turn your company into a more efficient and profitable venture, giving you a competitive advantage in your field.

 

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IIS Manager “Web Platform Installer” Troubleshooting

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IIS Manager “Web Platform Installer” Troubleshooting

Nearly all guides regarding installing PHP in IIS recommend using the Web Platform Installer as it will take care of all the additional installs/configurations associated with PHP.

The Error:
When attempting to install PHP through Web PI, this RunPHP Helper error occurs, which stops all of the following installs as well:

This occurs because IIS attempts to download RunPHP Helper from https://sourceforge.net/projects/phpinstallermsi/files/zip/runphp.zip/download using Internet Explorer (IE). Unfortunately, Internet Explorer has issues accessing that site even if it will work perfectly fine in Chrome or other browsers.

The Solution:
Open IE and click the gear icon in the upper right and go to “Internet Options”:

Click on the “Advanced” tab:

Enable all the TLS options and click OK:

Test it out by visiting https://sourceforge.net/projects/phpinstallermsi/files/zip/runphp.zip/download using IE. If the page loads, the Web Platform Installer in the IIS Manager should now be able to install RunPHP Helper.

4 Best Practices for Successful CRM Adoption

After hours and hours of research you’ve finally selected the ideal Customer Relationship Management (CRM) software for your company, found an implementation partner, and set a schedule to implement a CRM to your business. With the hard part over, now comes the harder part – software adoption. CRM adoption is extremely difficult because it involves a change in organizational culture. Many of your employees and partners will need guidance, convincing, and a lot of training. Organizations use various strategies to assure a successful CRM adoption, so keep in mind these best practices when you start your adaption.

  1. Involve Users at the Early Stages
  2. Facilitate Representation
  3. Implement Strategy
  4. Training is key to successful user adoption

CRM adoption, no matter how much you prepare for it, will never be a walk in the park. It not only requires heavy-duty planning, but devotion and engagement at all levels of your organization. Factor in those aspects and you’re one your way!

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Driving enterprise growth with AI-enabled ERP systems

Today’s Artificial Intelligence (AI) has gone beyond its scope of simple smart phone usage into the innovative enterprise resource planning (ERP) technology. AI gas optimized system operating models and transformed business processes across the digital world. With past technological and financial woes with this technology, AI is being incorporated into ERP software, and IT companies are studying AI-ERP integration closely. AI enabled ERP software can streamline routine tasks, reduce operating expenses, and eliminate human errors. Additonally, AI-enabled ERP systems free employees from routine and often time consuming or mundane customer interactions, acting as a digital assistant (DA) their customers, using information gathered from their database to provide personal customer experiences. With AI’s data mining and self-learning capabilities paired with ERP automation, this union can bring incredible growth to any enterprise.

 

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IP Designer Series – User Action Node – Action Task

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Before you can assign work to users in the User Action node, you will need to create the appropriate tasks and add users to those tasks.

*Before you perform this process, you will require Process Server Administrator access.

Log into Rich Client and navigate to Start > Applications > Process Server Administrator > User Configuration > Tasks.

Click Actions > Create, or click the “new” button. Give the task a name, description, and select the inbasket you want the users of that task to have (default “Standard Inbasket”).

To add users to your task, you must first make sure the users exist in the user configuration. Navigate to Start > Applications > Process Server Administrator > User Configuration > Users. Search for your users that need the new task. If they do not exist, click the “new” button or Actions > Create to add them (they must be existing Landmark users).

On the Tasks screen, at the bottom left, Click Actions > Create to add users to the task. Search for your user, give them a start date of when you want the task to be effective, and an end date if the task is temporary for this user. Click “Filter Is Enabled” if you plan to use filters on this task. Select a notify option.

In your IPA process, you can add the tasks on the User Action node. This will determine who is notified (and who should take action) when that node is processed.

How to Find the CRM Solution that’s Right for Your Business

According to Gartner, Customer Relationship Management (CRM) became the largest software market in 2017. This is no surprise as the digital age is more prominent than ever today and companies are finally starting to realize the benefits of this approach. Given the plethora of CRM solutions, one can be overwhelmed in deciding which system is right for their organization. Common CRM capabilities include contact management, dashboards and reports, lead management, campaign management, social media management, forecasting, and a service desk.

Given the expanding abilities of CRM solutions, you will want to talk to your team about what you want and how you want to manage your customers. With that, consider which CRM best suits your needs.

  • Make Sure It’s Usable
  • Insist on Being Mobile
  • Get the IT Gurus Involved
  • Assess the Partnership
  • Consider the Cost

Finding the right CRM solution is not an easy task because there is no one size fits all for every company. Take your time, discuss your needs and weigh your options. You’ll find the right CRM and well on your way to a positive return on investment.

 

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IP Designer Series – User Action Node – Action Subject

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One of the properties options for a User Action node is “Action Reason”. You can require that the approver enter a subject, reason code, and comment. Before you set up the User Action Node, you will want to create your Action Subject in Rich Client. It is important to note that the user creating Action Subjects must have a role with the GlobalUIConfigAccess_ST security class.

Once you have the proper security, log into Rich Client and switch to the data area for which you are creating the subject. Go to Start > Configure > Application. Select “DataArea”.

Click “Add Subject” and give your subject a name.

After you add your subject, you can add it as a Reason Subject on the actions for your User action Nodes.

Infor Achieves FedRAMP Authorization

After rigorous review, Infor Public Sector has officially received the Federal Risk and Authorization Management Program (FedRAMP) Joint Authorization Board (JAB) Provisional – Authority to Operate (P-ATO) status. FedRAMP is a government-wide programs that provides a standardized approach to security assessment, authorization, and continuous monitoring for cloud products and services. With Infor on board,  the company can now offer Infor Government SaaS (IGS) cloud based solutions that include Infor Enterprise Asset Management (EAM) applications to U.S. federal agencies. Wayne Bobby, vice president, Infor Federal, states, “This is a milestone Infor is proud to reach, but as a company we are still committed to innovating and developing cloud technology that can evolve to address simple migration paths, elevated user experiences, continuous process improvements on a resilient platform, and a SaaS solution architected for the Internet.”

 

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Alila Hotels and Resorts Chooses Infor to Streamline Operations and Increase Business Efficiency

Alila Hotels and Resorts, a 15-year-old luxury hotel brand, has chosen Infor Hospitality Management System (HMS) and Infor Revenue Management Solution (RMS) for its hotel operations in Kuala Lumpur to increase business agility and further enhance efficiencies. The decision to partner with Infor was heavily because of the Customer Service and Satisfaction the software company can deliver. Infor HMS combines enterprise power and streamlined workflow, providing the proven technology to support long-term growth. “As we continue to grow as a business, it is paramount that our systems keep pace and integrate seamlessly together,” said Ajay Gamre, Head of IT, Alila Hotels and Resorts. “We are confident that Infor HMS will help us provide an excellent guest experience and improve our overall operations by shifting to the cloud and seamlessly integrating with the systems we already have in place.”

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