4 CRM Hacks Every Entrepreneur Should Be Using

When starting a business, entrepreneurs all have one thing in common – to give their customers the best product/service they can offer. Brands depend on personal relationships to turn leads into customers, and customers into long-term customers. Personalization comes from customer data – which usually means using a Customer Relationship Management (CRM) systems. As important as CRM is to a company, many businesses either stray away from such a complicated process, or in the case of budding businesses, often don’t know how to execute and leverage it properly.

Here are four tips to get more from CRM systems and turn it into a powerful weapon.

  1. Tell the software what to streamline.
  2. Make sales and marketing play nice.
  3. Use robots to make CRM adoption easy.

Most entrepreneurs know they need a CRM, but they use time, cost, and training as an excuse not to implement. When used correctly, a CRM system can go from an operational necessity into a competitive advantage.

 

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Infor Named A Leader in Nucleus Research Customer Relationship Management Value Matrix

Infor was recently named a Leader in the Nucleus Research Customer Relationship Management (CRM) Value Matrix. Vice president Rebecca Wettemann of Nucleus Research regarded that leaders in the CRM Value Matrix are augmenting functionality with more embedded analytics and artificial intelligence (AI), and are advancing in both desktop and mobile usability. Infor continues to incorporate to the Customer Experience (CX) Suite of applications with its usability and functionality, earning its place as a leader in the CRM Value Matrix. “Our vision is to empower sales and marketing professionals with the best and most effective tools on the market to help them connect, engage, and create valuable relationships with their customers,” said Jason Rushforth, vice president and general manager, Infor Customer Experience. “Infor is proud to once again be recognized by Nucleus Research for our continued efforts to innovate our products and support our customers.”

 

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How to Secure a User’s Lawson Report Writer Access

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Common Problem: User XXXXXX does not have update authority for folder XXXXX

This is an error you may run into when a user doesn’t have report writer permissions to add to a folder.

To resolve this, follow the example below:

 

This will take you to RW03.1 (you can also go directly to RW03.1 if you know the user class name)

 

Once you have the user class selected, set FC to A, add your users ID, set flags and press change. If list is full, press Page Down key.

Using Lawson and Big Data to Improve outcomes and reduce Employee Attrition

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During this 50 minute webinar, hear from Big Data experts how your Lawson (and other data) can be used to improve outcomes and reduce employee attrition. The webinar will cover other big data related topics as well and there will be industry examples to suit all audiences. Some of the topics covered include:

What is Big Data?
    + How does it differ from BI?
    + How does it apply to your Lawson data?
    + What is possible? Examples and use cases
    + How and where to begin?

 

Using Data Analytics To Drive Improvement Throughout Healthcare

For years, healthcare has been one of the most expensive industries in the United States. Experts are continuously searching cost-saving solutions, often involving technological integration. From cloud migrations to wearables – even Artificial Intelligence (AI), to lower costs today, organizations should start smaller and work their way up to such technology like AI. Employing technologies like data analytics that can quickly detect problem areas, create efficiencies, and save big. Healthcare organizations need analytics to help lower costs, optimize treatment plans, enhance service delivery, advance performance indicators, and streamline operational processes by providing real-time insights. A new generation of decision support tools, and working with clinical and operational systems, is required to provide point of decision insights to deliver cost-effective care paths.

 

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Account Generation List

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In Requisition Center, we are seeing an error next to the item we are ordering.  Hovering over the exclamation icon, we see the message:  “Error – 70500 is not included in account generation list”  How can we resolve this? 

In the item master, IC11.1, the account on the item is 6400.  If you go to GL20.1, you can inquire on the accounting unit 70500 and then click on the Accounts button for GL20.2.  Paging down will take you to account 6400.  There is an “Exists” column that shows No.  If you mark the line for add and change the accounting unit, the account will be changed to Exists Yes.  You should then be able to continue with the requisition without the error message. 

 

RQC

 

IC11.1

 

GL20.2

Infor Supports Digital Transformation at Milgard Windows and Doors

Infor announced that Tacoma based window and door manufacturer Milgard has successfully deployed Infor Configure Price Quote (CPQ). Needing to replace their aging quoting system, Milgard looked for a system that was scalable, one that could support their current pace of growth, as well as their high volume of customized orders, and would seamlessly integrate with their Enterprise Resource Planning (ERP) system. This ultimately led to the selection and implementation of Infor CPQ. “Our vision for a new quoting solution was to have a platform that made it easy to do business with Milgard,” said Vinod Nair, Chief Information Officer at Milgard Windows and Doors. “Infor CPQ was easy to use, intuitive and accurate, which met our goal to make the buying experience as stress-free possible for our dealers and their customers. The Infor solution also supports a more efficient and effective sales process, which is helping open us up to new opportunities and partnerships.”

 

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Babbitt Chainwheels Moves Away from Green Screens with Infor

Since implementing Infor CloudSuite Distribution, Babbitt Chainwheels, leading manufacturer of manually operated overhead valve actuators, has seen nothing but success. The ease of transition was in part due to Infor being at every step of the implementation, including on site consultants assisting and educating employees and further assistance once they went live. Ike Babbitt, vice president of operations, says “The intuitive user interface of Infor CloudSuite Distribution translated to fewer hours spent training our employees, and made for a smoother transition when we went live.” One of the biggest changes the company has seen since the implementation is the transition from on-premise to the cloud. No longer needing to maintain hardware, software, or data security, brings transparency to the entire business process.

 

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CRM is now the largest software market in the world

According to Gartner findings, global Customer Relationship Management (CRM) revenue amounted to US$39.5 billion at the end of 2017, overtaking database management systems (DBMS) which reached US$36.8 billion in the same year. Julian Poulter, research director at Gartner, says “CRM revenue will continue to take the lead of all software markets in 2018, with a growth rate of 16 percent.” The strong growth rate of CRM software revenue is driven in particular by lead management, field service management, and the vast amounts of valuable personal data consolidated in one place and kept for a considerable amount of time. “We have witnessed the rise of marketing technology and a recent resurgence in sales technology in the CRM market,” Poulter explained. As a result, this growing market continues to “attract many new entrants.”

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Rich Client Dev vs Prod Appearance

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When using Infor Cloud, the landmark rich client looks the same in dev as it does in prod. How can I easily recognize the difference between them?

Mistakes can happen when you are frequently changing between a development and production environment. It is easier to tell the difference between the environments when the productlines are installed with different names (dev and prod for example). If your environments use the same names, you can change the appearance in the rich client to help make it more obvious which environment you are using. From the Rich Client, click Start – Settings. Then select a different Theme color for the dev productline (green for example) and add DEV to the Display Name field. The other productlines on the dev system can also be selected and changed to green. Each of the productlines on the prod system can be changed to another color while also changing the Display Name to include PROD.