Customer relationship management (CRM) software is a major player to running and growing a successful business, big and small. The customer is put at the heart of everything – from product creation to marketing – based on their needs. When looking for the best CRM software, one of the key factors to be aware of is growth. How will you use a valuable tool like CRM to grow your business? TechRadar’s Paul Maplesden shares an interesting article highlighting the following seven changes to a CRM that will help grow your business. For an in depth look at all seven, click the link below to the original article.
Create a CRM baseline for your current customers and sales processes
Understand the CRM areas that lead directly to customer and business growth
Prioritize small business improvements to increase customer awareness, understanding, and revenue
Use CRM to build trusted communications with your customers
Focus on strong informational and educational content for customers
Optimize and split-test your business CRM sales process
Measure and optimize your CRM changes as part of continual improvement
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APIs provide a secure way for unrelated applications to communicate with each other. Infor Process Automation offers tools that allow you to utilize third-party APIs to integrate applications with Lawson. IPA processes can gather data out of third-party systems via API for import into Lawson, or they can generate data out of Lawson and format it for an API request. These integrations can be real-time or near real-time, depending on the capability of the API.
Generally speaking, APIs will be called using a Web Service Node or a Web Run Node. These nodes can be found in the Web/XML/JSON category in IP Designer.
Web Service Node
The Web Service Node is used for SOAP API calls. The authentication information can be stored in a configuration set under the Web Service tab. It is recommended that you create a new configuration set for each interface, and there can only be one Web Service configuration per set. The authentication options are Basic or WS Security. Both accept a username and password.
When setting up a Web Service node in IP Designer, select the configuration set that contains the authentication data. Populate the WSDL tab with a schema file or URL. That way, you can use the “Build” button to generate the SOAP call. You can also type the SOAP call directly into the Activity window.
Web Run Node
The Web Run node is best for APIs that use advanced security, or that don’t require XML input (i.e. the call can be made via query string). Web Run offers authentication types of OAuth 1.0a or Basic. The connection information can be set up in a configuration set, and you also have the option to override the connection in the properties of the node. As mentioned above, it is always recommended that you have at least one configuration set per interface, and bear in mind that there can be only one Web Run configuration per set.
In IP Designer, the Web Program property would be whatever comes after the Web Run URL that you configured in the configuration set, or in the override. You can also pass header strings and POST strings when needed. The third-party vendor should be able to provide you with templates for making calls. It is best to test these calls using a third-party tool such as Postman before attempting them in IPA.
Reading Responses
Most APIs will send back a response in either JSON or XML. There are a few methods for reading these responses so that the data can be used later in your flow.
JSON Parser
If the response is in JSON, use a JSON Parser node to parse the output. In IP Designer, if you go to the Output tab on the JSON parser and upload a sample document, the “Set Variable” button will show the available variables in the response.
Then, each element can be accessed from in the JSONParser_jsonvar. Each element is represented by name using the syntax [“name”]. If an element can have multiple instances, each instance should be referenced by an index (0-based). For instance, this assignment accesses the first result in the list, element “u_requested_for”, and element “value” of the u_requested_for block:
If the response is in XML format, it can be accessed similarly to JSON, by calling each element by name. In the case of XML, it is important to include the Schema information to assist with calling each element. Once the Schema is populated (either by URL or by a xsd file), you can click the “Build” button to display each element and a sample of how it should be accessed. If you prefer working with JSON, another option for working with XML nodes is to use a JSON Converter to convert the XML to JSON. Then you can work with the output from the converter node.
Triggering
Interfaces that send data out of Lawson to a 3rd party can be run real-time. There are multiple ways to trigger a process based on some activity in Lawson (see here and here for some examples). It would be tricker to send data from a third-part TO Lawson in real-time. Typically, it’s best to do batch processing, where you reach out to the 3rd party system at some defined interval and gather whatever records are available. If real-time processing is an absolute necessity, you will need to get a little creative since Landmark and Lawson don’t have their own APIs. Some ideas would be to have the third-party app drop a trigger file to be picked up by a file channel, or to have the third-party app trigger a work unit using BPM. In all cases, there will have to be some custom programming involved.
Use Cases
User Deprovisioning
We had a request to query the Service Now API for users that needed to be deprovisioned. The flow then removed roles and disabled the user accounts, as well as removing any tasks they had in IPA. Then, it would update the original ticket with a status. This type of interface has many, many applications. If your help desk ticketing system has an API, you can automate tickets for interface failures, user provisioning and deprovisioning, and much more. It is important to note that most ticketing systems are highly configurable, so there should be a lot of planning up front to make sure the interfaces are efficient and leave little room for “accidents”.
The key nodes for these flows are a Web Run node that makes the GET API call with a query string; a JSON parser node that accepts the response from the API call; assignment nodes to access the data in the JSON parser; and another Web Run node that updates the ticket with a POST API call.
Automating AP Tasks
We have written many flows that reach out to various third-party vendors, such as Guidewire or Expense Wire, over API. These interfaces do everything from adding/updating vendors to creating check requests. Whenever possible, we will gather the data from the API call and put it into a flat file format that can be brought in by a conversion job (such as AP510 or AP520). This assists with error handling, and helps to mitigate points of failure. It’s also more efficient than adding data one-by-one. If a conversion program isn’t an option, it is also possible to use Lawson Transaction nodes to add data to Lawson. We also have interfaces that send data back to the originating application to keep the systems in sync.
The key nodes for these flows are a Web Service node that makes the SOAP API call with an XML request; an XML node that accepts the response from the API call; a file access node that creates a perl script to read the XML response and generate a flat file for a Lawson conversion job; and a system command node that calls the perl script.
HR Automation
APIs have quite a few applications when it comes to HR Automation. They can be used to get time records from an external system, or benefits data, or they can be used to export such data. This particular use case was for importing employees from an HR system into Lawson as vendors in AP10 so that they can be part of an expense reimbursement program.
The key nodes in this interface are a Web Run node to get the list of new employees; a JSON parser node to read the response from the Web Run; and various assign nodes to access the variables from the JSON parser.
Bank Transactions
Banks tend to be (rightfully) extra secure, so there is a good chance that the authentication process when you are dealing with a bank’s API may be a bit too complex for the Web Run or Web Service nodes. We ran into this scenario with an interface meant to send out payments to a bank for a program allowing vendors to make their own payments to the client through the bank. To get around the complex authentication methods, we wrote a custom program to handle the API calls. It accepts any payload file and sends it to the bank. We opted to keep the process in IPA rather than going fully custom, because IPA offers quick and simple hooks into Lawson, as well as an easy scheduling interface. Also, it’s often ideal to keep all interfaces in one application for maintenance.
The key nodes for this process are the XML builder, where we build the API request in the required XML format, which is then saved to a payload file. Then, there is a system command node that calls the custom executable with the path to that file, and that is what actually makes the call.
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GAP Group, the leading independent equipment hire company in the UK, is deploying the multi-tenant cloud ERP system Infor CloudSuite Equipment. This enterprise suite is specifically designed for equipment manufacturers, dealers and rental companies, delivered via the multi-tenant cloud on Amazon Web Services (AWS). The solution will help increase operational efficiency across the group, streamlining the sales order process while providing access to the latest software updates. Per the press release, GAP group is currently using Infor M3 on-premises to manage the service and rental of its entire product range and uphold compliance with vital health and safety regulations. Its upgrade to Infor CloudSuite Equipment will help deliver additional system security, scalability, functionality and reliability. Anwen Robinson, Infor GM and SVP for UK & Ireland, comments, “More businesses are recognizing the benefits of moving to the cloud for enhanced scalability and business agility. GAP Group’s investment in Infor CloudSuite Equipment is a great example of this, helping the business maintain its focus on customer service excellence and strategic growth without having to worry that its systems are holding it back.”
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Mobile Area Water and Sewer (MAWSS) has chosen to upgrade from Lawson S3 to Infor Financials & Supply Management. The Alabama based provider of water and sanitary sewer service has been an Infor customer since 1999, and has trusted Infor to help it digitally transform in the cloud with an updated, modern, strong ERP foundation. Per the press release, MAWSS will apply automated workflows and role-based security to tighten access to sensitive public data and harness the power and responsiveness of the Infor cloud to remain ahead of its competition. Comptroller at MAWSS comptroller Dedra Cassidey comments, “The Infor team has guided us through this transition, leaving nothing unchecked. The new reporting platform with customizable dashboards will allow our users to focus on specific KPIs, contributing to the success of our overall strategic plan.” Upgrading to the cloud will benefit MAWSS from a new modern user experience as new entrants to the workforce demand easy-to-use business applications. Further, it will allow the IT department at MAWSS to focus on value-added tasks rather than tracking when ERP updates are needed and performing the work manually.
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APIs provide a secure way for unrelated applications to communicate with each other. IPA allows you to utilize third-party APIs to integrate applications with Lawson. It is a way to export data such as employee records or purchase requests, as well as importing data such as time records or third-party billing & revenue.
Learn how to use IPA to effectively communicate with third party applications in real or near-real time.
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When performing an update of Lawson Core Technology, you may come across the error “LID port xxx already used”. If your services are stopped, and you know nothing is listening on the LID port, you may have to temporarily change the port to get the install to complete.
To change the port, open the command line as administrator and set the environment variables. Then, type the command “laconfig” to open the configuration screen. Change the “lalogin Port” to some other port that isn’t being used. Click “Apply” and “OK”. Continue with the technology update.
After the technology update, go back into laconfig. The port should have been set back automatically (based on the install.cfg file). If it isn’t, you can set it back manually.
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Customer relationship management (CRM) is a dedicated tool that – as the name says – revolves around customer relationships. From customer service representatives fielding calls about customer issues to your marketing team dedicating resources to listening to customers and analyzing social behavior, there are so many ways to learn about your customers’ needs and even more ways to communicate and connect with them. For example, with social media being more and more the “norm” for latest topics, news, and communication, there is certainly a way to benefit from this widely used platform with your company’s CRM system. A great read on Forbes explains that many companies haven’t sufficiently tied their customer relationship management tools to their social media efforts. Members of the Forbes Communications Council share some best practices to connect and integrate CRM resources and social media efforts below:
Use A Third-Party Social Media Manager
Include All Channels Relevant To The Customer Journey
Understand Your Customer’s Full Experience Journey
Use A Marketing Stack That Analyzes And Automates A Personalized Customer Experience
Connect Automated Review Generation Software With Your Social Platforms
Integrate CRM And Social Tools With Customer Data Platforms
Drive Integration With A Congruent Approach Between Teams
Use Unique Landing Pages To Ensure Accurate Attribution
Find A Way To Track Your Interactions
Consider Implementing A Customer Care Software Suite
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Infor recently closed an agreement with Toy Partner, a Spanish company with more than 40 years experience importing and distributing a wide range of consumer products, especially toys. Per the press release, the five-year SaaS deal will help modernize and streamline its enterprise management system with a more modern, robust and flexible cloud service, suitable to meet new IT challenges the company will face. The implementation of Infor CloudSuite Distribution Enterprise that will run on AWS, will be carried out by Infor partner Acter Consulting. Julio Rubini, executive director of Toy Partner, shares that the company’s main needs were to manage information in a more open way, ensure that processes worked correctly and improve interfaces with third parties. “This is an ideal opportunity to review database structures and improve processes and management systems in the company,” Rubini says. “Although we analyzed several options, Infor is the one we trust the most, both in terms of the preparation of the proposal and the way it works. Acter Consulting’s advice has also been a key factor, making it easier for us to understand and be sure that the system is the right one and that it will perfectly meet our requirements.” Further, José Velázquez, Infor’s general manager for Iberia, comments, “We are confident that our collaboration with Toy Partner will be long and productive. We are very pleased to be part of this modernization and process improvement project to which Toy Partner is so committed.”
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Often, when you are having an issue with Lawson and/or Landmark, one of the questions Infor will ask you is whether your systems are federated. If you are unsure, there are a couple of simple ways to tell.
First, you could log into the WebSphere instance for your LSF application. Go to Applications > Application Types > WebSphere enterprise applications. If you see the application “scwebadminapp”, it is very likely that your systems are federated.
Another way to tell is to review the lsservice.properties file on either of your service (at LADIR/system for Landmark or LAWDIR/system for Lawson). If you see references to the remote server in these two files, and you see that there is an entry for “server.authservicename”, then your system is federated.
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Leading global supplier of drive components, SEG Automotive is in the midst of this transformation and is relying on Infor CloudSuite Automotive to take them there. The automotive industry is a fast moving environment with high speeds of transformation and increasing complexity in the networking of hardware and software are leading to the fact that established players have to change to survive in the market — in terms of their product portfolio, their processes, and their digital tools. Per the press release, SEG Automotive chose Infor CloudSuite Automotive as an essential part of its digital transformation to efficiently optimize and manage its business processes on a single global multi-tenant cloud platform. The automotive supplier’s cloud-first strategy enables the standardization of digital business processes to continuously make innovations and extensions available automatically. Further, Infor CloudSuite Automotive enables SEG Automotive to further develop the areas of Internet of Things (IoT) and machine connection and to use integrated EDI functions. Infor partner Merino Consulting Services is supporting the implementation at SEG Automotive locations worldwide. Go-live worldwide is planned by 2023 at the latest.
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