Understanding dashboard data

In a blog I posted about “How to create dashboards in Infor CRM” we looked at dashboards as a general tool to help you stay closer to the valuable data you need to be as efficient as possible. I highlighted the importance of having the right data at your “fingertips” and how useful a feature like the dashboard system is within Infor CRM. In this blog, we’ll look at the actual data behind the dashboards – where does it come from? What best practice tips are there?

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Making event management easier with CRM

My colleague, Alan Joenn, recently blogged about CRM and event management, raising questions about how easy it is to organise events using your CRM system. If you are involved with events, trade shows, product launches, showcases, seminars and so forth, then you will know how important it is to keep track of valuable information, such as acceptances, declines, preferences… data which is invaluable for a better understanding of individuals with whom you have a relationship, and data which is vital for success measurement and for future improvement. So how do you manage events with your CRM system? 

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How to create dashboards in Infor CRM

The dashboard is a highly customisable page that allows you to display and interact with a variety of analytical and performance data. You can customise your dashboard by using widgets to gain insight into organisational and individual performance levels; this data can be visualised in a various types of charts, pipelines, or you can view it in a list. Dashboards are great for giving you a quick overview of information that’s relevant to you – so how do you set up dashboards that work for you?

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How to get the most out of your technical support team

If you’re an Infor CRM client of ours then there is a good chance you know Luke Murphy, the magician who fixes all your technical problems at the drop of an email. This the helpdesk and we’re here to fix any issues you have with Infor CRM… however, it’s not always easy! Either because it’s a complex issue to solve; OR, we’re not provided with adequate information about the problem. For example, did you know that error IDs don’t actually tell us what the problem is? So, knowing what information we need to solve an issue becomes key.

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How to use Infor CRM for contract management

Contracts can come with several complexities in today’s world, especially when you take into account factors such as renewals and other complications such as discounts. These layers of complexity mean that it can be difficult to manage your customers’ contracts properly unless you’ve got a system that takes into account these complications and changes over time. So how can Infor CRM help with managing contracts? 

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How to achieve accurate sales forecasting and management

A sales person will often rely on experience and gut feel to estimate the probability of closing a sales deal. Whilst personal knowledge and hands-on experience certainly goes a long way, this doesn’t necessarily always work. So we have developed a question-and-answer style grid to help achieve consistent and accurate sales forecasting through an automated assessment of the opportunity status. It also helps guide the sales person with long term account development. We call this tool the Bid Grid and it sits within the Infor CRM opportunity management and pipeline forecasting module.

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How to use Quotes and Sales Orders in Infor CRM

Sales processes can sometimes be long and complicated, depending on what products and services are involved. A good CRM system will help streamline the process, linking initial quotes and sales orders with opportunities to provide a clear picture of what, when and who is involved from initial enquiry stage to final purchase. So what does this look like in Infor CRM?

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Video: What are Opportunities in Infor CRM?

One of the pillars in any CRM system is sales management. In Infor CRM, and indeed in most other CRM systems, your potential sales converting to accounts and contacts are called opportunities. Opportunity management allows you to store and report on information that you’ve collected on each sales potential, including the probability of closing a sale, estimated close dates, who’s working on the deal, and so on. So what do opportunities look like in Infor CRM?

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