6 CRM Best Practices to use in to 2022

What a year we’ve had! We’ve still got a little bit to go, but as the days get shorter, I’m painfully aware that 2021 is almost over (where did it go?!) and that my Q1 2022 marketing plan needs to be finished and ready so that we can start the year running. The end of the year marks the perfect time to have a look at your CRM and think about how it’s performed over the year and where things can be improved.

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Checklist for improving user adoption in CRM

I recently attended a psychology lecture at Manchester Met Uni. So what’s this got to do with user adoption in CRM? Well – the answer is “a lot”. Generating the right environment for the individuals in your CRM user community to change their behaviour and start using your CRM system effectively is no easy task. Many of us have the battle scars to prove that! So I’d like to share the lessons I learnt from the Manchester Met lecture and how to apply this piece of psychology to the world of CRM.

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CRM is for life, not just for Christmas!

CRM is for life… Not just for Christmas With the end of the year fast approaching, you’d be forgiven for thinking that companies are beginning to wind down. This is certainly not the case with many of the financial services clients I manage. In the run-up to the end of the year, many have been in due CRM diligence mode, auditing their CRM investment and looking at ways to enhance their return in the year ahead.

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5 important CRM project start-up tasks

So you’ve identified what your CRM strategy is and you’ve been through a lengthy process of inviting various CRM suppliers to pitch a selection of products to your company. You’ve narrowed this list down based on how well this fits with your strategy and eventually decided on a single supplier and a single solution. Great – that’s the first step towards enjoying the benefits that CRM brings! At this point it’s really important to set yourself up for the project to be a success early on in order to avoid common pitfalls. How do you do that? Well, here are

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CRM seminar in London on 28th March

There’s only one reason to accept an invitation to a seminar these days – and that’s because there’s something of value to be learned … something which you cannot find online. So please join us at our seminar on Tuesday 28th March at Southwark Cathedral, near London Bridge. What will you learn that Google couldn’t find for you? You’ll learn something we call ‘The Truth about CRM’. 

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What’s the best way to use picklists in Infor CRM?

Picklists are fantastic for keeping your data quality high by controlling the values a user can enter. This makes reporting and searching much more reliable – we all know the issues with free type fields don’t we? But not all picklists behave the same as they depend on the functionality they are tied to… so what’s the best way to work with them?

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Efficient Ticket Management in Infor CRM – Understanding Contract Types

How well the Ticket functionality is used in your Infor CRM system depends on several factors, so in the following blogs and videos I will cover some best practices and tips for how to save time by setting them up and configuring them. This 6-part series will cover: Contract Types – and how they will determine what gets logged against it (this blog) How to configure the Area/Category/Issue so that Tickets can be logged properly How to configure the Urgency in order to have SLAs (Service Level Agreements) against Tickets How to set up Standard Problems/Resolutions in order to streamline the processing

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What does an independent CRM consultant do?

If you are preparing to deploy a CRM solution across your organisation, why should you take some of your limited budget and give it to an independent CRM consultant? This becomes even more relevant if you have already chosen your CRM platform. Do independent consultants help or hinder the delivery of successful CRM projects?

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Best practices when using Infor CRM’s Xbar and Outlook Connector

Now that we’ve had a look at Infor CRM’s Xbarand the  Outlook Connector as well as gone through their differences, let’s take a deeper look at how these nifty tools can be fine-tuned to suit your individual preferences. By fine-tuning the way things are done, you will not only make life easier for yourself, but also engage in best practices as you become more efficient and effective.

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How to enforce CRM best practices in your business

Following on from recent blogs on Analytical CRM (Alan) and Operational CRM (mine), what about some thoughts on CRM best practice? If your CRM system is to reach its full potential, then it has to do more than just improve efficiency and reduce risk. To achieve the 10% improvement to your bottom line that CRM vendors promise, you will need to improve the effectiveness of your CRM users. Building in best practice is only the start. Getting people to change their behaviour and adopt new working practices is a major challenge for any CRM project.

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