What is Net Promoter Score and How Can You Use It?  

In this article I will be speaking about NPS and how it can help your business, you may have clicked onto this article if you have no idea what NPS is, you may have heard these three letters circulate in conversations or quite possibly you are aware of what NPS is but would like to know how this can benefit your business. 

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8 Reasons Why Your Business Needs Maximizer

Maximizer is an incredibly powerful tool and is the perfect entry-level CRM system. It works for businesses both small and large, from start-ups to enterprise-level businesses. If you’re tired of managing all of your business information through a library of spreadsheets, here are eight reasons to upgrade to Maximizer today.

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Top 5 considerations for business owners when choosing CRM

In this article, as the title suggests, we give you our top 5 considerations for business owners when choosing CRM. For owners of small businesses, 2019 is looking like a challenging year. The news is full of local, national and international stories that seem to throw up challenges on a daily basis. Before succumbing to feelings of despair, it’s worth recalling what makes your business special and unique. Keeping focussed on your business and what you are offering is a sure-fire way of maintaining momentum. It also helps in selecting tools that can take you to the next level of

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Do you need to transform your CRM strategy in 2019?

After a long, but very enjoyable week spent working with clients, I spent Friday in our offices in Kent. A day to catch up on emails and review our own CRM system to bring back some of the things learnt in the field. My first email of the day, from our Chairman, Mike Collier, contained this timely reminder. Written in June 2013 as a short blog, it highlights some possible changes to be made to our CRM system (shortened slightly here).

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Ticket User Options – How to Customise Ticket Interactions in Infor CRM

I’ve been covering a series of blogs about efficient ticket management. In this blog, we will look at how user options can be set to tweak user/customer interactions with Tickets in Infor CRM. This is particularly useful for users who need to manage ticket interactions – what’s more, it allows for a custom experience that is highly tailored to fit your organisation’s needs.

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Efficient Ticket Management – setting up standard problems and resolutions

If you are on the Customer Services team, then you’ve probably encountered common issues that customers raise with you – and more often than not, they will require common ways to resolve these problems. When these issues and resolutions crop up repeatly, is there a way to standardise them so that it becomes quick and easy to handle them? The answer is yes! The added bonus is that you’ll build up a Knowledge Base for your team, making it easy and quick for everyone to handle customer service cases. Here’s how…

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How to create dashboards – for the customer service team

In my last blog, I talked about how dashboards in Maximizer CRM can provide users and managers with a visual overview of key performance indicators, making it easy to monitor progress. I gave an example of how to create a sales dashboard – the video in this blog will show you how to create a dashboard if you’re in the customer services team and have customer support cases to handle on a regular basis. Monitoring key metrics is essential for customer service departments that are governed by service level agreements. 

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Efficient Ticket Management – how to manage ticket urgency

If you’ve been following my blog-series on how to efficiently manage tickets in Infor CRM, you’ll understand what the different contract types are, and how to configure area, category and issue values. If not, the links to those articles are given below. In this blog and video tutorial, you’ll be shown how to configure the Urgency value, which can then be applied to tickets in your Infor CRM system. For example, if you have a Service Level Agreement with your customer, by making sure you manage your ticket urgency correctly, you will ensure your tickets are handled with the appropriate

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Efficient Ticket Management – logging tickets with proper configuration

Last week I started this blog-series on Infor CRM ticket management by covering contract types. As mentioned in that blog, how well the ticket functionality is used in your Infor CRM system depends on many factors, so in this blog (including a video below) I will show you how to configure the Area / Category / Issue so that your tickets can be logged properly. This is part 2 of a 6-part series in efficient ticket management, which will cover: Contract Types – and how they will determine what gets logged against it  How to configure the Area/Category/Issue so that Tickets can

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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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