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

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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

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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

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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

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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

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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

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Using CRM for great customer service

We all know that providing great customer service is key to retaining customers as well as attracting new ones by building on a good reputation. But it’s not always easy providing a sterling service and the reasons may vary – for example, your resources may be stretched during busy periods,

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