Stop Using Spreadsheets

We’ve been saying this for a while now, here’s an article from our Managing Director on how to escape spreadsheet hell, but we’re still seeing businesses using spreadsheets to record and manage their customer interactions. There is a much better way to be doing this and it’s called CRM.

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Visualising Data using Maximizer CRM

Well, this is quite the journey we have been on. This is the final article in a 3-part series that has looked at how Maximizer CRM helps you to firstly, Manage Data Integrity and then secondly, support that ‘clean data’ by feeding Repeatable & Scalable Processes. The final cog in the data machine is visualising the output data from the processes in a way that keeps the business moving in the right direction.

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Not sure how a Maximizer CRM dashboard works? Here are the basics:

If you don’t know what you’re looking for, setting up dashboards in Maximizer can be quite intimidating. If you’re not sure how to make them work, look no further. This blog will walk you through the basics of CRM dashboards – what they are, who they were made for, and most importantly, how to make them.

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Using formula fields to format date fields for use on dashboards in Maximizer CRM

Dashboards in Maximizer CRM are great tools to use as they provide you with a detailed view of activities of your choice, making it easy to monitor progress. What’s more, dashboards allow you to see metrics in real time so you can quickly assess which areas require attention. In this blog, we will explain how to use formula fields in Maximizer CRM to format date fields for use on dashboards. This assumes that you already know how to create Maximizer dashboards, catalogue searches and user-defined fields (UDFs). If not, contact us for more information. There are a few occasions when

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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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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 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 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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How to create dashboards – for the sales manager

Dashboards in Maximizer CRM are great tools to use as they provide users and managers with a top-down view of activities (sales, marketing and customer service), making it easy to monitor progress. What’s more, it allows you to see metrics in real time so you can quickly assess which areas require attention. So how do you create a dashboard?

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3 ways to turn data in Infor CRM into knowledge

CRM systems are great at Information Processing – in other words, the journey taken when raw, unorganised and unprocessed data gets converted into meaningful information. This process is achieved because CRM systems are able to show relationships and connections between different types of data. For example, communication records of phone calls, meetings and notes are only useful when the record is related to the contact with which the interaction took place. With this view of interconnected data, information becomes meaningful to the user.

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