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Introduction
Welcome to our guide on how to use Infor CRM. In today’s digital age, managing customer relationships and data is crucial for businesses. Infor CRM is a powerful tool that can streamline the customer relationship management process, allowing you to focus on growing your business. The following guide will provide you with a detailed explanation of how to effectively use Infor CRM.
Whether you’re a small business owner, a sales representative, or an IT professional, this guide is designed to help you make the most of Infor CRM. We will cover everything from the basics of Infor CRM to advanced techniques that will help you maximize its potential. By the end of this guide, you’ll be able to utilize Infor CRM to optimize your business’s performance and manage customer relationships effectively.
Before we dive into the specifics of using Infor CRM, let’s take a moment to understand the importance of customer relationship management and why it’s vital for businesses today.
What is Customer Relationship Management?
Customer Relationship Management, or CRM, is a strategy businesses use to manage their interactions with potential and existing customers. It involves using data analysis to understand customers’ needs and behavior to improve business relationships with customers, ultimately driving sales growth.
With CRM software like Infor CRM, businesses can manage customer relationships in a more organized and efficient way. CRM software can help businesses automate processes, such as lead generation and customer follow-up, making it easier to manage customer interactions at scale.
Why is Customer Relationship Management Important for Businesses?
In today’s competitive business landscape, customers have more options than ever before. Businesses need to create lasting relationships with customers to stand out from the competition. A strong CRM strategy helps businesses understand their customers, provide personalized experiences, and ultimately, build customer loyalty.
Effective customer relationship management can also help businesses identify opportunities for growth and drive revenue growth. By gaining insight into customer behavior and preferences, businesses can identify new sales opportunities and tailor their sales approach accordingly.
Now that we understand the importance of customer relationship management, let’s dive into how to use Infor CRM.
How to Use Infor CRM
Infor CRM is a software designed to help businesses manage customer relationships effectively. The platform provides a range of tools that allow businesses to manage and analyze customer data, automate processes, and ultimately drive sales growth.
Below, we’ll explore each of the features that Infor CRM offers and how to use them effectively.
Getting Started with Infor CRM
When you first log in to Infor CRM, you’ll be taken to the home screen. The home screen is where you’ll find the main menu, which provides easy access to all the features of Infor CRM.
To get started, you’ll need to add your customer data to Infor CRM. You can do this by importing your data from a spreadsheet or manually entering it into the system. Once your data is uploaded, you can start using Infor CRM to manage your customer relationships.
Managing Customer Information with Infor CRM
Infor CRM allows businesses to manage customer information in one centralized location. You can store customer contact information, purchase history, and other relevant data.
To manage customer information in Infor CRM, start by navigating to the Contacts tab. Here, you’ll see a list of all your customers, which you can sort and filter as needed. You can also create new contacts by clicking the New Contact button.
From the contacts page, you can view and edit customer information, including contact details, address information, and notes. You can also create custom fields to store additional customer data.
Automating Processes with Infor CRM
One of the key benefits of using Infor CRM is the ability to automate processes. With Infor CRM, you can automate lead generation, customer follow-ups, and other processes to save time and improve efficiency.
To automate processes in Infor CRM, start by navigating to the Automation tab. Here, you’ll see a list of all the automation rules you’ve set up. You can create new automation rules by clicking the New Rule button.
Automation rules allow you to automate actions based on triggers. For example, you can set up a rule to automatically send an email to a customer when they make a purchase.
Analyzing Customer Data with Infor CRM
Infor CRM provides a range of tools for analyzing customer data. With Infor CRM, you can gain valuable insight into customer behavior and preferences, which can help you identify new sales opportunities and improve customer satisfaction.
To analyze customer data in Infor CRM, start by navigating to the Reports tab. Here, you’ll see a list of all the reports you’ve created. You can create new reports by clicking the New Report button.
Reports in Infor CRM allow you to visualize your customer data in a way that’s easy to understand. You can create reports based on customer demographics, purchase history, and other variables.
Collaborating with Team Members using Infor CRM
Infor CRM allows teams to collaborate on customer relationship management. With Infor CRM, team members can view and edit customer data, track progress on leads and deals, and communicate with each other in real-time.
To collaborate with team members using Infor CRM, start by navigating to the Team tab. Here, you’ll see a list of all the team members you’ve added to Infor CRM. You can add new team members by clicking the Add Team Member button.
From the team page, you can assign tasks to team members, track progress on leads, and communicate with team members using the built-in messaging system.
Customizing Infor CRM to Meet Your Business Needs
Infor CRM is a flexible platform that can be customized to meet the specific needs of your business. With Infor CRM, you can create custom fields, workflows, and automation rules to optimize your CRM strategy.
To customize Infor CRM to meet your business needs, start by navigating to the Administration tab. Here, you’ll see a range of tools for customizing Infor CRM.
From the Administration page, you can create custom fields, workflows, and automation rules. You can also manage user permissions and set up integrations with other tools your business uses.
How to Use Infor CRM: A Comprehensive Guide
| Feature | Description |
|---|---|
| Contacts | Manage customer information in one centralized location |
| Automation | Automate lead generation, customer follow-ups, and other processes |
| Reports | Analyze customer data in a way that’s easy to understand |
| Team Collaboration | Collaborate with team members on customer relationship management |
| Customization | Customize Infor CRM to meet the specific needs of your business |
Frequently Asked Questions
How does Infor CRM differ from other CRM software?
Infor CRM is designed to be a more intuitive and user-friendly platform than other CRM software on the market. It offers a range of advanced features, such as automation and collaboration tools, that make managing customer relationships easier and more efficient.
Can Infor CRM be integrated with other tools my business uses?
Yes, Infor CRM can be integrated with a range of other tools, such as email marketing platforms and e-commerce platforms. This allows you to streamline your business processes and manage customer relationships more effectively.
Is Infor CRM suitable for small businesses?
Yes, Infor CRM is a flexible platform that can be adapted to meet the needs of businesses of all sizes. It’s particularly useful for small businesses that are looking to automate processes and manage customer relationships more efficiently.
How much does Infor CRM cost?
Infor CRM offers a range of pricing plans, depending on the specific needs of your business. To get a quote, you’ll need to contact Infor CRM directly.
Can Infor CRM help me generate leads?
Yes, Infor CRM includes lead generation tools that allow you to identify potential customers and track their progress through the sales funnel.
Is it easy to migrate my data to Infor CRM?
Yes, Infor CRM provides a range of tools for migrating data from other CRM software and spreadsheets. Their support team can also assist with the migration process if needed.
How secure is my data in Infor CRM?
Infor CRM uses industry-standard security protocols to protect your data. They also offer a range of compliance certifications, such as ISO 27001 and SOC 2, for added peace of mind.
Can I access Infor CRM on my mobile device?
Yes, Infor CRM offers mobile apps for iOS and Android devices. This allows you to manage customer relationships and access customer data on-the-go.
Is training available for Infor CRM?
Yes, Infor CRM offers training and support for their platform. They provide a range of resources, such as webinars and documentation, to help businesses get the most out of the software.
Can I try Infor CRM before I commit?
Yes, Infor CRM offers a free trial of their software. This allows you to test out the platform and see if it’s a good fit for your business before committing to a paid plan.
Does Infor CRM offer customer support?
Yes, Infor CRM offers customer support through their support center. They provide a range of resources, such as documentation and a knowledge base, to help businesses troubleshoot issues with the platform.
How often is Infor CRM updated?
Infor CRM is updated regularly to ensure that it remains a powerful and up-to-date platform. These updates are designed to improve the user experience and add new features and functionality to the software.
Can Infor CRM be customized to match my business’s branding?
Yes, Infor CRM can be customized to match your business’s branding. You can add your logo and customize the color scheme to make the platform more personalized.
How quickly can I get started with Infor CRM?
Infor CRM offers a range of onboarding options to help businesses get started quickly. Their support team can assist with data migration and provide training on how to use the platform effectively.
Conclusion
Infor CRM is a powerful tool that can help businesses manage customer relationships effectively. By using the platform’s features, such as automation and collaboration tools, businesses can save time, improve efficiency, and ultimately drive sales growth.
To get started with Infor CRM, begin by importing your customer data to the platform. From there, you can use the platform’s features to manage customer information, automate processes, analyze customer data, and collaborate with team members.
We hope this guide has been helpful in understanding how to use Infor CRM. By following the tips and best practices outlined in this guide, you can optimize your CRM strategy and build stronger relationships with your customers.
Disclaimer
The information provided in this guide is intended for informational purposes only. The author and publisher of this guide are not liable for any damages or losses that may occur as a result of using the information in this guide. Before implementing any changes to your business processes, consult with a professional advisor.
