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Introduction
Greetings, dear audience! In this article, we’ll discuss all about Infor CRM How To’s, from basic functionalities to in-depth tips and tricks. Infor CRM, previously known as SalesLogix, is a popular CRM (Customer Relationship Management) software used by businesses worldwide. It offers a variety of tools to manage customer interactions, sales processes, and marketing campaigns. However, using Infor CRM may seem overwhelming to some users, especially the first-timers. That’s why we’ve compiled this comprehensive guide that will help you get started with Infor CRM, step-by-step.
In this guide, we’ll cover various topics such as, how to set up Infor CRM, how to add and manage contacts, how to track sales opportunities, how to create campaigns, and much more. We’ve also included some FAQs to answer any queries that you may have regarding Infor CRM. So, let’s dive into the world of Infor CRM How To together!
Infor CRM How To: A Detailed Explanation
Infor CRM offers a wide range of features that can be customized based on business requirements. Here’s a step-by-step guide to help you get started with Infor CRM:
1. Setting up Infor CRM
Before you can start using Infor CRM, you need to set it up first. Here are the steps:
| Step | Description |
|---|---|
| Step 1 | Download and install Infor CRM from the official website. |
| Step 2 | Launch the software and log in using your credentials. |
| Step 3 | You’ll be directed to the home screen, which displays a dashboard with various options. |
| Step 4 | You can now start setting up Infor CRM according to your requirements. |
2. Adding and Managing Contacts
Adding and managing contacts is an essential function of any CRM software. Here’s how you can do it in Infor CRM:
2.1. Adding Contacts
Here are the steps to add contacts to Infor CRM:
| Step | Description |
|---|---|
| Step 1 | Log in to Infor CRM using your credentials. |
| Step 2 | Click on “Contacts” from the top navigation bar. |
| Step 3 | Click on the “Add” button on the right-hand side. |
| Step 4 | A form will appear, fill in the required details such as name, email, phone number, address, etc. |
| Step 5 | Click on the “Save” button to complete the process. |
2.2. Managing Contacts
Once you’ve added contacts, you can easily manage and update their details in Infor CRM. Here’s how:
| Step | Description |
|---|---|
| Step 1 | Click on “Contacts” from the top navigation bar. |
| Step 2 | Select the contact that you want to manage. |
| Step 3 | You can now update the contact’s details, add notes, etc. |
| Step 4 | Click on the “Save” button to save the changes. |
3. Tracking Sales Opportunities
Infor CRM allows you to track and manage sales opportunities, which can help you analyze your sales pipeline and identify areas for improvement. Here’s how you can track sales opportunities in Infor CRM:
3.1. Creating Opportunities
To create an opportunity in Infor CRM, follow these steps:
| Step | Description |
|---|---|
| Step 1 | Log in to Infor CRM using your credentials. |
| Step 2 | Click on “Opportunities” from the top navigation bar. |
| Step 3 | Click on the “Add” button on the right-hand side. |
| Step 4 | A form will appear, fill in the required details such as opportunity name, estimated revenue, etc. |
| Step 5 | Click on the “Save” button to complete the process. |
3.2. Managing Opportunities
After you’ve created opportunities, you can easily manage and track them in Infor CRM. Here’s how:
| Step | Description |
|---|---|
| Step 1 | Click on “Opportunities” from the top navigation bar. |
| Step 2 | Select the opportunity that you want to manage. |
| Step 3 | You can now update the opportunity’s details, add notes, etc. |
| Step 4 | Click on the “Save” button to save the changes. |
4. Creating Campaigns
Infor CRM offers a variety of tools to create and manage marketing campaigns. Here’s how you can create campaigns in Infor CRM:
4.1. Creating Campaigns
To create a campaign in Infor CRM, follow these steps:
| Step | Description |
|---|---|
| Step 1 | Log in to Infor CRM using your credentials. |
| Step 2 | Click on “Campaigns” from the top navigation bar. |
| Step 3 | Click on the “Add” button on the right-hand side. |
| Step 4 | A form will appear, fill in the required details such as campaign name, start and end dates, etc. |
| Step 5 | Click on the “Save” button to complete the process. |
4.2. Managing Campaigns
After you’ve created campaigns, you can easily manage and track them in Infor CRM. Here’s how:
| Step | Description |
|---|---|
| Step 1 | Click on “Campaigns” from the top navigation bar. |
| Step 2 | Select the campaign that you want to manage. |
| Step 3 | You can now update the campaign’s details, add notes, etc. |
| Step 4 | Click on the “Save” button to save the changes. |
FAQs
1. What is Infor CRM?
Infor CRM is a popular CRM (Customer Relationship Management) software used by businesses worldwide. It offers a variety of tools to manage customer interactions, sales processes, and marketing campaigns.
2. How do I set up Infor CRM?
To set up Infor CRM, you need to download and install it from the official website. Once installed, you can launch the software and log in using your credentials. You’ll be directed to the home screen, which displays a dashboard with various options. You can start setting up Infor CRM according to your requirements.
3. How do I add contacts to Infor CRM?
You can add contacts to Infor CRM by clicking on “Contacts” from the top navigation bar, then clicking on the “Add” button on the right-hand side. Fill in the required details such as name, email, phone number, address, etc. Click on the “Save” button to complete the process.
4. How do I manage contacts in Infor CRM?
You can manage contacts in Infor CRM by selecting the contact that you want to manage from the “Contacts” section. You can then update the contact’s details, add notes, etc. Click on the “Save” button to save the changes.
5. How do I track sales opportunities in Infor CRM?
To track sales opportunities in Infor CRM, you need to create opportunities by clicking on “Opportunities” from the top navigation bar, then clicking on the “Add” button on the right-hand side. Fill in the required details such as opportunity name, estimated revenue, etc. Click on the “Save” button to complete the process. To manage opportunities, select the opportunity that you want to manage from the “Opportunities” section. You can then update the opportunity’s details, add notes, etc. Click on the “Save” button to save the changes.
6. How do I create campaigns in Infor CRM?
You can create campaigns in Infor CRM by clicking on “Campaigns” from the top navigation bar, then clicking on the “Add” button on the right-hand side. Fill in the required details such as campaign name, start and end dates, etc. Click on the “Save” button to complete the process. To manage campaigns, select the campaign that you want to manage from the “Campaigns” section. You can then update the campaign’s details, add notes, etc. Click on the “Save” button to save the changes.
7. How does Infor CRM help in managing customer interactions?
Infor CRM offers various tools to manage customer interactions such as contact management, activity management, and case management. It helps businesses keep track of all customer-related activities and interactions in one place, making it easier to provide timely and relevant customer support.
8. How is Infor CRM different from other CRM software?
Infor CRM offers a highly customizable interface that can be tailored to business requirements. It also offers a variety of built-in tools and functionalities that can help businesses streamline their sales and marketing processes. Moreover, it offers a mobile app that allows users to access Infor CRM on-the-go.
9. Can I integrate Infor CRM with other software?
Yes, Infor CRM offers various integrations with other software such as Microsoft Outlook, Gmail, Quickbooks, and many more.
10. Can I import and export data from Infor CRM?
Yes, Infor CRM allows users to import and export data in various formats such as CSV, XLS, etc.
11. How does Infor CRM help in sales forecasting?
Infor CRM offers various tools to track and manage sales opportunities. These tools can help businesses analyze their sales pipeline and forecast future sales based on historical data.
12. How does Infor CRM help in lead management?
Infor CRM offers various tools to manage and track leads. It helps businesses identify potential customers, nurture them throughout the sales process, and convert them into paying customers.
13. Can I customize the interface of Infor CRM?
Yes, Infor CRM offers a highly customizable interface that can be customized based on business requirements.
Conclusion
After reading this comprehensive guide, we hope that you’ve gained a better understanding of Infor CRM, its functionalities, and how to use them effectively. Infor CRM can be a powerful tool to manage customer interactions, sales processes, and marketing campaigns, and we’re sure that this guide will help you get the most of it. So, what are you waiting for? Start using Infor CRM and take your business to the next level!
Actionable Steps:
Sign up for Infor CRM and start using it today. You can also share this guide with your colleagues and friends who may find it helpful.
Closing/Disclaimer:
The information provided in this article is for educational purposes only. The author and publisher of this article do not assume any liability for any damages or losses incurred by the use of this information. Always consult with a professional before making any decisions based on the information provided.
