Previously in this series of 12 Tips to be more Effective using Infor CRM we have delved into:
1. Setting up your default options to work the way you want to work. Do this once to make life easier.
2. Using Groups - segmenting all types of information into intelligent bit-sized, digestible pieces of information.
3. Using Filters - to more effectively use information from Groups in finding patterns or drilling into the details
4. The effective use of Activities - something you have scheduled but is not yet completed.
Living in Outlook and Being Productive with CRM
This article focuses on the person who lives mostly in Microsoft Outlook and is productive there, but who's life is enhanced with the easy access to related company and contact insights, manages sales opportunities or handles service and support tickets.
Let's face it a large amount of workers time is still spent in Outlook. Wouldn't it be helpful if you could turn this unstructured email information into defined tasks, opportunities, accounts, new contacts, and more? Likewise you have some new information from the email such as a mobile phone number or contact's title. Wouldn't it be sweet if you can easily take that information and update the contact directly and quickly - without opening up and finding the contact in your CRM? These actions and much more has been possible for more than a year+ using the free Infor Crm Xbar.