Category Archives: Infor CRM

Build a CRM strategy that will engage your customers

Building your CRM Strategy Your CRM strategy should always be an iterative process evolving and developing as your business and customers change.  If you are reading this article you are probably at the start of your CRM implementation journey and may be wondering where to start. This article is focused on this stage in your […]

Announcing the QGate CRM Success Program

QGate CRM Success Program:  9 steps to a successful CRM project Please raise your hand if you’re panicking due to being tasked with implementing and deploying a new CRM (Customer Relationship Management) System into your organisation? When your boss opens up a discussion with “we’d like you to head up the new CRM implementation project” […]

What is CRM?

What is CRM? and  Why Does it matter? CRM… Get the message! What is CRM?  It stands for Customer Relationship Management and is an approach to enable effective communication with existing and potential customers. Traditionally… Messages communicated between sender and receiver can often be misdirected, uncaptured, lost, delayed or misinterpreted. Resulting in a failure to […]

Preparing for CRM – Requirements (Part 5 of 5)

Preparing for CRM – Requirements Now you know what you want to achieve (and the processes/data required to do so) you’re in a great position to draft your Requirements. Depending on your planned approach to procuring a system and potentially selecting a partner or putting a team together to implement, ensure you share the information […]

Preparing for CRM: Priorities (Part 4 of 5)

Preparing for CRM – Priorities Microsoft Dynamics 365 is one of the most customisable products of its kind on the market. This is both a gift and a curse.  As you run through your processes you’ll find brilliant new ways of working faster and smarter.  Fantastic – but this can start to increase the scope […]

Preparing for CRM: Processes (Part 1 of 5)

Preparing for CRM This series of blog articles will take you through the steps required to prepare for your new CRM system.  They will be published weekly and link from this article, so bookmark this page to easily find the full series.  Part 2 can be found here:  Preparing for CRM:  Data. Pre-Planning your CRM […]

Why is buying CRM like building a house? – Part 1

Buying CRM So it starts with a common conversation: CRM Partner:  “So you are thinking of putting a CRM system in place” Buyer: “Yes we are, how much will it cost?” CRM Partner: “Well, I cannot give you an indication of cost until we understand a little more about your requirements” Buyer:  “Well I thought […]