100% ERP Integration with Infor’s Number One CRM Partner

Deliver a richer and more relevant customer experience with advanced CRM capabilities

Keeping pace with customer expectations takes more than just good intentions and a positive attitude. As customers navigate more channels and the number of potential touchpoints multiplies, you need advanced capabilities to monitor and manage all facets of the customer experience to ensure the consistency, relevancy, and responsiveness that customers expect. Click here to view Infor CRM videos.

Request your customized demo to see firsthand how Infor CRM can help your team manage the customer experience by providing a complete view of all customer history and ongoing interactions – with the tools to act and react at the pace customers demand (just one of those features is below – Xbar for Outlook brings Infor CRM right into your inbox)

Contact Us to request a demo or call Bryan Marks 727.216.8062 to schedule or answer any questions.

The post You can manage customer relationships anywhere, anytime first appeared on Syncsite.

ERP CRM’s are lite versions of the real solution

If you are using the CRM component that came with your ERP, you are missing out on many of the powerful features of a CRM solution like: Outlook Integration through Xbar, Mobile, Ticketing, Marketing, Advanced Analytics and more. CRM “lite” components in many ERP solutions aren’t designed to give you the full experience — they are just a sample of what your CRM solution could deliver. Contact us today for a personalized demo and see for yourself what you are missing.

Click below to view what just a few clients have to say about Infor CRM:

• Precipart – a engineering, design & manufacture leader of high precision custom solutions for multiple industries.
• ALP Lighting – a leader in the design, manufacturing and distribution of lighting components and components for other technical industries.
• Therma-tru/Fypon – leading manufacturer of fiberglass and steel exterior door systems.
• HIT Promotional Products – with over 1,400 total items, Hit is ranked among the top 50 suppliers in the nation.
• Jayco – builds high-quality RVs, camping trailers, travel trailers, fifth wheels, motorhomes and toy haulers.
• IES Holdings– integrated global engineered equipment company consisting of the Paladin, Genesis, Pengo, Jewell and Crenlo brands.
• Noble Systems – develops call center technology, including outbound dialing systems for collections and customer relationship management.
• Bancorp South – over 300 locations in over nine states that provides financial solutions for banking, checking, credit cards, and mortgages.
• Humanscale – premier designer of ergonomic office furniture, our products improve health and comfort.
• Biolab – industry leader in the development and marketing of innovative products that provide clear water for pools and spas.

Contact Us to request a demo or call 727.216.8062 to schedule or answer any questions.

The post When is your CRM not a CRM first appeared on Syncsite.

Infor CRM SLX can connect to many Infor ERPs with no connector fee through ION (saving thousands per year in TCO). ERPs like SyteLine/CSI, SX.e/CSD, Visual, XA. LN, LX, M3 and more offer bi-directional, real-time integration capabilities right out of the box and are available today.

Top Reasons Why You Should Use ION and Syncsite for your Infor CRM SLX integration:

• No connector fee. ION comes free with either a cloud ERP or cloud CRM solution from Infor.
• We have completed numerous ERP integrations and especially the Infor ERPs of SyteLine/CSI, SX.e/CSD, XA, iSM, M3, LX, LN, Visual and more.
• An on-premise Infor ERP can still connect Infor CRM SLX in the cloud through ION.
• An on-premise Infor CRM SLX can move to Infor CRM SLX in the cloud with ease.
• View ERP bill-tos, shipments, customers, invoices, items, quotes, persons, sales orders, ship-tos and more.
• No longer have to worry about managing a third party connector that whenever a new version of ERP or CRM comes out, might break or lose some functionality.
• We’ve worked with many of the Infor ERP partners and everything is done as a collaboration to ensure a successful integration is done on time and budget.
• Any customizations done in ERP can be integrated with CRM as needed.
• We’ve setup features in the CRM that address typical needs of manufacturers and distributors like being able to create accounts from ERP ship-tos with one click.
• We’ve also setup standard ERP integration features that show many types of accounting data, product purchase history, sales trends, order history, shipping history and more that we know our customers need.
• We will prove our years of knowledge during our consultations and ensure that the decisions made are ones that we know make the most sense based on what we’ve seen and done historically.
• We’ll connect you with current clients using your ERP and let you speak with them privately about how the integration and CRM has worked and how well our team has helped make that happen.

Contact Us to request a free CRM review or call Bryan Marks 727.216.8062 to schedule or answer any questions.

The post What to expect from Integration with ION and Infor CRM SLX first appeared on Syncsite.

100% ERP Integration with Infor CRM

Infor CRM can be integrated with your ERP system and provide you with immediate improvements in internal and external communications and operations. Take advantage of all the measurable business improvements and find out just how quickly the Infor CRM partner of the year can help! Contact us today for a personalized consultation and see for yourself.

Top Ten (plus one) Reasons to Choose Infor CRM:

1. Ownership and control of your CRM system and data.
2. Superior mobile and tablet support so your users stay productive anywhere AND with complete Outlook integration.
3. Easy usability and intuitive functionality enhances productivity of your team.
4. Industry-leading integration capabilities for a 360° view of your customers.
5. State-of-the-art technology platform for purpose-built applications to help ensure maximum ROI for your business.
6. Reporting and analytics solutions enable actionable insights from your customer information.
7. Multiple deployment options—cloud, on-premise, or hybrid—to fit your IT strategy.
8. Advanced customization capabilities to tailor the application to your unique environment.
9. Flexible license and payment options to suit your financial needs.
10. Global ecosystem of partners, developers, and customers support your CRM success.
11. For over 20 years, our priority is ensuring the best CRM solution is delivered and we’ll provide the references to prove it!

Contact Us to request a demo or call Bryan Marks 727.216.8062 to schedule or answer any questions.

The post Top ten (plus one) reasons to choose Infor CRM first appeared on Syncsite.

100% Native Marketing Automation with InboxGuru and ERP Integration

CRMs are known to improve customer retention, by as much as 27%. In fact, no matter what your industry, no matter what kinds of products or services you offer, your customers are the single most valuable asset of your organization. In order to help manufacturing companies understand the importance of CRM, below is a list of reasons why manufacturers should adopt a CRM solution now.

Top five benefits of CRM for manufacturing companies:

1. A CRM solution is aimed at helping manufacturers cut the time required to develop a product or service. The tool enables more accurate demand forecasting along with enhanced production information. By adapting faster and acting smarter, organizations can get products to market before their competitors, thus gaining a competitive edge.
2. Manufacturing organizations focus on producing high-quality products consistently and efficiently. Defective products will not only ruin the brand image but also result in unhappy customers (and will lead to a reduction in sales and revenue). With a well designed CRM in place, your organization can gather and analyze data from multiple sources and figure out process errors in real-time that contribute to product defects.
3. Customer experience is one of the leading factors of successful sales. If you are looking for software that will help you boost sales, then a CRM solution is the right decision. It works as follows: a CRM system collects information about your customers and leads, – having a 360-degree view of them to help predict their buying behavior and preferences. With CRM, your team will have all the information they need to successfully close the deal as it will help you learn everything you need to know about your customer requirements.
4. CRM software is a valuable marketing tool to gain more customers. It allows marketing and sales departments for making detailed reports, taking into consideration customers’ behavior. It also enables customer support team help the customers instantly, providing valuable insights that help improve product quality and operation processes. As a result, the solution accelerates business operations, increases profits, and lowers cost.
5. By integrating with your ERP, double entry of orders is eliminated and product and/or accounting data can be shared across both solutions and seen and/or edited in either solution depending on the permissions setup.

Contact Us to request a CRM/ERP review or call Bryan Marks 727.216.8062 to schedule or answer any questions.

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Finance your software and integration costs easily

As the cloud market continues to grow, people are looking for solutions, not just software. But as technology evolves, solutions can often be complex and expensive to fund.

We offer bundle software subscriptions that can combine software and services for multiple solutions into a single monthly payment to help you afford the solutions you need to run your business.

We have a 0% option for over a $20k investment as well as other traditional low loan rates that covers any type of software we offer from CRM, to BI and more!

We can finance the following items:

• Software licenses or subscriptions (you save with multi-year subscriptions)
• Maintenance contracts
• Unpaid maintenance contracts from previous years
• 100% of all professional services
• Add on (3rd party) software (ISV)
• Computer hardware

What are the benefits of financing or leasing your solution:

• Conserves Capital & Buying Power.
• Cost Justification: A low monthly payment can improve cash flow.
• Flexible Options: Choose from different leasing or financing plans according to what works best for you. Our terms range from 12 to 60 months.
• Finance 100 percent of your solution: Finance the entire cost of your technology acquisition, including equipment, software, services and any maintenance costs.
• Fixed Payment: You will not need to worry about the rising cost of money as you will lock in a low monthly payment.
• Quick Approvals: a simple application that takes only a few minutes to complete. You can be approved usually within 24 hours and have your solution in no time at all.
• Simple Documentation: We prepare all your paperwork and have DocuSign available on most transactions; it is only a few pages and you are done.
• No financial statements required for any transaction up to $500,000 with approved credit.

Use the calculator below to estimate your payments today!

Contact Us to request a demo or call Bryan Marks 727.216.8062 to schedule or answer any questions.

The post Save your capital and get the technology you need today first appeared on Syncsite.

Start with these important points

With hundreds of CRM options available, choosing the one that best fits your business can be a challenge. Simply comparing price doesn’t mean the most expensive CRM is the best option over the least; there are many variables to consider for companies, industries and CRM features. See below for our top suggestions for getting started researching a CRM solution.

Top Ten Points to Consider when Looking for a CRM:

1. Audit your current processes and identify obvious needed improvements (make a list for every department).
2. Recognize that knowledge is important. If you don’t know CRM, identify who on your team will take the lead to learn it somewhat and be the main vendor liaison.
3. Give your CRM decision the resources it needs to succeed between money, staff and time.
4. Make sure the decision team is comprised of management and end users across all departments. Almost everyone will use the CRM, and the earlier the buy in, the better the adoption and ROI.
5. Choose a scalable system that will grow with your organization and integrate with your ERP system.
6. It’s not just about the budget. Have some deep discussions with the vendors to judge fit, trust and comfort. Ask for references.
7. Communicate on a regular basis between internal staff and the outside CRM vendors. Log your notes and create a spreadsheet for the team to use to keep track of questions and answers (easy to do once you have your CRM).
8. Clarify what are your sales and contract needs, your customer service needs, project management needs, support ticket needs, marketing automation and email needs and anything else that could be affected by using a CRM solution.
9. Set goals for making decisions or before you know it, you’ve spent six months of collecting data and realize you aren’t any closer to making a decision with your current year’s budget.
10. Plan on spending roughly 20 percent of your CRM costs on training/setup in the beginning. Remember, the faster the team is trained and using the system, the quicker the overall adoption and ROI.

Contact Us to request our CRM checklist or call Bryan Marks 727.216.8062 to answer any questions.

The post How to choose a CRM solution first appeared on Syncsite.

Top five (plus one) ways to boost productivity

To consistently hit sales targets and ensure productivity, sales executives need tools to help them effectively engage customers and close deals. Sales management can reduce the administrative burden by providing accurate forecasting tools and easily accessible, complete customer data. CRM boosts both productivity and effectiveness, yet 22% of professionals don’t know what CRM is used for—and 40% still store customer data in a spreadsheets and/or email.

Here are five ways (plus one) that CRM can increase the productivity of your sales team:

1. Gain a deeper understanding of customers – CRM makes is possible to capture many streams of customer information from both internal and external data sources. With CRM, sales representatives can enjoy anytime access to rich, accurate customer profiles that gather information from across the entire enterprise. As CRM has matured, customer profiles now contain much more than contact information and appointments. Robust profiles include demographic data, social media profiles and activity, purchasing history, buying habits, preferred communication channels, and much more.
2. Selling on the move – Access to CRM anywhere gives the sales force a strong competitive advantage, especially in the field. Mobile CRM can inform sales representatives about the current status of active orders and available inventory when they are in front of customers, and also allows them to follow up on open customer support issues. With information on mobile devices, sales professionals can refresh their memories just prior to meetings, as well as enter notes and take actions directly after meeting a customer—while details are still fresh. Mobile CRM facilitates better in-person customer interactions and enables the capture of higher quality, more detailed customer information for later sales, marketing, and customer service purposes.
3. Get a 360-degree view – In order for sales representatives to focus energy on the very best customers and opportunities, it is essential to have a complete view of the customer. CRM must integrate with other back-office systems such as ERP in order for customer-facing employees to stay informed. Every interaction with the customer— from marketing to sales to customer service and billing—needs to be available to the sales team.
4. Accomplish tasks faster – It’s the CRM conundrum: Sales and marketing executives need the system to capture and display every customer interaction, yet data entry is the least productive use of a sales professional’s time. Although 75% of surveyed sales reps understood that tools like CRM are an integral part of the sales process, 56% felt the tools were not designed to their needs. The best way to ensure that sales professionals can be as productive as possible is to choose a CRM system with a consumer-grade user interface that is easy to learn and provides a smooth user experience. An intuitive user interface will increase adoption and use of CRM. By helping sales professionals complete their data tasks with speed and efficiency, CRM will increase overall sales productivity.
5. Actionable Analytics – Analytics drive decision making in modern sales teams. Hiring savvy pros with an instinct for closing deals is still important, but it is equally critical to arm them with the data to identify the best prospects and opportunities. Forrester analyst, Kate Leggett, recently predicted that, “In 2017, organizations will continue to use analytics to prescribe the right action for customer-facing employees in the context of CRM applications.
6. Utilize a native email marketing automation system like InboxGuru to assist with nurturing and scoring leads and contacts directly from your CRM contacts and leads (no list uploads). Click here to view more.

Contact Us to request a demo or call Bryan Marks 727.216.8062 to schedule or answer any questions.

The post How to boost sales team productivity first appeared on Syncsite.

Complete CRM customization and setup

Integrating your ERP with your CRM is a critical part of a successful CRM deployment. This ensures that everyone has access to the latest information no matter where they are in the world and automated communications can keep customers apprised regarding orders. For over 20 years and across multiple industries, we have been integrating Infor CRM with multiple ERP systems and developing a custom environment that is ideal for each client. Contact us today for a personalized demo and see for yourself just how well it can work for you.

10 case studies are below (click the name to view):

1. Precipart – a engineering, design & manufacture leader of high precision custom solutions for multiple industries.
2. ALP Lighting – a leader in the design, manufacturing and distribution of lighting components and components for other technical industries.
3. Therma-tru/Fypon – leading manufacturer of fiberglass and steel exterior door systems.
4. HIT Promotional Products – with over 1400 total items, Hit is ranked among the top 50 suppliers in the nation.
5. Jayco – builds high-quality RVs, camping trailers, travel trailers, fifth wheels, motorhomes and toy haulers.
6. IES Holdings– integrated global engineered equipment company consisting of the Paladin, Genesis, Pengo, Jewell and Crenlo brands.
7. Noble Systems – develops call center technology, including outbound dialing systems for collections and customer relationship management.
8. Bancorp South – over 300 locations in over nine states that provides financial solutions for banking, checking, credit cards, and mortgages.
9. Everwell – delivers innovative compounding pharmacy treatment options for challenging medical conditions.
10. Biolab – industry leader in the development and marketing of innovative products that provide clear water for pools and spas.

Contact Us to request a CRM demo or call Bryan Marks 727.216.8062 to schedule or answer any questions.

The post Find out how to integrate your ERP with Infor CRM first appeared on Syncsite.

Infor’s top CRM and ERP partner are working together to enhance our value to you

Regardless if you’re using Infor XA or CSI(SyteLine) ERP, Infor CRM integrates seamlessly with it and has free Outlook plugins and exceptional mobile capabilities to deliver a 360 degree view of your customers and related data. By partnering with a company like Syncsite, you get personalized sales, support, training and development focused on your specific company and industry needs.

Why Syncsite and Guide? As the leading Infor partners within our respective solutions, we realize by providing our clients with complimentary products, we could deliver cost/time savings along the way. Infor CRM is an award-winning solution that provides numerous synergies with Infor ERP systems.

What is Infor CRM and how can it help?

Infor CRM is NOT the CRM module in your ERP. Infor CRM is the CRM platform of choice for companies strategically focused on customer engagements. Designed to deliver cost-effective, purpose-built solutions for the mobile world, Infor CRM is available in the Cloud, on-premises and via mobile. Your customer relationships are essential to your success. Infor CRM is an award-winning CRM solution that delivers a complete view of customer interactions across your sales, marketing, customer service, and support teams, so they can collaborate effectively and respond promptly and knowledgeably to sales opportunities and customer inquiries – both in the office and in the field.

With over 20 years of experience, Syncsite is an award-winning solutions provider that focuses on one goal – making sure every client has the optimal solution delivered on time, on budget and on spec. We deliver success for numerous industries and companies throughout the world because we ask precise questions and apply our expertise to deliver a solution that works correctly the first time. We develop long-term partnerships, not one-time sales.

The post Why Syncsite and Guide and Infor CRM first appeared on Syncsite.