A CRM Practitioner’s Guide to Data Migration Survival
A CRM Practitioner’s Guide to Data Migration Survival Click to preview this eBook Data Migration Issues are Common. New applications are constantly added to leverage core benefits and improve business processes, but making them talk cohesively to the rest of the...
Add or Edit Crystal Reports in Infor CRM / SalesLogix
Reporting in Infor CRM is done using Groups and Dashboards, using Crystal Reports, or using a BI tool like Qlikview or Spotfire (although these are add-ons and not available in typical installations). In most use cases, however, Groups and Dashboards meet the users...CRM Basics Webinar
CRM Basics Webinar If you are at some point in the consideration of implementing a CRM solution for your company or if you have implemented one and have not gotten your expected ROI, this webinar will be a great resource for you. Sean helps navigate through Customer...CRM Data Migration Services
CRM Data MigrationServices Let us help you make your CRM more robust and useful by migrating data from legacy systems, and other customer databases. Let's Talk Today! Data migration is often the forgotten piece of a CRM implementation—and yet it can be the most...CRM Consulting & Implementation
CRM Consulting & Implementation Choosing the Partner who will assist you in all seasons of your CRM implementation is critical. Let's Talk Today! Pride in CRM. While it’s important to choose a CRM software that aligns with your business goals, it’s even more...CRM Training
CRM Training Whether it is end-user or administrator training, a CRM implementation will be more successful in the long run if your users are well-trained. Let's Talk Today! Training plays a key role in the implementation of any CRM system. Effective end-user and...CRM Assessment
CRM Needs Assessment We offer a no-cost CRM assessment, to get things going for your business. Let's Talk Today! Not sure what software or service level your company needs? We can help with that, too. An XTIVIA CRM consultant will help identify the goals...CRM Consulting
CRM Consulting Serving more than 250 clients spanning nearly every industry, XTIVIA offers best-in-class expertise in all phases of CRM Consulting & Systems Integration Let's Talk Today! Our experience ensures that your CRM initiative will be completed on...