by Mike Ahrenhoersterbaeumer | Mar 9, 2017 | Blog, Customer Relationship Management
SugarCRM and Salesforce are two of the most popular CRM solutions on the marketplace today. There are quite a few differences that separate these two products from each other. While it’s impossible to cover every single one, this blog will compare the differences...
by CRM Team | Mar 2, 2017 | Blog, Customer Relationship Management
Hopefully, you and Customer Relationship Management (CRM) are well acquainted. If you’re still strangers, read XTIVIA’s blog post on what a (CRM) system is and why you need one before reading on about these CRM benefits. Now you might be thinking,...
by Mike Ahrenhoersterbaeumer | Feb 25, 2017 | Blog, Customer Relationship Management
Infor™CRM (formerly known as SalesLogix) is one of the longest running Customer Relationship Management Platforms on the Market. There are many reasons why Infor CRM has been around for so long and has been successfully supporting many business’ CRM needs over...
by Mike Ahrenhoersterbaeumer | Feb 17, 2017 | Blog, Customer Relationship Management
Follow these steps and you and your company will see a successful and seamless CRM implementation, no matter which CRM solution you select to adopt. 1. Determine a budget for the project Having a solid CRM strategy is important for building long-term success with your...
by CRM Team | Feb 16, 2017 | Blog, Customer Relationship Management
The evening sun shimmers on the crystal-clear water of your favorite mountain lake as you bust out your fishing pole and cast a line. Your kids follow suit and pick their own little spots, each with the goal of reeling in a big catch. After several successful attempts...
by CRM Team | Feb 9, 2017 | Blog, Customer Relationship Management
Building groups in Infor CRM can be daunting. However, it is possible to take some of the difficulty out of building these groups. The following are some steps to follow when trying to make groups work within Infor CRM. 1. If possible start with a lookup. The lookup...
by CRM Team | Aug 9, 2016 | Blog, Customer Relationship Management
Customer Relationship Management (CRM) will provide a 360-degree view of your customer, especially when integrated to back-end systems such as your ERP, sales, or e-commerce systems. Read on for these CRM Best Practices. By implementing the 5 Best Practices of...
by Anosh Wadia | May 19, 2016 | Blog, Customer Relationship Management
You may have noticed that in recent versions, InforCRM introduced the concept of “Primary”, “Primary Billing” and “Primary Shipping” address. This has been a source of confusion for many long time InforCRM / SalesLogix users since...
by Anosh Wadia | May 5, 2016 | Blog, Customer Relationship Management
Customer Question: I have values in a multi-select picklist. Unfortunately many of them no longer exist in my picklist definition. How do I clean these up? Answer: The challenge here is that these values are saved as comma separate values in a single field in the...
by Anosh Wadia | Jan 15, 2016 | Blog, Customer Relationship Management
While Infor CRM works on most browsers, there are certain features that require the installation and configuration of the Infor CRM Desktop Manager. These features are: Mail Merge (Currently only works with Internet Explorer 32 bit and a 32 bit version of...
