by Mike Ahrenhoersterbaeumer | Mar 27, 2019 | Blog, Customer Relationship Management
You may have heard from Salesforce that, in the near future, Lightning will be available within your Salesforce instance. Lightning is Salesforce’s newest innovation designed to enhance your team’s user experience and drive further adoption throughout all...
by Mike Ahrenhoersterbaeumer | Mar 26, 2019 | Blog, Customer Relationship Management
You may have recently received a notification from Salesforce that, in the very near future, Lightning will be auto-enabled within your Salesforce instance. If you haven’t done a lot of research on Lightning, this may give you a cause for concern. Don’t...
by Mike Ahrenhoersterbaeumer | Dec 28, 2018 | Blog, Customer Relationship Management
There are three make-or-break factors when considering a CRM manufacturing software, as mentioned in our previous blog, but every software also has an associated cost – we can’t get around that. However, the real cost that many companies don’t...
by Marilyn Prevatte | Mar 29, 2018 | Blog, Customer Relationship Management
Have you ever felt overwhelmed by all your data in your list views? Have you tried adding Filters? Filters allow you to narrow the list of records that display in a list view. You can customize your filters to only include the filter items you want for each group....
by Marilyn Prevatte | Mar 14, 2018 | Blog, Customer Relationship Management
Have you ever been frustrated going back and forth from MS Outlook to Infor CRM to add your data? Do you just avoid it because it becomes too tiresome? Infor CRM Xbar is your answer. Xbar is an embedded tool right in your MS Outlook. It’s so easy to use too. You...
by Mike Ahrenhoersterbaeumer | Jan 4, 2018 | Blog, Customer Relationship Management
Salesforce offers many different editions of their solution: Essentials, Professional, Enterprise & Unlimited. Each edition comes at a different per user cost and each edition offers different functionality. Obviously, the more costly the edition, the more...
by Mike Ahrenhoersterbaeumer | Nov 14, 2017 | Blog, Customer Relationship Management
There are many different Salesforce edition of their solution: Essentials, Professional, Enterprise & Unlimited. Each edition comes at a different per user cost and each edition offers different functionality. Obviously, the more costly the edition, the more...
by Anosh Wadia | Jun 22, 2017 | Blog, Customer Relationship Management
As powerful as Infor CRM groups are, they, unfortunately, do not allow you to aggregate data. Your options are either to create a report, export to Excel, or create a dashboard to summarize information. However, you can summarize record level data using SQL Views in...
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...
