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 | Jan 31, 2017 | Blog, Customer Relationship Management
With Salesforce in many instances, clients will need to create an opportunity for each quote that goes out the door. For example, they bid 1-project to 10-contractors; they often will need to create 10-Salesforce opportunities. This can create a pipeline that is...
by CRM Team | Dec 6, 2016 | Blog, Customer Relationship Management
The integration of applications into Salesforce is heavily dependent on many factors. While Salesforce has a very robust API, the capabilities of other applications often becomes the single contributing factor to the time and complexity of integrating with Salesforce....
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 | 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...
by XTIVIA | Dec 9, 2015 | Blog, Customer Relationship Management
The address control in InforCRM 8.2 (and other versions) is implemented as a semi-dynamic Javascript widget. I say semi-dynamic because while the widget is driven by configuration, the configuration is very much hard-coded. In this post I will examine how to do common...
by Anosh Wadia | Jun 24, 2015 | Blog, Customer Relationship Management
If you’ve worked with Infor CRM / SalesLogix for a while, you’ve probably run into the issue where you enter your username and password (correctly!) and all you get is an Unspecified error! Very descriptive, isn’t it? Cause: Essentially what the...
