by CRM Team | Sep 6, 2018 | Blog, Customer Relationship Management
Customer relationships are obviously essential to your sales success and, like anything precious, need to be cultivated, managed and maintained. Whether you’re identifying new leads or staying current with existing customers, you need a complete view of customer...
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 Anosh Wadia | Mar 26, 2018 | Blog, Customer Relationship Management
So, you have been using Xbar and love all the great features, but oops Xbar just disappeared. Now what? Xbar missing is an easy fix, just follow the options below: From Microsoft Outlook Go to File|Manage: COM Add-ins If you see the XBAR listed as disabled (similar to...
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 | Feb 13, 2018 | Blog, Customer Relationship Management
If you’re currently in the market for a new CRM platform for your organization, you’ve probably seen that there are numerous options in the CRM landscape. You also have likely noticed that Salesforce is the most well-known. You likely have a friend,...
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 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 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 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...
