CRM Team

Zach Bodine

Zach Bodine

Director of CRM Services

Anosh Wadia

Anosh Wadia

CRM Project and Technical Manager

Mike Ahrenhoersterbaeumer

Mike Ahrenhoersterbaeumer

Sales and Account Executive CRM

Scott Jepsen

Scott Jepsen

Senior Project Manager

Marilyn Prevatte

Marilyn Prevatte

Director Quality Assurance

Marilyn Prevatte

Richard Cookson

Content Writer

Customer Relationships Must Be Managed for True Success

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... read more

5 CRM Benefits that make a difference for your business

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,... read more

A CRM SYSTEM: What it is and why you need CRM

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... read more

Build Groups within Infor™ CRM

Building groups in Infor CRM can be daunting. However, it is possible to take some of the difficulty out of building these groups.

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Using Salesforce: Multiple Bids, Multiple Contractors, Single Job Opportunities

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... read more

Salesforce Integration Time

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.... read more