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Marilyn Prevatte | Director Quality Assurance

Marilyn Prevatte is the Director of Quality Assurance at XTIVIA, Inc. Marilyn was first introduced to CRM programs in 1994. Over the years, she has watched and learned as CRM has evolved, gaining experience and earning certifications as each new technology came and went. She worked for several SalesLogix Business Partners as a Project Manager, Business Analyst, Tech Writer and Trainer, while receiving SalesLogix and Scribe Certifications. She has worked with ACT, Goldmine, SalesLogix (now Infor CRM), Siebel, MS Dynamics 365, and Salesforce.com. Today, she has written training guides and documents for applications like Infor CRM, MS Dynamics 365, and Salesforce for both the end-user and the administrator in SalesLogix versions 7.5.2, 7.5.4, 8.x and now Infor CRM 8.X.

Marilyn Prevatte
Director Quality Assurance

Marilyn Prevatte is the Director of Quality Assurance at XTIVIA, Inc. Marilyn was first introduced to CRM programs in 1994. Over the years, she has watched and learned as CRM has evolved, gaining experience and earning certifications as each new technology came and went. She worked for several SalesLogix Business Partners as a Project Manager, Business Analyst, Tech Writer and Trainer, while receiving SalesLogix and Scribe Certifications. She has worked with ACT, Goldmine, SalesLogix (now Infor CRM), Siebel, MS Dynamics 365, and Salesforce.com. Today, she has written training guides and documents for applications like Infor CRM, MS Dynamics 365, and Salesforce for both the end-user and the administrator in SalesLogix versions 7.5.2, 7.5.4, 8.x and now Infor CRM 8.X.

Creating Reports in Salesforce

Are your salespeople still giving you spreadsheets for their forecasts? Are they spending hours a week compiling the information you need? Then stop using Salesforce as a rolodex and start using it was designed, as a forecast tool. Looking for the right data from... read more

Adding Filters in Infor CRM

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.... read more

What is Infor CRM Xbar?

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... read more