by Mike Ahrenhoersterbaeumer | Feb 1, 2018 | Blog, Customer Relationship Management
Currently, you may be in the market for a CRM solution, if you are, then you’ve probably seen that there are many options out in the marketplace for a viable CRM platform. A few of the better well-known solutions out that you’ll likely come across are...
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 | Sep 21, 2017 | Blog, Customer Relationship Management
Reporting in Infor CRM is done using Groups and Dashboards, using Crystal Reports, or using a BI tool like Qlikview or Spotfire (although these are add-ons and not available in typical installations). In most use cases, however, Groups and Dashboards meet the users...
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 | Mar 9, 2017 | Blog, Customer Relationship Management
SugarCRM and Salesforce are two of the most popular CRM solutions on the marketplace today. There are quite a few differences that separate these two products from each other. While it’s impossible to cover every single one, this blog will compare the differences...
by CRM Team | Mar 2, 2017 | Blog, Customer Relationship Management
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,...
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 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...
