by Anosh Wadia | Jan 25, 2019 | Blog, Customer Relationship Management
You have Xbar installed, so why isn’t your Write menu showing? You want to do a mail merge or send an email. The sales department has created all these wonderful email templates to use but you can’t find them because the Write menu isn’t there… Using...
by Mike Ahrenhoersterbaeumer | Dec 28, 2018 | Blog, Customer Relationship Management
There are three make-or-break factors when considering a CRM manufacturing software, as mentioned in our previous blog, but every software also has an associated cost – we can’t get around that. However, the real cost that many companies don’t...
by Mike Ahrenhoersterbaeumer | Dec 6, 2018 | Blog, Customer Relationship Management
The manufacturing industry is unique when it comes to CRM manufacturing software because each organization has specific needs but each also has an overlapping goal – to deliver a great customer experience. So can a ‘box’ solution address your...
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 | Apr 10, 2018 | Blog, Customer Relationship Management
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...
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 XTIVIA | Feb 15, 2018 | Blog, Customer Relationship Management
The stars have certainly aligned for Field Service Management (FSM) applications. The technology required to schedule, track, and communicate with even a modest fleet of service vehicles 10 years ago kept anything resembling “real-time” FSM functionality...
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,...
