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 XTIVIA | May 2, 2018 | 2018 News
Colorado Springs, CO, May 03, 2018 –(PR.com)– XTIVIA, Inc. has partnered with cloud-based field service management software, AgileField, to deliver experienced CRM and ERP integration with their mobile workforce solution for scheduling, dispatch, inventory...
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....