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,...
