The 10 Essential Steps For a Successful CRM Implementation
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...
A CRM SYSTEM: What it is and why you need CRM
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...
Build Groups within Infor™ CRM
Building groups in Infor CRM can be daunting. However, it is possible to take some of the difficulty out of building these groups.
5 Best Practices of Extending CRM – Solutions for your Business
Customer Relationship Management (CRM) will provide a 360-degree view of your customer, especially when integrated to back-end systems such as your ERP, sales, or e-commerce systems. Read on for these CRM Best Practices. By implementing the 5 Best Practices of...
Addresses in InforCRM / Saleslogix
You may have noticed that in recent versions, InforCRM introduced the concept of “Primary”, “Primary Billing” and “Primary Shipping” address. This has been a source of confusion for many long time InforCRM / SalesLogix users since...
Infor CRM / SalesLogix – Splitting Up the Values from a Multi-Select Picklist
Customer Question: I have values in a multi-select picklist. Unfortunately many of them no longer exist in my picklist definition. How do I clean these up? Answer: The challenge here is that these values are saved as comma separate values in a single field in the...
Setting Up the Infor CRM Desktop Manager
While Infor CRM works on most browsers, there are certain features that require the installation and configuration of the Infor CRM Desktop Manager. These features are: Mail Merge (Currently only works with Internet Explorer 32 bit and a 32 bit version of...
Including Custom JavaScript in InforCRM
When you need to include a custom JavaScript in the InforCRM web client, the quickest way is to simply add the <script> tag to the base.master file. However this complicates upgrades because the base.master file is often modified in Infor’s web...