(888) 685-3101 ext. 2

Cost-Effective CRM
Development

We build tailored Customer Relationship
Management systems for every client.

No matter your needs or size,
XTIVIA delivers a result that fits.

Cost-Effective CRM
Development

We build tailored Customer Relationship
Management systems for every client.

No matter your needs or size,
XTIVIA delivers a result that fits.

Customer Relationship Management Consulting Solutions from XTIVIA

salesforce partner
Informix
SQL Server
Oracle

You don’t have to do it alone—
XTIVIA is your CRM development partner.

Give your sales team the agility to capture more leads. Build lasting relationships with your customers, even after a sale. Get clear reports on what trends are developing… and act on them.

How to Get More
From Your CRM?

XTIVIA has been involved in Customer Relationship Management (CRM) since 1992. We know, however, that CRM software alone cannot improve your company’s relationship with its customers. To optimize your management of these important relationships, and truly provide a great customer experience, you must customize and integrate your CRM system to the unique needs of your business.

Serve
Your Customers.

Customer Relationship Management, when integrated and updated to your unique needs, gives you an edge that your customers will appreciate: agility

Sales won’t only be more numerous; they’ll be faster, smarter, and ultimately, save everyone time and money.

Don’t keep your customers waiting for a better experience.

XTIVIA has worked tirelessly for 25 years to bring clients unparalleled service in the IT industry. If there’s one thing we know, it’s that two companies are never the same. When the relationship comes first, you get an ally, not just a consultant.

Why XTIVIA?

XTIVIA creates custom strategies, frameworks, and digital experiences for clients in a multitude of industries. Since 1992, we’ve created custom solutions and generated real, lasting results for thousands of clients. CRM is one of the many benefits we offer our clients, for whom we care deeply. We believe that your triumph is our triumph.

Better software development, faster application integration, and affordable technical success. Brought to you by XTIVIA.

Philip Kneibert

President

Mortgage Lenders of America

“CRM adapted perfectly to our business. XTIVIA provided customization for us – and did a great job. What we have now perfectly meets the needs of our business.”

Philip Kneibert

President

Mortgage Lenders of America

“CRM adapted perfectly to our business. XTIVIA provided customization for us – and did a great job. What we have now perfectly meets the needs of our business.”

HP needed to consolidate seven different partner portals, update the design, and greatly improve the user experience for hundreds of thousands of partners in less than 11 months.

Customer Relationship Management Blog

creating reports in salesforce

Creating Reports in Salesforce

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...
adding filters in infor CRM

Adding Filters in Infor CRM

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....

Is Your Xbar Missing?

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...
infor crm xbar

What is Infor CRM Xbar?

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 can...

What’s New in the World of Field Service 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 in the hands...

The Best Salesforce Alternatives for your Business

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, colleague, or...

Why We Use Salesforce Vs Zoho for Our Business

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 Salesforce and...

Which Salesforce Edition is Right for Me?

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...

Which Salesforce Edition am I Currently On?

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...

Add or Edit Crystal Reports in Infor CRM / SalesLogix

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...

Enable SQL Views in Infor CRM

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...

SugarCRM and Salesforce: Comparing the Differences

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...

Customer Relationship Management Blog

Creating Reports in Salesforce

Are your salespeople still giving you spreadsheets for their forecasts? Are they spending hours a week compiling the information you need? Then stop...

Adding Filters in Infor CRM

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...

Is Your Xbar Missing?

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...

What is Infor CRM Xbar?

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...

What’s New in the World of Field Service Management

The stars have certainly aligned for Field Service Management (FSM) applications. The technology required to schedule, track, and communicate with...

The Best Salesforce Alternatives for your Business

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...

Why We Use Salesforce Vs Zoho for Our Business

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...

Which Salesforce Edition is Right for Me?

Salesforce offers many different editions of their solution: Essentials, Professional, Enterprise & Unlimited. Each edition comes at a different per...

Which Salesforce Edition am I Currently On?

There are many different Salesforce edition of their solution: Essentials, Professional, Enterprise & Unlimited. Each edition comes at a different...

Add or Edit Crystal Reports in Infor CRM / SalesLogix

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...

Enable SQL Views in Infor CRM

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...

SugarCRM and Salesforce: Comparing the Differences

SugarCRM and Salesforce are two of the most popular CRM solutions on the marketplace today. There are quite a few differences that separate these...

Let's Talk Today!

No obligation, no pressure. We're easy to talk with and you might be surprised at how much you can learn about your project by speaking with our experts.

XTIVIA CORPORATE OFFICE
304 South 8th Street, Suite 201
Colorado Springs, CO 80905 USA

Additional offices in New York, New Jersey,
Missouri, Texas, and Hyderabad, India.

USA toll free: 888-685-3101, ext. 2
International: +1 719-685-3100, ext. 2
Fax: +1 719-685-3400

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