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 | 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 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,...
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...