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Flexible CRM, Make your business work smarter, eMarketing Effectiveness, Gmail Intergration,

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6 Min Read

Get Infor CRM inside your email inbox - Google or Outlook

The wait is over! Infor CRM Sync for Gmail™ is here. It's one more way that Infor CRM helps you think inside the inbox.

Infor CRM is designed to bring your CRM inside your inbox, so you can work naturally and efficiently. Infor CRM Sync for Gmail™ and Infor CRM Xbar for Microsoft® Outlook® are simple, yet powerful, add-ins that are easy-to-learn and use. These tools can help your organization improve adoption rates—including extending Infor CRM to less frequent users of CRM, such as key executives. Both solutions are available at no additional charge for customers on an active Business Care plan.1,2

Gmail-Infor-CRM-Saleslogix-Integration

What the integration provides:

Whether you choose to work in Gmail or Infor CRM, the Infor CRM Sync for Gmail updates emails, contacts, tasks, and calendars in both systems for total transparency throughout your organization. Synching between Gmail and Infor CRM keeps both systems in lock step and helps you avoid having to double enter your critical customer data across systems. Never suffer the consequences of trying (or failing) to keep up with two disjointed calendars or sets of customer contact information again!

Create and send emails from Gmail and add an Infor CRM label to automatically record the history item to your lead, contact and account profiles in Infor CRM. By syncing with Gmail you can easily identify contacts that aren't in Infor CRM and add them right from Gmail using an embedded icon. Update your unified to-do list of tasks and activities, with the flexibility to create tasks in either system, view them in either interface, add notes, and complete activities.

Or Microsoft Outlook....

In the previous article, we outlined how Infor (Saleslogix) CRM Xbar for Microsoft® Outlook®  places rich CRM functionality directly within the Outlook environment so you can turn your unstructured email information into defined tasks, opportunities, leads, accounts, social media conversations, and more. You don't even need to open Infor CRM; it is already working inside Outlook.

 

 

Want more information about the options for putting Infor CRM inside your inbox?

Watch a video about Infor CRM Xbar for Microsoft Outlook

Read an article with additional technical details about Infor CRM Sync for Gmail

 

1 Compatible with infor CRM v8.1 Update 03. Infor CRM customers must be on an active Infor CRM Business Care plan to be eligible to receive Infor CRM Sync for Gmail at no additional charge upon release. Initially available in English only with other translations to follow. Please contact your Infor CRM Certified Business Partner for updates. Google and Gmail are registered trademarks or trademarks of Google Inc. No affiliation with, sponsorship, or endorsement by Google is implied.
2 Compatible with Infor CRM v8.0 and Infor CRM v8.1. Compatible with Microsoft® Outlook® 2010 and 2013 desktop versions. Infor CRM customers must be on a current Infor CRM Business Care plan to be eligible to receive Infor CRM Xbar at no additional charge upon release. Only available in North America. Microsoft Outlook is either a registered trademark or trademark of the Microsoft Corporation group of companies in the United States and/or in other countries. All other trademarks are property of their respective owners

Topics:   Flexible CRM Make your business work smarter eMarketing Effectiveness Gmail Intergration

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