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bpm' online - Adding multiple records from a lookup in the detail section

Creating a detail section from a lookup that allows users to select multiple records, while the lookup window is open, can ...
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Business Transformation with Success with CRM

Taken from our client stories: How our strategic approach has helped businesses transform  Do you want to make your business ...
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7 Key Benefits to Your Business with CRM

Accelerate Business Transformation - now! Prospective clients often ask about how a contact management system can help them ...
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Enhancing Account Associations in Infor CRM Web client

Recently we had a client request to modify their Infor CRM Web client version 8.3.x so that the Account Associations tab ...
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Required fields in CRM for effective sales enablement

A customer relationship management (CRM) system like bpm’online or Infor CRM provides a single, central repository for ...
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Quicker, visualized decisions with CRM Dashboards

What is the value of a quality, informed decision that doesn't take forever? One of the more common CRM requirements that come ...
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Leap forward with bpm'online latest 7.11 CRM

Trends affecting your business 1. Global data volume  From now until 2020, the amount of information will double every two ...
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Driving Smarter Sales Through Al-Powered Sales Processes

What is AI for BPM? At the highest level, AI is an intelligent technology that  leverages historical data and applies what is ...
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Success with CRM Consulting, Inc. Partners with bpm' online!

June 2, 2017 Cassopolis,, Michigan – Success with CRM Consulting, Inc. is delighted to announce its partnership with ...
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What is new in bpm'online CRM version 7.10+

There have been significant updates for bpm'online CRM the last few months.  In this article we'll mention the key hightlignts ...
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bpm'online tip - create new phone type for import

How to edit the list of social/phone types to add a new "toll-free" phone type Usage Case: Importing migrated data from ...
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Critical Reasons Your Business Needs BPM with CRM

As a business leader, it is becoming increasingly critical that you consider the benefits of combining customer relationship ...
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