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2019 EDITION

How to Successfully Select and Implement a CRM

Learn how to navigate your options and find a CRM that fits your business goals.
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Infor CRM Xbar - Frequently Asked Questions

Q: Is a Named or Concurrent license best for Xbar? A: A Named license is preferred as it will always be available for the Xbar user. A Concurrent license may work depending on your organizational ...
author Julie Cooper 9 Min Read
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How to boost sales team productivity and engagement

Alert - CRM can boost sales team productivity & engagement To consistently hit sales targets and ensure productivity, sales executives need tools to help them effectively engage customers and ...
author Dick Wooden 12 Min Read
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Troubleshooting Tips and Resources for Infor CRM

Issues you may come across using Infor CRM Part of the art of troubleshooting is understanding what is the issue, how does it appear to the user, how is it recorded possibly in the Windows ...
author Dick Wooden 31 Min Read
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Using Account Hierarchy as Parent-Child Relationships

Creating and using Parent-Child Account Relationships in Infor CRM In the animal world every animal has a parent relationship, a sort of hierarchy of Parent->Child from one generation to another.  ...
author Dick Wooden 6 Min Read
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Sales Intelligence - planning for 2018

Infor Sales Intelligence for CRM Make all of your interactions meaningful.... Customer relationships are the foundation of your business.  When you're identifying new leads and staying current with ...
author Dick Wooden 5 Min Read
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How to reset an Infor CRM user login

Issue:   CRM user gets locked out of Infor CRM web client A typical cause of a user lock out is when a user has entered an invalid password more than once while trying to login.  (This applies to an ...
author Dick Wooden 8 Min Read
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Mistakes to Correct Before Installing Infor 8.3 CRM Xbar

Infor Xbar must do first: Before installing the Infor Xbar connector for Microsoft Outlook: Provide this documentation to the supporting IT firm/person to verify the below items.  Verify that the ...
author Julie Cooper 12 Min Read
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