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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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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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Show QuickBooks Sales History Inside Infor CRM

Deliver sales history directly into your Infor CRM from the latest QuickBooks accounting information. With the widespread use of Intuit® QuickBooks™ accounting system there are many businesses ...
author Dick Wooden 5 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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Top 10 Infor CRM Productivity Tips of 2017

Shortcuts and Productivity Tips Working Inside Infor CRM Success with CRM Consulting - Providing you with Ah-ha! moments that make you realize you've got this...  #1 - Increase Sales Productivity ...
author Julie Cooper 15 Min Read
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Effective Use of Infor CRM Address Book Inside Outlook

Each Infor CRM user can enhance their use of Microsoft Outlook Address book contacts when linking to the Infor CRM contacts.  This article covers using the Address book, scheduling an appointment and ...
author Dick Wooden 7 Min Read
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What's new with Infor CRM, mobile and Xbar for 2017

The main Infor CRM software product has new updates every two months and here are the latest updates for 2017 as of March with Update 06. Also released where updates to the Infor mobile client and ...
author Dick Wooden 25 Min Read
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Increase sales productivity with Contour Geocode mapping

Maps and Driving Directions Let's say you are a field sales professional that is out of the office visiting a prospect.  You find that you have some time on your hands while visiting the Chicagoland ...
author Dick Wooden 11 Min Read
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