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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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7 Key Benefits for C-level Executives when considering CRM

Business leaders who consider implementing a customer relationships and management system, or CRM, want to know how CRM will benefit their company. They can expect to gain these seven key benefits. ...
author Dick Wooden 15 Min Read
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Key Capabilities Checklist - What is Beneficial in your CRM system?

It’s good for all of us business owners to regularly stop and evaluate what’s working well, what could work better, and what isn’t working at all. Julie and I share this checklist as a tool you can ...
author Dick Wooden 27 Min Read

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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Speed up Searching using Welcome Infor Xbar Search

Living in Outlook and being productive with CRM Let's face it a large amount of your time and your associates is still spent in Outlook. Wouldn't it be helpful if you could turn this unstructured ...
author Dick Wooden 16 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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Xbar Educational Videos for Extending Reach and Value of Infor CRM

Increase the value of your CRM- Improve CRM user adoption - Get even more Productive Improving user adoption and success in a CRM project involves providing various educational resource options. Here ...
author Julie Cooper 8 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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