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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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Ten things you need to know about marketing automation

As new communication channels become available and expand, B2B marketers’ attention is increasingly divided between maintaining existing messaging strategies and exploring the viability of new ...
author Dick Wooden 8 Min Read
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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 showed additional information about the related accounts.  In this case they ...
author Dick Wooden 8 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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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 critical contact and customer information. It enables quick and easy access to ...
author Dick Wooden 15 Min Read
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What Job Do You Need to Get Done?

Define the Job and right Solution to Accomplish When you really get down to getting smart work done it helps to clarify - what is the job that needs to get done. Additionally, we need to consider the ...
author Dick Wooden 9 Min Read
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The latest Infor CRM 8.4 enhancements 2018

Infor CRM 8.4 was released earlier this year as an incremental update and upgraded to a Unicode database. The original 8.3.0.0 version from 2016 has had 10 updates applied over the last 2 years. A ...
author Dick Wooden 14 Min Read
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