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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 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 close ...
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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Day in Life of top sales representative

Proactive and focused efforts on the right tasks and right relationships Meet Joe Taylor, a top sales representative at Acme Forklifts.  During this demonstration we'll be following him through a day ...
author Dick Wooden 8 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.  In ...
author Dick Wooden 6 Min Read
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Manufacturing sales rep - from opportunity to quote to sales order

Using the Infor Customer Experience - Sales Suite Integrated CRM (Customer relationship management) + CLM (contract life cycle management) + CPQ (configure, price & quoting) Take a look at how a ...
author Dick Wooden 8 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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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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