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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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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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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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12 Tips to be More Productive - Living in Outlook and using Xbar

Previously in this series of 12 Tips to be more Effective using Infor CRM we have delved into: 1. Setting up your default options to work the way you want to work. Do this once to make life easier. ...
author Dick Wooden 12 Min Read
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12 Tips to be more Effective Selling when using Infor CRM

Looking to get more out of your Infor CRM and working smarter? Over the years I have seen what the most productive sales people do when using Infor CRM (formally Saleslogix).  The following series of ...
author Dick Wooden 21 Min Read
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Relying on Outlook can cause CRM Underachievement

Microsoft Outlook remains as one of the most heavily used tools in business today. It successfully manages Inbox, Calendar & Contacts for millions each day. So you may ask yourself how can I say, ...
author Dick Wooden 7 Min Read
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Stop flip-flopping between Outlook and Infor CRM

Gain complete access to your CRM data directly within your Outlook. Many CRM users still rely heavily on their Microsoft Outlook as their main daily communication tool for prospects, customers and ...
author Dick Wooden 5 Min Read
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