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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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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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Richer information when linking Outlook Activity to Infor CRM

One of the newer Microsoft Outlook integration components with Infor CRM is at the activity record. Now a scheduled activity in Outlook can easily link to richer information in your Infor CRM. Infor ...
author Dick Wooden 10 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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Getting started with Xbar - Infor CRM inside Outlook

Getting Started with Xbar-  Help is always available and ready! In Microsoft Outlook, click an email. A Member card for everyone listed on that email appears in the Xbar pane. A Member is anyone in ...
author Dick Wooden 16 Min Read
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Infor CRM and Outlook Integration(s)

The Infor CRM system has helpful information built within the Help option using the ? icon.  The following can help you get the most from Infor CRM and Outlook Integration. Topics Covered in this ...
author Dick Wooden 17 Min Read
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