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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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bpm' online - Adding multiple records from a lookup in the detail section

Creating a detail section from a lookup that allows users to select multiple records, while the lookup window is open, can reduce clicks and frustrations for users. Learn how to add this ...
author Julie Cooper 12 Min Read
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Productivity tips working inside Infor CRM web client

The Infor CRM web client has some helpful capabilities that may be forgotten or unknown, so today I want to remind you of these productivity tips. Make sure to check out the 10+ links to other ...
author Dick Wooden 13 Min Read
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bpm'online 7.12 release- What's new and valuable

The team at bpm’online is constantly working to deliver advanced capabilities to automate your sales, service, and marketing processes. Here are the new features included in bpm’online version ...
author Dick Wooden 31 Min Read
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Easy enrich your prospect and customer information

How to enrich the account data from the open Internet sources One of the helpful options in bpm'online CRM system is the one-click ability to enrich a company account information and alerting when ...
author Dick Wooden 6 Min Read
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Boost CRM Productivity with Voice Recognition

Understanding Amazon Alexa What sets Alexa and Echo apart from first-generation voice assistants is responsiveness, unlike Dragon Naturally Speaking. There’s no activation button to press. Simply say ...
author Julie Cooper 13 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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Act! Insights to v20 - What are the benefits?

Most Innovative Act! Ever  “The next generation features in Act! v20 are a clear demonstration of our commitment to equipping our subscribers with the tools they need to stay competitive.”said John ...
author Julie Cooper 7 Min Read
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