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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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7 Key Benefits for C-level Executives when considering CRM

Business leaders who consider implementing a customer relationships and management system, or CRM, want to know how CRM will benefit their company. They can expect to gain these seven key benefits. ...
author Dick Wooden 15 Min Read
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Infor CRM April 2019 updates for version 8.4.01

Recently Infor released the long awaited updates to Infor version 8.4.0 which came to us in January 2018.  This April 2019 update is considered service patch one and bring over 14 months of needed ...
author Dick Wooden 16 Min Read

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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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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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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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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Let's Get Real - Migrating from Saleslogix 7.5 Windows to Infor CRM 8.3 Web

Start with an expectation that Changes will occur Working as a business partner for Sage Saleslogix then Swiftpage Saleslogix and then Infor CRM (formally Saleslogix) there is knowledge to be shared ...
author Dick Wooden 20 Min Read
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