How to Successfully Select and Implement a CRM

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. ...

Process work that helps People Many times we may not be aware of the full potential benefits of identifying and fixing failing business processes. Once failing business processes are identified and ...

Productivity Managing Daily Activities 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 ...

Filter for only the CRM data you want to view 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 ...

Previously we covered  how to setup the various user defaults  so that your work can be performed consistently and you are more efficient in looking up information using Infor CRM. Today we are ...

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 ...

Unrealized benefits of using existing CRM functionality... After implementing and developing tailored Infor CRM business work flow processes over the years, I know that there are tons of features and ...