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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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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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Effective Use of Infor CRM Address Book Inside Outlook

Each Infor CRM user can enhance their use of Microsoft Outlook Address book contacts when linking to the Infor CRM contacts.  This article covers using the Address book, scheduling an appointment and ...
author Dick Wooden 7 Min Read
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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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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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