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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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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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New User Interfaces lead Infor CRM 8.1 Update 05 Changes

WOW - Quite a bit of User Interface Changes with Infor CRM Web client The Infor CRM 8.1 Update 05 is the first manifestation of the investment Infor has made into the platform and contains a fresh ...
author Dick Wooden 10 Min Read
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Increase User Adoption - Infor CRM inside your Microsoft Outlook

Getting Work Done with People If you are always using your Microsoft Outlook and want to manage your day, while getting advanced insights of your business contacts and key accounts.  The latest Infor ...
author Dick Wooden 11 Min Read
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What's New with Saleslogix Sync for Google Gmail

Not fond of Microsoft Outlook but Love Google Gmail? Saleslogix CRM allows you to love either.  If you work in Microsoft Outlook then look no further than the Saleslogix Xbar for Outlook.  More here. ...
author Dick Wooden 5 Min Read
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Saleslogix Xbar for Outlook Arrives- Promise Delivered

Helpful from the Get Go- Saleslogix and Outlook: If you are using  Microsoft® Outlook® 2010 or 2013 desktop versions, your world with Saleslogix CRM has just gotten more engaging and productive. Your ...
author Dick Wooden 7 Min Read
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What if your CRM could move into your Outlook

We find that many businesses new to CRM have a long-lasting, productive relationship with their organizations' use of Microsoft Outlook.  That is their currently used main productivity application ...
author Dick Wooden 4 Min Read
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