Now work within Microsoft Outlook and obtain the richness of your CRM knowledge with a mouse click.
If you are using Microsoft® Outlook® 2010, 2013 or 2016 desktop versions, your world with Infor CRM has just gotten more engaging and productive. As your Outloook Inbox highlights a recent email with multiple recipients a WOW occurs as their Saleslogix contact cards pop up in the new Saleslogix Xbar for Microsoft® Outlook®.
You can easily filter to only show the From, To or CC listed names. Each contact card shows the persons title and email address and provides quick action icons to send an email, make a phone call, create an activity or add a note.
Additionally you can see a specific contact's "Activities", "History" or "Notes" by clicking on the related hyperlink. The activities view is great to see what you have scheduled for the selected contact.
The "Dashboard" will show summary counts of the contact interactions and marketing touches.
Use the ASK menu to add a new contact or lead, create 4 different types of activities, create a new sales opportunity or support ticket.
Do you want to be perceived as a professional and knowledgeable about a contact?
You can easily obtain Quick access to refresh your memory on upcoming meetings and the history of past conversations with the Infor CRM Xbar.
Then when the conversation is completed, simply update the contact notes.
Easily view and update:
Click on the menu icon and additional information options become quickly accessible with the sliding panel.
The "Global Search" provides access to all information in the Saleslogix database using Speed Search - as found in the Web, Mobile and Windows version.
Use the "What's New" option to view what has been happening in the entire Saleslogix database: new contact, new accounts, new conversations...
With the Infor CRM Xbar you can also manage the entire Account easily - obtain that desired 360 degree view of what is happening.
Easily change the field to search for, the type of conditions and the actual search text. Just like the Web and Windows versions of Saleslogix.
Just like the Web, Mobile and Windows clients you have additional panels/tabs of related information about the account.
Easily you now have access to a 360 degree view of that key account.
Quickly view and act upon the related activities, opportunities, tickets and digital attachments.