Adding a Call Step to a nurture campaign enables marketing to schedule a phone call for your sales people. The Infor CRM call activity itself can be assigned to the Lead or Contact Account Manager or another designated user. If the call is part of a multi-step campaign, the campaign will not continue until the […]
Infor has released the LinkedIn Sales Navigator integration software which is available for immediate download on the Infor Xtreme portal. There are 2 versions of the installation bundle, one for 8.3.07 and later and one for 8.3.01 to 8.3.06. Both the Infor CRM Cloud and On-premise installations are supported. Earlier versions of Infor CRM are […]
Recently I had a customer with a specific user that had a filter stuck on one of their Account Groups.
The Infor CRM 8.3.05 updates can now be downloaded from the Xtreme portal. Web Model Update 05 for Infor CRM version 8.3 includes the following new feature: Web Client ~ A new tool to simplify the Infor Ming.le provisioning process. For more information, see the Integrating Infor CRM with Infor Ming.le Infor Ming.le – Cloud […]
Infor has released update 04 for CRM 8.3 which can be downloaded now from the Xtreme Portal. Infor is right on schedule with their commitment to release new updates to their CRM software every 60 days. Update 04 is significant because it not only contains many reported bug fixes but also adds an exciting new […]
Infor CRM Xbar for Outlook 1.3 has been updated to 1.3.1 which adds backwards compatibility for Infor CRM version 22.214.171.124, 126.96.36.199 and 8.3 or later. Ensure your version of Microsoft Outlook is the desktop version of 2010, 2013, 2016, or Office 365. You can download the software on the Infor Xtreme Portal right now.
I think this is a really neat feature of the Infor CRM (formerly Saleslogix) Mobile client. We’re all carrying smartphones and tablets with cameras, so why not put it to work when you need to add a photo to an Infor CRM record. In the Mobile client, navigate to an Account, Contact, Opportunity or Ticket […]
Coming shortly after the SalesLogix 8.1 release is the all new “Adaptive Client” embedded right within Outlook. When you highlight an email it automatically pulls the related data from SalesLogix giving you a snapshot of the matching contact record.
Check out this video by clicking HERE to see a demonstration on how to quickly create multiple SalesLogix reports using Excel Pivot Tables.
Customer FX has created a new capability for the Sage SalesLogix web client that enables you to link multiple Contacts to a single Activity record. Once the Activity is completed, a separate History record is created for each of the linked Contacts.
Sage SalesLogix Mobile 1.2 Enhancements comming
This demo looks at the ShowHide legend control of Advanced Analytics for SalesLogix Web/Cloud.
This demonstration will take you through Advanced Analytics Visualization Options for SalesLogix Cloud/Web.
This demo walks through the SalesLogix Cloud/Web Advanced Analytics Axis Selector.
Take a look at this demo of the Advanced Analytics Filter options for SalesLogix Cloud/Web.
This demo looks at the Show Details and Export to PDF options in Advanced Analytics for SalesLogix Cloud/Web.
Take a look at this demo to learn about the Support Dashboards that are apart of Advanced Analytics for SalesLogix Cloud/Web.
This demo covers the Marketing Dashboard features of Advanced Analytics for SalesLogix Cloud/Web.
This video will take you through the Advanced Analytics Sales Dashboard for SalesLogix Cloud/Web.
This demo is a high-level overview of the SalesLogix Cloud Advanced Analytics tool.