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 Mobile 3.5 which can be downloaded from the downloads area on the Xtreme portal. In addition to several bug fixes, some new features have been added as well: Mingle Single Sign On support Offline BOE entity support Sales person KPI added to the sales order detail view Contour Mapping module is now […]
Now available for download is the latest release of Infor CRM mobile; 3.4.2 for 8.0 or later. You can get it from the Infor Xtreme Portal in the Downloads/Products section. Included is the installation files and Implementation guide. Be sure and read the prerequisites before installing. This appears to be a maintenance release so to […]
Implementing Mobile CRM can be a game changer for your workforce, and your customers. There was a time when laptops were the best, and only, option for a sales person/technician/executive on the go that needed to stay connected with the office. There are many problems with this approach – in comparison to mobile devices laptops […]
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 […]
SalesLogix Mobile v2.1 can be downloaded from the SalesLogix support site and contains the following enhancements:• Use My Activities to see the activities in which you are a leader or member.• Use My Activity Quick Actions to complete, accept, or decline an activity, and to make acall. You can also make notes after your call.• Add, […]
I had a chance to test drive the SalesLogix Mobile client on my new Amazon Kindle Fire today and I can tell you that it really flies. Amazon has implemented a server assisted browser application in the new Kindle Fire and this makes it faster at navigating the SalesLogix Mobile application then on my iPad2. […]
During last month’s “Sage SalesLogix v7.5.4 Deep Dive” Partner Webcast, there was a chat question about recording activities to history inside of the New Sage SalesLogix Mobile product. We have an updated response to share with you.
Demonstration of the SalesLogix Mobile iPhone App Settings Screens.
Demonstration of the SalesLogix Mobile iPhone App Activities Screens.
Demonstration of the SalesLogix Mobile iPhone App Ticket Screens.
Demonstration of the SalesLogix Mobile iPhone App Leads Screens.
Demonstration of the SalesLogix Mobile iPhone App Opportunity Screens.
Demonstration of the SalesLogix iPhone Application Contacts Screens.
Demonstration of the SalesLogix Mobile iPhone App Account Screens.
Here's the video and Q&A from our SalesLogix Mobile Webcast Yesterday:
Demonstration of the SalesLogix Mobile iPhone App Mapping Feature.
Demonstration of the SalesLogix Mobile app for iPhone call out feature.
Get the scoop on the New SalesLogix Mobile.
Demonstration of the SalesLogix Mobile for iPhone Home Screen configuration options.