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Brianna manages The Inbox, a blog where you'll find posts about cool, but not necessarily related, things going on in the tech industry. From cool apps to web 2.0 topics. You'll find a whole lot of useful info here. And of course, news about Customer FX.

  • Recording: Infor CRM Update 05 and The Affect on Your Customizations

    Learn what this update means for your database. Last month we introduced you to the new features and user interface change in Infor CRM Update 05. This month we took it a step further and delved into the more technical side of this update, specifically how this update affects your database and customizations. If you were unable to join us for this webinar, or you would like to watch again, we have you covered: Read more
  • Don't Miss Out: Infor CRM (Saleslogix) Update 05 and Your Customizations

    Register today! In last month's webinar we introduced Infor CRM (Saleslogix) Update 05 and the changes that came with it, including a new user interface. This month we are going to take you further into Update 05 and discuss a topic that is important to many - how will this update effect current customizations? Join us this month as we discuss: What is contained within the 3 update files. How to install and apply the update files. Changes made to the database. The procedure for updating each users workstation. The impact of applying the updates on existing customizations. The Infor CRM road map. Read more
  • Get Your Hands on the Infor CRM (Saleslogix) v8.1.x Compatibility Guide

    Download now! In December 2014 Infor quietly released the Infor CRM (Saleslogix) v8.1.x Compatibility Guide and unless you were actively searching for it you were probably unaware of its existence. It does exist and we have it for you to download! You will find the Compatibility Guide attached to this post. -Briannna Read more
  • Recording: Infor CRM Update 05 and the Redesigned User Interface

    Get your first look now! Whether you're planning on implementing Infor CRM Update 05, or you're just curious about what the future of Infor CRM looks like, we encourage you to watch a recording of today's webinar: Read more
  • First Impressions of Infor CRM update 05

    I was able to get the new software loaded in my standard demo system today and my first impressions are: it looks very clean and modern, I like it a lot. What I was not prepared for is how much faster it is at navigating around. I don't know what... Read more
  • First Look: Infor CRM Update 05 and the Beautiful New User Interface

    The soon to be released Infor CRM Update 05 (Core and Model) is one many of you have been eagerly awaiting, most likely because with this release you will see a completely revamped and beautiful user interface when you login to the v8.1 Web client. But Infor didn't stop the beautification at the Web client, they started working on the v3.2 Mobile client as well. Join us this month for a tour of both the Web and Mobile clients as we look at: Read more
  • Did You Miss The Infor CRM (Saleslogix) Performance Tool Webinar?

    Watch the recording instead! If you missed last month's webinar where we explored the Infor CRM (Saleslogix) Performance Tool you now have the chance to view the recording: Read more
  • The Infor CRM (Saleslogix) Performance Tool

    Download available. This week we held a webinar where we presented the new Infor CRM Performance Tool, and we will post the recording soon. The tool is a great way for you to maximize the performance of Infor CRM (Saleslogix) and keep it running in an optimal condition. Interested in trying it for yourself? Download now! -Brianna Read more
  • First Look: The New Infor CRM (Saleslogix) Performance Tool

    During last month's webinar we recapped the Infor + Saleslogix 2014 Global Conference, and during that webinar we quickly presented a new tool that is free to current Infor CRM customers - the Infor CRM Performance Tool. This new tool is designed to maximize the performance of your v8.0 and v8.1 implementation, as well as providing administrators with one central suite of tools to keep your installation running at its best. Join us this month as we take a closer look at the features included: Read more
  • The Infor CRM Communities are on the Move!

    Do you have the new links? Late last week Infor CRM sent out an email with info on the new community links as well as where you can find them on social media. Didn't receive the email? We have you covered. The Infor CRM User Community is still in the process of being set up - forums, file libraries, etc. - but that doesn't mean you can't request your community login and start looking around. Request your login here and after you're registered you can visit the Infor CRM User Community. Interested in checking out the new Infor CRM blog? This will be a great place to learn not only about Infor CRM, but what is going on in the community as a whole. Check it out. If you would like to see what Infor CRM is up to on social media you have many options, follow one or follow them all! Read more
  • Infor CRM (formerly Saleslogix) Statement of Direction

    Learn more about the future of Infor CRM. Recently I received my login information for the Infor Partner Portals and as I was familiarizing myself with the site I came across a document created by Infor that outlines both the value of using Infor CRM and the direction that Infor plans for its future. The document introduces some cool Infor technology (ION, Mingle.le, Infor CRM AnyBOD, to name a few) to which you will eventually have access, strategic considerations, and reviews current features you may not be using. I encourage you to give it a read, it's definitely worth it. You will find the Infor CRM Statement of Direction attached. -Brianna Read more
  • Upcoming Workshop: Sales Forecasting in Infor CRM Web (Formerly Saleslogix)

    Are you signed up? A common theme I heard from customer's at this week's Infor + Saleslogix 2014 Global Conference was that they realized they aren't fully utilizing the capabilities of Infor CRM (or ICRM as Ryan Farley would like to call it). Being aware of the features and functionality available to you in Infor CRM, and being trained on how to use those features, can be imperative to running a successful business. Every week we hold free training covering many different areas of Infor CRM because we know it is important and we want you to be successful. We invite you to join us on Monday, November 10th, as we cover Sales Forecasting. Read more
  • Infor + Saleslogix 2014 Global Conference: The Inside Scoop

    Wednesday, November 19th at 2pm CST. The Infor + Saleslogix 2014 Global Conference just wrapped up, and while it was great to see and meet so many customers and vendors, we know that many of you were unable to attend. We don't want anyone to miss out on the information provided, so we thought we would give you an inside scoop on some of the most important takeaways from this years conference. Join us as we share information related to: Read more
  • Infor + Saleslogix Global Conference - There's an App for That!

    Download the conference mobile app. An easy, and handy, way to keep yourself up-to-date on all the conference news, updates, announcements, contests, and more is to download the free Infor + Saleslogix Conference mobile app. Here are the links to download the correct app for your phone: Read more
  • Recording for Infor CRM (Saleslogix) Updates Part 2

    Now available. Infor CRM (Saleslogix) updates can wreak havoc on your customizations. During this month's webinar, "Demystifying Infor CRM (Saleslogix) Updates Part 2: Merging Customizations", we show you how to mitigate some of the risks associated with applying updates to a customized Infor CRM system. Take a look for yourself: Read more
  • Infor CRM (Saleslogix) Updates Part 2: Merging Your Customizations

    Last chance to register! If you haven't registered for today's webinar, "Demystifying Infor CRM (Saleslogix) Updates Part 2: Merging Your Customizations", you still have time! Today's webinar is a follow-up to last month's "Demystifying Infor CRM (Saleslogix) Updates"and we'll take it beyond the basics and focus on the all important topic of how updates can affect your customizations and what you can do to minimize risk. Register now! -Brianna Read more
  • The Customer FX October 2014 Newsletter

    Stay informed. Every month we put out a newsletter recapping important info that you need to know. This month's newsletter invites you to join us for our webinar on Infor CRM (Saleslogix) Updates Part 2, covers changes to Infor CRM (Saleslogix) Mobile, invites you take a peek at what the future of the Infor CRM user interface may look like, and, of course, free Infor CRM training! The full newsletter is attached. Enjoy! -Brianna Read more
  • Infor CRM Mobile (Saleslogix Mobile) and Xbar Webcast

    Thursday, October 23rd presented by Infor CRM. Adding Infor CRM Mobile (Saleslogix Mobile) and Xbar to your CRM repertoire is a great way to improve user adoption and add value to not only your sales team, but marketing and support as well. Interested in learning and seeing more? Register for the webcast Infor CRM Mobile and Xbar - Bringing Your CRM Inside. Read more
  • Infor CRM Mobile v2.x (Saleslogix Mobile) and iOS 8 Information

    Good news and bad news. As many of you know, iOS8 was recently released and the good news is that the team at Infor CRM (Saleslogix) tested and validated Mobile 3.1 on the platform in advance of the release. The bad news is that last spring Mobile 2.x went to critical fix only, meaning that iOS8 hasn't been tested or approved for Mobile 2.x. In fact, any version of Mobile below v3.1 has not been tested. A common issue of users with iOS8 and Mobile v2.x is a blank screen on login. If you are running iOS8 and have an old version of Mobile talk to your Business Partner about upgrading to v3.1. -Brianna Read more
  • Demystifying Infor CRM (Saleslogix) Updates Part 2: Merging Your Customizations

    Last month we began to tackle what can be a complicated topic - Infor CRM (Saleslogix) updates. We reviewed the basics of where to find updates, the different types that are released, possible impacts when applying, etc. This month we're going to focus on an area of concern for many customers when applying updates, namely, how will this effect current customizations? Join us as we demonstrate a few techniques and tools for merging your existing customizations when applying an Infor CRM (Saleslogix) update. Topics that we will cover include: Read more
  • Video: Demystifying Infor CRM (Saleslogix) Updates

    Watch it now! If you missed yesterdays demo, "Demystifying Infor CRM (Saleslogix) Updates" , or you would like to review the information covered for a second time, we have you covered. Below is a recording of the demo. And because this is such a complicated topic we will be offering a follow-up webinar in October. Stay tuned! Read more
  • Infor CRM (Saleslogix) Releases Collateral Items

    Popular datasheets have been rebranded. It didn't take Infor very long to make the name change from Saleslogix to Infor CRM official, and now they have begun to update some of the most used datasheets to reflect the Infor brand. I've attached the rebranded Infor CRM Xbar datasheet so that you can take a look for yourself. -Brianna Read more
  • Customer FX Newsletter September 2014

    Saleslogix/Infor CRM news and free training. This month's newsletter brings you a chance to learn more about Saleslogix/Infor CRM updates, details about the Infor acquisition of Saleslogix (including the official name change), and free training opportunities to help you better use Saleslogix/Infor CRM. Not currently on our email list? Send an email to info@customerfx.com letting us know you'd like to join and we will make sure to get you signed up. -Brianna Read more
  • Official Infor CRM Acquisition FAQ

    What to expect now that Saleslogix is Infor CRM. Like many of you, it will take some time (probably a long time) to start calling Saleslogix by it's new name: Infor CRM. The name change was made official earlier this month, and today the official Infor CRM Acquisition FAQ was posted to the Infor CRM Community. I have attached a copy for your reference. You will still see the Saleslogix branding in many places, such as the Infor CRM Community, white papers, etc., but we anticipate a majority of the Infor CRM rebranding to be done by the time the Infor + Saleslogix Global Conference rolls around. -Brianna Read more
  • Demystifying Saleslogix Updates

    Wednesday, September 24th at 2pm CDT. Updates to Saleslogix are great, they mean that as a product it continues to grow in features and improvements are made to fix flaws, but at the same time updates can be confusing. Trying to make sense of updates is an issue customers often come to us with - does this update fix a bug? Add a feature? Both? In this month's presentation we will demystify the steady stream of software updates produced by Saleslogix to bring some clarity to common questions: How do I know what updates are available for my system? How do I know where to get the updates? What are the different types of updates and what are they called? Which updates will impact my customizations and how can I tell? How do I make sense of the update documentation? Applying updates - what are the prerequisites and do I need to install them in order? Read more
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