Workshops

Free Training Workshops, Product Webinars, and More for Infor CRM (Saleslogix) and Related Products

Infor CRM Web – Sales Forecasting

Every sales manager wants to stay up-to-date on the opportunities his/her sales team is working and at what stage in the sales cycle the opportunities can be found. Infor CRM has a great sales forecasting tool; and when you know how to use it you will be able to better manage your sales team and their opportunities. In this workshop we will look at the options available for forecasting sales and creating a pipeline and the different ways that a sales manager may choose to cr...

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Infor CRM Web – Creating a New Opportunity

An Opportunity is a potential sale to an account, and the ability to accurately enter and track Opportunities can mean the success or failure of a sale. The Opportunity feature of Infor CRM allows sales representatives and sales managers to collect, analyze, forecast, and report on a variety of information related to sales such as: Probability of close Potential revenue Days in pipeline Estimated and actual close date This workshop will focus on establishing Opportunity De...

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Infor CRM (Saleslogix) v8: Using the Duplicate Wizard

Do you have duplicates clogging up Infor CRM and making a mess out of your data? You're not alone. No matter how vigilant you are about checking for duplicates before importing or adding Accounts/Contacts, it's inevitable that you will end up with duplicates. So what should you do? Get comfortable using the Duplicate Wizard. In this workshop we will review how to use the different options within the Duplicate Wizard. You may not be able to prevent all duplicates from ha...

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