Workshops

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

Advanced Analytics v3.0: Business Intelligence for Infor CRM (Saleslogix)

Are you interested in accessing valuable information residing in your Infor CRM system? Information such as real-time snapshots and analysis of organizational, departmental, or individual performance that will allow you to make more informed business decisions? If so, don’t miss this month’s Advanced Analytics webinar. Advanced Analytics v3.0 is a Business Intelligence add-on solution for Infor CRM (Saleslogix) that provides interactive reporting with the ability to ...

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Merging Contacts and Accounts in Infor CRM (Saleslogix)

If easily finding accurate information in Infor CRM (Saleslogix) sounds like something you're interested in, then you should learn how to merge Contacts and Accounts. Merging records is a simple way to keep your data clean and improve the quality of information within your system. In this workshop we will review how to take two or more records for the same Contact or Account and create one seamless record without losing pertinent information. Join us for this workshop ...

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Creating a New Sales Process in Infor CRM (Saleslogix)

Every company has a sales process that reflects the needs of the business. Sales processes are a series of stages and steps that help a sales person close an opportunity. In Infor CRM you have the ability to create sales processes based on business size, product line, territory, or any other factor that determines how a sale progresses through a pipeline. This workshop will focus on innovative ways to ensure important sales steps are not missed in the sales process. Upon ...

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