Leads in bpm’online are a record attached to an Account or Contact (or both) for communicating with and qualifying someone for something they may be interested in. As you work the lead, you can collect information over time and then create an opportunity if it really is a quality lead. This allows you to have […]
bpm'online has the ability to import data from Excel files into any section
Every section within bpm'online has "Printables" which are Word merge document templates or a report
Creatio (formerly bpm’online) has been named a Leader in the Nucleus CRM Value Matrix for the fourth consecutive year
Bpm’online, a global business software company leading in the space of low-code, process automation and CRM, is proud to announce it has been recognized as a Leader in the CRM Technology Value Matrix 2019 by Nucleus Research for the fourth year in a row. You can read more about it here.
The built-in bpm'online email client has the ability to automatically record all of your emails to the matching Contacts and Accounts
The San Francisco-based cloud software giant Friday blocked access to all current and former Pardot marketing automation software clients after the deployment of a database script inadvertently gave users broader data access than intended.
Yes, you read that right, we said free! The long-awaited moment of the year is approaching! On June 5th bpm’online will present a brand-new product – bpm’online studio FREE – developed to streamline process design. This low-code technology is meant to give non-IT staff the ability to build apps and business processes without having to […]
The bpm'online built-in email client looks for keywords and phrases like "help" or "problem" and then creates support cases
Every main section in bpm'online can be configured to present a different form/view
The marketplace is saturated with CRM systems of all types and costs, from free to thousands of dollars per user per year. Most have one thing in common that limits their usefulness – for the most part they just store data. All CRM systems are built using forms over a database and they have […]
Infor CRM Xbar v1.3.9 is ready for download on the Infor Support Portal (formerly Infor Xtreme). There are many fixes in the new release, which we hope will lead to a smoother user experience. Check out the fixes below and let us know if you have questions. Prerequisites Before installing Xbar, you must: Ensure […]
Fix for Concurrent User licenses not being released after applying update 08, 09 or 10 for Infor CRM 8.3
Description: The following information only applies if your Infor CRM system in NOT integrated with Infor Ming.le. After applying update 08, 09 or update 10 for 8.3 you will find that Infor has added a session state parameter to the SlxClient web.config file and have set the default value to 480. This parameter being added to the […]
How a 360-degree view of your customer fosters innovation and success. In this informative 45-minute webinar, you’ll learn how John Henry Foster, a company that has been automating businesses since 1938, is using Infor solutions to empower employees with 360-degree visibility and control of the customer experience — from marketing through sales, service, and delivery. […]
We’re excited to share that independent research firm, Nucleus Research, has positioned Infor CRM in the leader quadrant of their newly released CRM Value Matrix. To see the full announcement and download the report, click this link.
Check out this video of the Infor Birst Business Intelligence solution working within the Infor CRM Ming.le homepage as widgets and a contextual sidebar. Reporting and Analytics Collection and aggregation of data enabled by the cloud, served up for consumption and decision-making
You may have heard about the new GDPR laws and Infor CRM has added a new feature to help support that requirement. What are the new settings? –When adding a new Contact to Infor CRM, the Do Not Solicit check box is selected by default. –The Do not Email, Do not Call, Do not Fax, […]
Infor has just released a new version of Sync For Exchange and it can be downloaded from the xtreme portal. This new version brings compatibility with Infor CRM 8.3.09 and 8.4. With Sync for Exchange, Infor CRM is directly connected to Microsoft Exchange server either hosted (Office 365) or on-premise version 2010 or above. I […]
After installing Infor CRM 8.4 I noticed that the online help stopped working and generated a browser error. Infor is aware of this and published an article with instructions to correct this. KB 1962133 “The name of the Infor server that hosts Infor CRM Online help has changed. This will cause a 404 error when […]
Infor has released version 8.4 which has been posted on the Xtreme portal. This is a full iso image rather then a patch. Stay tuned for more information as we get this new software up and running.
Here is a really handy feature of the Infor Xbar for Outlook. From any web page or document you can highlight the text and then drag and drop that text onto the Infor Xbar. Next, select whether you want to create a new Contact or Lead and Xbar will interpret the text and paste it […]