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Scott Weber

Scott Weber is CRM Practice Manager and Senior Consultant for Customer FX Corporation.
301 ARTICLES PUBLISHED — POPULAR ARTICLES

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Infor CRM v9.3 – Looking ahead, lots of new features coming

View the roadmap for Infor CRM SLX 9.1, 9.2, 9.3 and beyond

Infor CRM v9.3 – New features are coming!!

Take a look at some of the new features and capabilities planned for the Infor CRM v9.3 release which is due out in July 2024. Disclaimer: Infor may change this at any time.

Infor CRM 9.2 is now available

Infor CRM 9.2 can now be downloaded from the Infor Support website.  Here are some of the updates you can expect to find.  Find a link to the full list at the bottom of this page. Infor CRM Mail Merge for Microsoft Word Time zone field formatting When a Family picklist is edited in the Web client the new...

Infor CRM 9.2 – New Speed Search UI

Here is a screenshot of the all-new UI for the Infor CRM Speed Search engine.  Speed Search has always been a powerful and useful feature of Infor CRM however, the user interface was very dated. I like how the results within each entity are grouped in this new version.

Infor CRM 9.2 – New Feature, Customer Journey

Here are a couple of screenshots of the Customer Journey which is a new feature of Infor CRM 9.2 We will do a full review of this when it becomes available.

Infor CRM 9.2 – Remote Administration capabilities

Here are some of the new features planned for Infor CRM related to Remote Administration

Infor CRM 9.2 – A list of some of whats included in this next release

This is subject to change but here is what is planned for the 9.2 release of Infor CRM.

Xbar 1.4.2 for Infor CRM is now available

Infor has released a new version of Xbar for Outlook, which can be downloaded from the downloads area on the Infor Support Portal. Xbar 1.4.2 contains numerous bug fixes as well as several new features. For a complete list of what's new and fixed, click the link below. Infor_CRM_SLX_Xbar_1.4.2_Release_Report 1 Add a text notification when an email has been recorded to...

Creatio Named a Leader in the G2 Grid® Report I Fall 2023 for CRM Software

I really like the G2 review website because these are reviews from actual users and not paid analysts. Creatio, a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom, has been recognized as a Leader in the G2 Fall 2023 Grid® Reports for CRM Software. Creatio CRM is a full-fledged suite of...

What’s New in Infor CRM 9.1 – and a sneak peek at some new features in a future release

Download the linked document below to see some of the new features and capabilities Infor added to the new 9.1 release. Infor 9.1 Enablement - CRM - 2023July

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

AI Readiness Checklist for CRM Teams: Is Your CRM System Ready for AI?

Before using AI in Creatio, make sure your CRM data, users, processes, and automation foundation are ready. Use this practical AI readiness checklist for CRM teams.

Build Your Creatio AI Skills with the 2026 AI Summer Program

Join Creatio’s free 2026 AI Summer Program to learn how to identify, build, deploy, and manage AI agents.

Exploring AI Options for Infor CRM v10

I've started taking a closer look at the AI capabilities built into Infor CRM v10. Over the next several posts, I'll share what I learn. From the built-in features and supported AI providers to implementation considerations, costs, and practical use cases.