Articles by Scott Weber

Creatio (formerly bpm’online) Quick Tips: Working with Leads

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 […]

Creatio (formerly bpm’online) Studio FREE is Coming in June

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 Future of CRM Systems

  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 – Register for this Customer Experience Case Study – August 22nd

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. […]

Infor CRM Sync for Exchange 1.01 has been released

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 […]

Fix for Infor CRM web client Online Help

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 CRM 8.4 now available

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.

Drag and Drop an address from your browser to Infor Xbar

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 […]

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