Blogs

Expert Advice for Aligning CRM Sales, Marketing, and Service

Reserve your spot for this can’t miss webinar. This month Paul Greenberg, also known as the Godfather of CRM and author of “CRM at the Speed of Light”, is joining with bpm’online to discuss how to use CRM in a way that will align sales, marketing, and service.  Developing alignment of these core areas of CRM […]

Do You Need to Transform Your CRM Strategy in 2019?

You most likely do. Can you believe that in a couple weeks it will be Thanksgiving?  Before you know it we’ll be ringing in the New Year.  And while it may seem like it’s a ways off, now is the time to evaluate your CRM strategy to make sure that in 2019 you fully leverage […]

Using InboxGuru? Whitelist This IP

Important announcement for all InboxGuru users. InboxGuru sent out the following email this morning.  Let us know if you have questions.       Important Update: New IP Address to Whitelist Quick and Simple Happy Friday to all of you! We have a request for each of you before we begin the weekend. Please notify […]

Infor Xtreme Portal is Getting a New Name

Expect to start noticing changes over the coming months. The Infor Xtreme Portal is getting a new name, and I think it’s about time.  There is nothing “extreme” about it, so the name never made sense.  It’s a support portal, where end users and Business Partners go to report issues, search the knowledge base, and […]

Excluding Reports from the Reports List in Infor CRM

In the Infor CRM (Saleslogix) Web client, users can go to the Reports section to see the full list of reports that are available. However, some reports, you might not want to have available there. For example, at times, you might build reports that serve a certain purpose, that you run via code from somewhere […]

Customer FX 15 Years of Saleslogix Related Blogging!

This month marks the 15 year anniversary of Saleslogix (now Infor CRM) related blogging from Customer FX!! In 2003, I started the first Saleslogix related blog (that I knew of at that time) on the domain SalesLogixBlog.com and migrated that blog to customerfx.com in 2008. Here’s a sample post from that blog in 2004 on […]

Get Informed at Inforum 2018

Bonus: You get to hangout with Scott Weber. Have you registered for Inforum?  Taking place in Washington, D.C. September 24-27, Inforum is Infor’s annual customer event mixing product demos, educational sessions, networking, and entertainment.  And if that wasn’t enough to entice you I’ll sweeten the deal with this tidbit – you can hangout with Scott […]

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. […]

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