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Tag: CRM

The CRM Magazine 2019 Award Results Are In

Bpm'online (now Creatio) leads in 3 important categories. Every year CRM Magazine releases their CRM Market Leader Award winners and this year bpm'online was acknowledged as a CRM Market Leader.  Anaysts from various industry experts such as Forrester Research, Nucleus Research, and G2Crowd, judged the leading CRM vendors to choose the top five solutions in nine different categories.  Bpm'online was...

Creatio (formerly bpm’online) is a Leader in Sales Force Automation

Gartner's 2019 Magic Quadrant for Sales Force Automation has been released.   Bpm'online moved from the Sales Force Automation Challenger category in 2018 to Leader in 2019.   Gartner found that one of the strengths of bpm'online, among many, was product execution: "Bpm’online provides a UI that is easy to follow and modern. The sales product includes the ability to apply predictive analytic...

Creatio (formerly bpm’online) is the Future of CRM

Over the past year or so, most of my time has been spent working with bpm’online. It's been my primary focus and an amazing journey - it's made me excited about CRM all over again. I've been working with Infor CRM (Saleslogix) since it's very first public release (I think that was 1997). It's been great, but to be...

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 been this way since ACT!...

Creatio (formerly bpm’online) v7.13.3 Offers Impressive List of New Features

      Bpm'online is dedicated to making improvements and creating fixes that will help accelerate your business, and the latest release is no different.  Version 7.13.3 adds new features to marketing, service, core functions, the mobile app, business processes, and development tools.  You'll also find a few bug fixes sprinkled in.  Some new features to note:   Marketing   Bulk emails You can now preview...

Infor Will Begin Hosting Live Infor CRM Demos October 13th

Looking to make a change? If your current CRM isn't working for you, or you've outgrown Outlook and Excel as your makeshift CRM, now is the perfect time to take a look at something new.  Sign-up for a live demo of Infor CRM and learn more about this award winning software (here's another award for good measure), that offers multiple deployment options (LAN, Web,...

Outlook running slow? Here is a possible cure…

Like many CRM users, I rely on Outlook to send and receive emails throughout the day

Microsoft sues Salesforce.com over patents

Microsoft on Tuesday fired a major shot across the bow at Salesforce.com, filing a federal lawsuit against the online software company claiming it infringes on nine patents.

SalesLogix vs. Salesforce.com – Document Management

I just watched a Salesforce.com presentation highlighting their new "Document Management' solution which was just announced at the recent Dreamforce conference.

Salesforce.com – No software = No Worky

I attended a web based presentation of the Salesforce.com new release and had to share this

Infor CRM 10: Phone Number “Starts With” Search Not Working with Formatted Numbers

Infor CRM 10's Starts With search may fail to find phone numbers stored with formatting characters. Learn why this happens, how to identify affected records, and how to resolve the issue.

When Should Customer Service Use AI and When Should a Human Step In?

Most of us have experienced the frustration of needing...

Increase Attachment Size Allowed in the Infor CRM SLX Web Client

It is possible to increase Infor CRM SLX's limit on the size of a file that can be uploaded by editing values in web.config file.

A Closer Look at the AI Features in Infor CRM v10

Infor CRM v10 includes several built-in Generative AI features that go beyond a simple chatbot. Here's a closer look at AI Summary, AI Assistant, AI Newsfeed, and AI-assisted email drafting.

[Webinar] Infor CRM SLX Admin Essentials: Xbar for Web and Email Marketing

On Tuesday, September 15, 2026, Infor is hosting an...