Tag: Features

This is the features added in Infor CRM Xbar for Microsoft Outlook version 1.4.1 which is now available for download on the Infor support portal The Ability to synchronize Leads, including new sync option to define behavior. (for Infor CRM v8.4.0.4 only) Requires KB 2151140 and the companion pieces in KB 2144758. Administrators can now manage sync options per resource, for...

Creatio just gets better and better.           Something we here at Customer FX love about Creatio (formerly bpm'online) is their commitment to regularly scheduled product improvements.  This month Creatio announced the release of version 7.15.4 which brought with it many enhancements and updates that touch every area of the product.  Enhancements to note:   Business Processes. The Process Designer UI has been...

I use this whenever I get an email in Creatio from a new Contact or a Contact with incomplete data. When an email shows up in your inbox and you see the little orange cloud-shaped icon, this is an indicator that it found new/missing data or there is a contact in the email string that is not yet a...

Included in the next release of Infor CRM is an all-new Forecasts and Quotas capabilities.  Many customers have been asking for this and it will part of the next update, 8.4.03 for the web client.  Managers can establish a goal for a specific user or team of users and then track their progress towards achieving that goal within the...

9 new features and 4 bug fixes coming your way in the latest update. Bpm'online does an excellent job of providing regular feature updates and bug fixes to stay ahead of the pack in CRM, and v7.14.3 is no exception.  In the latest update you'll find 9 new features and 4 bug fixes.  I have to say, the new feature...

Join us as we discuss the future of Infor CRM and the Infor CX Suite. A question we hear often is, "what is Infor's plan for Infor CRM?" This month we decided to focus our webinar on the most recent Infor CRM and CX Suite roadmap. We will discuss topics such as: • Contextual Widgets • Perfomance • ERP Integrations • Sales Intelligence • Marketo...

Take the headache out of managing contracts and positively impact the bottom line.   For many organizations contract management is a time consuming, manual process.  A common problem that results in manually managing contracts is disorganization - leading to money left on the table, wasted resources, and unsatisfactory product delivery.  Best-in-class organizations realize the importance of effectively managing contracts and leverage...

Join us May 23rd at 2pm CDT. Streamline the process of managing contracts, proposals, quotes, and sales orders while increasing the timely close of sales. Last month's webinar took a high-level look at products from the Infor CX Suite. This month, we are going to narrow our focus and dive into Infor Contract Lifecycle Management (CLM). Infor CLM is a product...

Sign up for next week's webinar and see this new feature in action. Join us this month for a live demonstration of Contour Proximity Search, a new mapping feature available for the Infor CRM 8.3.04 Web and Mobile clients. Not only will we walk you through setting up your Google API integration, but we will also show you the features...

See the new features firsthand during our live demonstration Wednesday, October 21st. The recent release of Infor CRM (Saleslogix) v8.2 Update 01 includes many bug fixes, and also brings many improvements to end users, Administrators, and Developers alike. If you haven't had a chance to become familiar with the new features and functionality in Update 01, this month's webinar is...