Tag: Training
[Webinar] Improve Your Infor CRM Skills and Effectiveness
Are you getting the most out of your CRM implementation? Infor is launching a quarterly webinar/training series designed to elevate your proficiency with Infor CRM SLX. The first session will take place Tuesday, March 26th, 2024 at 11:30 EDT.
In the inaugural session, Infor will delve into essential strategies to streamline your CRM experience and maximize productivity. Here's what you can...
Custom Literals for Groups in the Infor CRM SLX Client
How to create new custom literals for use in the Infor CRM SLX group builder.
Looking up Records in Creatio
Looking up records in Creatio sounds like a very easy task, but there many different ways you can do this. Because you have options I have made a video to help determine the best and fastest ways to look up records.
Take a look.
It only takes a couple of minutes and you will be on your way to the next...
Infor CRM News You Can Use – August 2016
The Customer FX Newsletter highlights our monthly webinar, free training, important information about Infor CRM and industry news, as well as popular blog posts. If you would like this information delivered right to your inbox sign up now!
Duplicate records in Infor CRM? Let's talk about prevention and cure.
Keep your system duplicate free with Paribus and PowerEntry.
If you need to...
Training Workshop: Sales Forecasting in Infor CRM Web
Set yourself up to win.
Make sure your sales pipeline is setup in a way that meets your unique needs, ensuring that your sales forecast is accurate and useful. How? Join us on Monday, May 23rd at 2pm CDT as we walk through different options available when setting up your sales pipeline, and how to use them. As always, our...
Training Workshop: Creating Groups in Infor CRM Web
There's still time to register!
If you're using Infor CRM there will come a time when you need to create a group, and whether you're creating groups on a regular basis, or your group creation is sporadic, it's important to understand how to setup the criteria you need. Join us Monday, May 9th at 2pm CDT for our free training workshop.
Register...
Training Workshop: Creating a New Opportunity in Infor CRM (Saleslogix) Web
Monday, May 2nd at 2pm CDT.
It's not too late to register for our workshop aimed at helping end-users create a new Opportunity in Infor CRM (Saleslogix) Web. This free workshop is great when you're short on time, but need to get comfortable creating Opportunities and setting your default options.
Register now!
Free Training: Using Global Replace to Update Records in Infor CRM (Saleslogix)
Join us Monday, April 25th at 2pm CDT.
Are you familiar with the Global Replace Wizard? No, you're not? Then Monday's workshop is perfect for you. We'll review how Global Replace can take the hassle out of updating multiple records and how to use the Global Replace Wizard properly. All in under 30 minutes.
Register now!
-Brianna
Free Training: Sales Forecasting in Infor CRM (Saleslogix) Web
Monday, April 18th at 2pm CDT.
If you're interested in better management of, and insight to, your opportunities and sales pipeline our Infor CRM Sales Forecasting workshop is a good place to start. Join us as we review the options available for forecasting sales, pipeline options, and how to create a pipeline.
Did we mention the training is free of charge?
Register now!
-Brianna
Free Training Workshop: Creating and Running Mail Merge in Infor CRM (Saleslogix) v8.x
Monday, April 11th at 2pm CDT.
Take a little break during your day to learn something new! Our free training workshops help you to better use Infor CRM by breaking up the myriad of functionality into manageable chunks. No training workshop is longer than a half hour, meaning you won't get information overload and can easily fit it into your...
