Videos

How to Bulk Update Opportunities in Infor CRM

Published Sep 25, 2020

In this video, we show you how to change the value of an Opportunity field for several Opportunities at the same time.

Infor CRM – New CRM Workflow in 8.4.04

Published Sep 4, 2020

In this video we will show you the new workflow capabilities which are included with the 8.4.04 release.

Infor CRM Marketing Campaigns Series – Video 3 of 3

Published Aug 28, 2020

Our Infor CRM Marketing Campaigns series is meant to help you to familiarize yourself with the main features and functionality of Infor CRM campaigns....

Infor CRM Marketing Campaigns Series – Video 2 of 3

Published Aug 26, 2020

Our Infor CRM Marketing Campaigns series is meant to help you to familiarize yourself with the main features and functionality of Infor CRM campaigns....

Infor CRM Marketing Campaigns Series – Video 1 of 3

Published Aug 24, 2020

Our Infor CRM Marketing Campaigns series is meant to help you to familiarize yourself with the main features and functionality of Infor CRM campaigns....

Infor CRM 8.4.04 – New Dynamic Timeframe parameter

Published Aug 7, 2020

In this video, we show you the new Dynamic Time Frame parameter feature which is available for any date field that you are using in the query builder ...

Infor CRM 8.4.04 – New Notes feature

Published Aug 7, 2020

In this video, we show you the new notes feature where you can link a not to any entity. The note then shows up on the Notes tab at any of the linked...

Infor CRM 8.4.04 – New Activity screen

Published Aug 6, 2020

In this video, we show you the new Activity view for Infor CRM 8.4.04 which has the ability for users to build Groups to display filtered sets of reco...

Infor CRM – 8.4.04 Activities

Published Aug 6, 2020

In this video we show the new Activity capabilities including the ability to link an activity to multiple entities

Intro to Sales Creatio

Published Apr 30, 2020

This video demonstrates an award winning, cloud-based CRM with features that will help your organization increase sales efficiency, improve sales outc...

Infor CRM Sales Forecasting Features in 8.4.03

Published Apr 23, 2020

View a demonstration of the new Sales Forecasting feature in Infor CRM 8.4.03

Infor CRM Sales Quotas Features in 8.4.03

Published Apr 22, 2020

This is a demonstration of the new Sales Quotas feature in Infor CRM 8.4.03

Get to Know bpm’online (now known as Creatio)

Published Aug 21, 2019

In this demonstration, we take you on a high level demo and overview of the key features of bpm'online CRM.

Sales Forecasting in Infor CRM Web v8.3.10

Published Feb 7, 2019

Sales forecasting has many important benefits - improved sales planning, financial planning, and inventory control to name a few. Watch this training...

Infor CRM Web v8.x – Navigating Reports

Published Nov 12, 2018

View this training workshop to learn more about the Reports area of Infor CRM Web.

Infor CRM v8.x – Using the Duplicate Wizard

Published Oct 9, 2018

View this training workshop to learn how to use the Infor CRM Duplicate Wizard to keep your database neat and tidy.

Setting Up New Users in Infor CRM v8.x

Published Sep 11, 2018

If you need help getting your Infor CRM users set up, this is the training video for you.

Infor CRM Product Demonstration

Published Apr 26, 2018

This video demonstration of Infor CRM is focused on the Day in the Life of a CRM user.

The CFX Lead Assignment Tool for Infor CRM Web

Published Apr 25, 2018

This is a demonstration of the Customer FX automatic lead assignment tool for Infor CRM. It is powered by the existing group builder and can assign t...

The Infor CRM 2018 Roadmap, What’s New in Infor CRM v8.4, and Live Demo of Infor CRM Mobile v4.0 Beta

Published Feb 21, 2018

In this presentation, we discuss what's new in Infor CRM 8.4 and what the road map looks like for the rest of the year. We also do a live demonstrati...