Infor CRM Marketing Campaigns Series – Video 2 of 3
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
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
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
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
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
In this video we show the new Activity capabilities including the ability to link an activity to multiple entities
Intro to Sales Creatio
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
View a demonstration of the new Sales Forecasting feature in Infor CRM 8.4.03
Infor CRM Sales Quotas Features in 8.4.03
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)
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
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
View this training workshop to learn more about the Reports area of Infor CRM Web.
Infor CRM v8.x – Using the Duplicate Wizard
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
If you need help getting your Infor CRM users set up, this is the training video for you.
Infor CRM Product Demonstration
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
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
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...
InboxGuru – Native Email Marketing Automation for Infor CRM
In this live demonstration, we will show you some of the new and advanced features of the Inbox Guru marketing automation solution for Infor CRM and S...
The Top 5 Reasons CRM Implementations Fail
In this presentation, we share with you what we have learned in our 20+ years of experience to get to the bottom of why CRM systems fail and the solut...
Looking Forward – The Infor CRM and CX Suite Roadmap
In this slide presentation, we cover what is coming up for Infor CRM over the next few months.
Latest Add-ons
Case Stage Color Coding Add-on for Creatio
Recently Viewed Records Add-on for Creatio
Filter Highlighting Add-on for Creatio
Stacked Tabs Add-on for Creatio
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