Infor CRM 8.5

We are pleased to announce the general availability of Infor CRM 8.5 for single-tenant cloud and on-premises customers. This software update is designed to provide a number of functional, user interface and technical improvements. Summary of the enhancements included in this release: New Dashboard page with updated charts and capabilities Workflow notifications and approvals ‘Upgrade Safe’ customizations Action Steps Please see the Release Notes here for more information about Infor CRM 8.5. If you have any questions regarding this release, please contact your account manager today.  

Read more

Infor CRM – Inputting data from anywhere

Whether your sales team is working in the office or on the road, they will have to be able to access the data in your CRM at all times. From viewing or inserting activity records into their Calendar, or updating opportunities, the ability to access Infor CRM from anywhere is a necessity for any sales team.

Read more

Editing a form in Infor CRM – how to change the caption format and add a Tooltip

  One of the great things about Infor CRM is that you can tweak things to suit your particular work processes and business needs. These little changes can make a big difference in the way you collect data and how this information is used to increase efficiency and enrich your understanding of your customer. In this blog, we take a look at how you can edit a form, change the caption format, and add or change a Tooltip. These changes can only be done by a CRM Administrator – and as always, take care when making any amendments to your

Read more

Infor leader in Nucleus Research CRM Technology Value Matrix

Infor has once again ranked as a Leader in the Nucleus Research CRM Technology Value Matrix and has achieved this position with a CRM solution that is the centrepiece of a comprehensive Customer Experience (CX) Suite. The CRM solution integrates customer data across the enterprise to drive consistent and excellent experiences throughout the channels across the customer lifecycle. Besides CRM, the Infor CX Suite also includes Configure Price Quote (CPQ), Contract Lifecycle Management, Marketing Resource Management, Interaction Advisor, Rhythm, Omni-channel Campaign Management, Sales Intelligence for CRM, and marketing automation through Infor’s partnership with Marketo. Exceptional customer experience has become a key differentiator in today’s competitive market, and technology providers like

Read more

Infor CRM: how to use the Update Tool

Why do things one-by-one when it can be done by bulk to save time? Infor CRM’s Update Tool is great for this reason. But what exactly is it, and how do you use it? The update tool is a tool that is used to select multiple records, either out of a group or a lookup search, and allows the user to edit fields within those records all at once. This provides the user with a powerful method of bulk-editing multiple records and so for that reason it is only usually accessible by the CRM administrators. Simultaneously editing lots of records incorrectly, even

Read more

How to plot several postcodes on Google Maps

Sometimes we come across a handy tool or top tip that can be quite useful, especially when used in conjunction with your Infor CRM system. Here’s one we came across recently – the ability to plot several UK postcodes on to Google Maps. So if you’re planning to visit your prospects and/or customers, or if you just want to know where a group of addresses are located, then try using this tool – and it’s free too! Please note though that this tool it’s not supported – it’s simply something we liked and wanted to share with you. Plotting your

Read more

Incompatibility between Chrome and older versions of Saleslogix

The most recent version of Chrome (Chrome version 67) is incompatible with some older versions of the Saleslogix web client (versions older than Saleslogix 8.2.03). What does this mean for you? If you are using Saleslogix web client that’s older than 8.2.03, here are some options to help you avoid the issue: The simplest option is to use another web browser (such as Firefox or Internet Explorer) Alternatively, don’t update your current version of Chrome Apply a fix, which is available for Chrome version 67 users Applying the fix The fix requires editing the Sage-Combined.js file, which is minified –

Read more

Infor CRM Xbar in Outlook

Outlook – one of the most valuable communication tools for millions of business professionals all over the globe. So naturally, Infor has worked hard to integrate Infor CRM with Outlook as smoothly as possible. With Xbar and the Outlook Toolbar you have a complete view of your CRM system from within Outlook. It’s an easy feature to install and can be a huge timesaver if used efficiently to add, maintain and manage your Contacts, Opportunities and Leads. Outlook Integration and Xbar Install and Setup Getting this feature for your system is easy. When you’re logged into your CRM system, navigate

Read more

Infor CRM is rated a leader in the 2018 Nucleus CRM Value Matrix

Great news for Infor CRM – Independent research firm, Nucleus Research, has positioned Infor CRM in the leader quadrant of their newly released CRM Value Matrix. Leaders in this matrix are continually augmenting functionality with more embedded analytics and artificial intelligence (AI), as well as improving usability on the desktop and mobile devices. See the full announcement and download the report by visiting this page here.

Read more

Video: the relationship between Infor Operating Service, Infor CRM and Ming.le explained

Social influence on CRM Social media is everywhere. On your phone, tablet and on your laptop; in the news, in your business and in your home. So what about CRM? Where is the influence of social media on your CRM system? Well, Infor has answered this question with its Operating Service (Infor OS) and Ming.le. The two systems live together and blend seamlessly with Infor CRM to create a world of shared information, notifications, collaboration, social posts and tags, to ‘keep people in the loop’ or to ask for help. Infor OS and Ming.le are multitenant applications, running in the

Read more