Tips for mapping Pick-lists (or Option Set Fields) during CRM integration or data migration

When you are migrating data from a soon-to-be defunct system to your new shiny CRM system (or perhaps from one operational system to another), you may want to take the opportunity to clean, update or translate the data in transition. This blog describes the challenges of migrating

Read more

3 ways to turn data in Infor CRM into knowledge

CRM systems are great at Information Processing – in other words, the journey taken when raw, unorganised and unprocessed data gets converted into meaningful information. This process is achieved because CRM systems are able to show relationships and connections between different types of data. For example, communication records of phone calls, meetings

Read more

End of Life for TaskCentre for SalesLogix / Infor CRM Tools

The 8th of September marked the end of life for the TaskCentre SalesLogix / Infor CRM Integration Tools. Moving forward, the focus will solely be on SalesLogix / Infor CRM integration via the product’s web service and TaskCentre’s widely used Web Service Connector Tool. Associated support of the native SalesLogix / Infor CRM Tools will

Read more