Pros and cons of CRM Outlook integration

In this brave new world, it makes sense to record emails into CRM systems, and because the email tool of choice in most companies is Microsoft Outlook, let’s look at the pros and cons of integrating it with your CRM system. There was a time, not so long ago, when buyers and sellers could actually talk to each other. Incredible as it sounds, people met and spoke, face to face, or talked on the phone. Questions and answers flowed backwards and forward in real-time. Body language was read and buying signals evaluated. Thank goodness we now have email to hide

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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

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Collier Pickard’s GDPR preparations

Our GDPR preparations – or the tale of the cobbler’s childrens’ shoes. If you are preparing your data for the implementation of GDPR on the 25th of May 2018 – then you may well feel my pain. Like you, the team here at Collier Pickard have been hard at work updating systems and processes. What happened when we asked people in our CRM system to “renew their consent” is a cautionary tale. The day before the storm. First a bit of background. Collier Pickard has been around for 14 years. Unusually, we started on day 1 with a database of

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How to work with emails – and Maximizer CRM

The majority of us spend a vast amount of time using email as a way of communicating and sharing information with others. And if you’re using a CRM system, like Maximizer CRM, the ability to quickly and easily store relevant information in the system becomes key. So what are some of the ways in which you can do this in Maximizer CRM?

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How to use Infor CRM’s Outlook Connector

Your Infor CRM system is the central hub where all customer and prospect information is stored. It’s vital that relevant data is kept up to date, so Infor CRM’s Xbar is a great tool to use when you do a lot of work from Outlook as it connects this with your Infor CRM system seamlessly. But there’s also another way of working from within your Outlook whilst still updating information in your Infor CRM easily, and it’s done via the Outlook Connector. Let’s take a look here.

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How to Leave Work On Time… Every Day!

As we approach the longest day of the year, is this a good time to think about your work/life balance? The summer solstice is on 21st June. From then on, the days will start to get shorter and the nights longer. If you are not careful, pretty soon you could be driving home from work in the dark… again!

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