How to use Quotes and Sales Orders in Infor CRM

Sales processes can sometimes be long and complicated, depending on what products and services are involved. A good CRM system will help streamline the process, linking initial quotes and sales orders with opportunities to provide a clear picture of what, when and who is involved from initial

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Video: What are Opportunities in Infor CRM?

One of the pillars in any CRM system is sales management. In Infor CRM, and indeed in most other CRM systems, your potential sales converting to accounts and contacts are called opportunities. Opportunity management allows you to store and report on information that you’ve collected on each

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Efficient Ticket Management – setting up standard problems and resolutions

If you are on the Customer Services team, then you’ve probably encountered common issues that customers raise with you – and more often than not, they will require common ways to resolve these problems. When these issues and resolutions crop up repeatly, is there a way to

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Efficient Ticket Management – how to manage ticket urgency

If you’ve been following my blog-series on how to efficiently manage tickets in Infor CRM, you’ll understand what the different contract types are, and how to configure area, category and issue values. If not, the links to those articles are given below. In this blog and video

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Video tutorial: how to associate accounts

Relationships between companies and business entities can sometimes be complex. For example, a parent company may have several subsidiaries, associated companies, other controlling interests as well as suppliers and so forth. But how do you remember who’s related to who in your database? Is there a way to associate accounts in

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How to change team users and delete teams in Infor CRM

Sometimes there are changes in the members of your sales (or other) team – other times, there are changes in your overall personnel structure. Whatever the circumstances may be, there will come a time when you need to change team users and/or delete teams within your Infor CRM system. But

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