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Posts Tagged Outlook

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

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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

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Xbar for Infor CRM – what can it do?

If you spend a fair amount of time dealing with emails and generally working from within Outlook, then Infor CRM’s Xbar is a great tool for quickly and easily accessing your Infor CRM contact information, activities and opportunities from Outlook. It allows you to create new contact records, accounts and opportunities, simply by

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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

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Video: How to configure Outlook with Maximizer CRM

Many of us spend a lot of time communicating with customers, prospects and suppliers via email – and Outlook is certainly a very popular email tool to use. Therefore, the ability to integrate Outlook with Maximizer CRM is handy as it allows you to send and save emails directly to

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Video: How to install the Maximizer Outlook integration

In our last blog and video, we demonstrated how you can install the Microsoft Word toolbar on to your Maximizer CRM system. In this blog and video, we’ll show you how to install the Maximizer Outlook integration toolbar.

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Best practices when using Infor CRM’s Xbar and Outlook Connector

Now that we’ve had a look at Infor CRM’s Xbarand the  Outlook Connector as well as gone through their differences, let’s take a deeper look at how these nifty tools can be fine-tuned to suit your individual preferences. By fine-tuning the way things are done, you will not only

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What’s the difference between Outlook Connector and Xbar?

Now that I’ve provided an overview of what Infor CRM’s Outlook Connector and Xbar look like, you may be asking, what’s the difference and when should I use one over the other? Let’s take a closer look here.

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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

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About Collier Pickard

Collier Pickard has been trading since 2004. The core team, however, has been together for more than 20 years – which means we have a great deal of experience as an independent CRM consultancy.

Head Office

Collier Pickard Limited
The Old Calf House
Chevening Road
Sundridge
Kent
TN14 6AB
United Kingdom

t: +44 (0)1959 560410