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

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

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?

Read more

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 dragging and dropping information from your emails into the Xbar. You can also make changes to your records from within Xbar, which automatically gets updated in your Infor CRM system. To prove the power of Infor CRM’s Xbar, take a look at my in-depth video!

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 and notes are only useful when the record is related to the contact with which the interaction took place. With this view of interconnected data, information becomes meaningful to the user.

Read more

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 your Maximizer contacts. It also makes it easier to track email threads, as well as create new contacts, customer service cases and tasks, all from within your Outlook.

Read more

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 make life easier for yourself, but also engage in best practices as you become more efficient and effective.

Read more

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.

Read more