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Posts Tagged xBar

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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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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CRM 2016 – Back to the future

As if 2016 hadn’t been shocking enough, now it’s time to start thinking about 2017. For anyone involved in crystal ball gazing, 2016 delivered more than its fair share of surprises. How many of you correctly predicted the big news stories that burst around us? In the

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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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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 Xbar

Many of us spend a large chunk of our working time dealing with emails – and working within Outlook. Luckily, there are some nifty integrations that allow you to work in Outlook without jeopardising your use of Infor CRM. Over the next few blogs, I will take you through these handy tools in the form

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Infor CRM 8.3 is here!

Earlier this month Infor announced their brand new update to Infor CRM – Version 8.3. This is a major update for 2016 as it introduces plenty of new features for you to get stuck into. Some of the new and improved features include:

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Infor CRM Xbar: Working in CRM without leaving Outlook

The Xbar is a very handy toolbar, which gives you easy access to information in your Infor CRM system from within your Outlook mailbox. In our previous video, we saw how the Xbar provides you with a snapshot of who you’re corresponding with in your Outlook. In this video,

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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
TN14 6AB
United Kingdom

t: +44 (0)1959 560410