14th March 2017

Infor CRM Tips – Creating Groups with Query Builder

Infor CRM Groups
One of the powerful features that sets Infor CRM (formerly SalesLogix) apart from other CRM systems is the built-in Query Builder. The Infor CRM Query Builder provides users with a creative tool designed to build dynamic groups of user-defined lists of information. Once created, these Infor CRM Groups can be shared with everyone or with specific sets of users. Infor CRM Groups, or lists, are situated throughout the system; from Customers and Contacts to Opportunities, Service/Support Tickets and Campaigns. Unlike many […]
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4th August 2016

V18.2 – What is new in Act!?

V18.2 – What is new in Act!? Hot on the heels of  whole host of improvements with V18.1, the dev folks at Swiftpage have come up with even more goodies for us with Act! V18.2. Swiftpage have announced that Act! V18.2 is now available for desktop users.   The key feature of V18.2 is Act! Connect Link. The all new Act! Connect Link allows desktop users to create integrations between their CRM  and online applications. The Zapier platform allows Act! desktop users […]
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29th April 2016

Clean Data? How clean is your CRM data?

Clean data? Well, just how clean is your CRM data? You might have been using your CRM for some time and getting good results. But Just how clean is your data? At AlphaLogix we see many scenarios that have lead to data in a CRM being far from ideal. How did we get our CRM data into such a state? A spring clean is in order! One of the common problems we see is incomplete data. Often, when people are under […]
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