23rd January 2019
Upgrade Act CRM image

Upgrade from Act! CRM to Infor CRM

Upgrade Act! CRM to Infor CRM Is Act! CRM struggling to keep up with your growing business? Infor CRM is the perfect upgrade to take you into the future. Act! CRM is our recommended CRM for small to medium businesses because its functionality and ease of use are unmatched, especially for the price! However, for companies experiencing fast growth or with special requirements such as manufacturers or companies with extended customer services needs, it may be time for an upgrade to a CRM with more functionality. With over 100,000 users, Infor CRM (formerly Saleslogix) delivers tools for individuals, teams, and companies focused on increasing sales performance and the insights […]
10th November 2017

Infor CRM Xbar – Outstanding Outlook CRM Integration

Are you using Infor CRM Xbar to its full potential? What is Xbar? Xbar is one of the most powerful CRM integrations with Outlook on the market right now.  It gives you an interactive view into your CRM system from within Outlook. Advancements in technology and sophisticated integrations with integral business software has continued to make our lives easier, automating many of our daily administrative duties, and people now have great expectations for what comes next. Xbar does not fail to meet that expectation as this integration empowers you to review and amend all of the important information in your […]
14th March 2017
Infor CRM Groups

Infor CRM Tips – Creating Groups with Query Builder

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 other CRM systems where the creation of new groups is considered an administrative function, Infor CRM has the advantage of […]
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 time pressures they tend to input the minimum data in order to get the job done. This is OK in […]