Technology Advisors offers comprehensive, hands-on Infor CRM (formerly Saleslogix) training. We'll guide you through the CRM and teach you how to maximize your user adoption and take full advantage of your CRM power whether you're an administrator, sales rep, or marketing director. We have more than 30 years of experience working with Saleslogix/Infor CRM.
Users' roles determine the type of training they'll need. We segment our training into categories to fit each of those roles and can customize your training to fit your needs and your version of Infor CRM. View our descriptions and pricing, and then schedule your next Infor training session. Rates are hourly.
Infor Developer Essentials offers fundamental customization training for new and existing Infor Developers. Build competence and confidence working with Infor through live, hands-on training with one of our expert Infor CRM trainers. This class is designed for new Infor Developers responsible for developing custom functions and integrations with Infor.
As the administrator of Infor CRM, you need to know the product inside and out. This training teaches CRM administrators about Infor’s tools for configuration changes, user management, and other administrative processes. Gain insights on best practices and advanced capabilities to make the most of your Infor CRM system for you and your team.
This training focuses specifically on the sales capabilities of Infor CRM. Learn how to utilize sales management tools, contract management, mobile sales, opportunities, sales processes, and more. Shorten the sales cycle and drive customer acquisition with a deeper understanding of your CRM.
If you’re working in customer service centers, HR, or other customer-centric departments, this training opportunity is a must. Learn how to use Infor CRM to track, qualify, and resolve customer questions and issues as you optimize your use of Infor CRM for customer service.
Get hands-on training from experts with decades of Infor CRM experience. Contact us today to schedule a session tailored to your team’s roles and goals.
In this episode, Steve and Sam are joined by Jennifer Noonan, Vice President and General Manager of CX and IPMC business units at Infor.
The conversation begins with Jen offering a refreshingly clear overview of Infor’s mission to deliver industry-specific software solutions, particularly for sectors such as manufacturing, distribution, and healthcare. She outlines how Infor CRM SLX (formerly SalesLogix) has evolved to meet the needs of modern businesses, focusing on delivering deep functionality without requiring extensive customization.
Jen dives into Infor’s vertical-specific go-to-market strategy, emphasizing the importance of tailoring solutions to distinct industries and micro-verticals. The group discusses how Infor CRM fits into this approach, serving as a matrix layer that spans multiple industries while offering nuanced capabilities depending on the operational focus, whether it is manufacturing, distribution, or services. Jen shares insights into the complexity of determining the best ERP fit, especially in hybrid organizations, and how Infor addresses this through core ERPs supported by integrated modules.
One major highlight is the role CRM plays in unifying customer relationship data with operational systems, such as ERP. Jen talks about how integrated solutions reduce friction for users—particularly sales and customer service reps—by putting everything from sales order history to pricing at their fingertips. She emphasizes that CRM should act as the system of engagement, capturing leads, communications, and customer interactions. At the same time, ERP retains its role as the system of record for financials and fulfillment.
The episode concludes with a look at Infor’s innovation strategy under Koch Industries, which has enabled the company to adopt a long-term perspective on product development. Jen reflects on the rebranding of Infor CRM, which now includes ‘SLX’ as a nod to its SalesLogix heritage, and how cloud transformation has retained the platform’s robust customization capabilities.
The discussion encompasses a range of topics, from marketing automation to CPQ integration and the importance of thoroughly rethinking business processes during CRM implementations.
When you’re planning CRM training, it’s essential to consider who your audience is. You’ll probably be training various types of users, and each user type will have unique training requirements. By adapting your training plans to your audiences, you can deliver focused options that keep users engaged and prioritize the right content for their needs. In this post, we’ll highlight the types of CRM training and explain the correct audience for each.
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We had a blast learning about the latest Infor CRM innovations and sharing our best practices with customers at the Infor CRM Customer Workshop! Held at the lovely Park Ridge Country Club, this free event connected our customers to Infor executives, experts, and peers. Check out the recap!
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As recently as three years ago, many of our clients were still using Excel spreadsheets to handle internal processes. So, it got me to thinking: have most of us finally been forced to evolve past the spreadsheet, or are there still diehard spreadsheet users out there? I got my answer by talking to our friends at TimeLinx Software. TimeLinx is a project and service management (PSM) solution that automates all the elements of a services organization.
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A CRM is worthless if no one uses it. Businesses that are successful focus on CRM user adoption during CRM selection and post-acquisition. Here are some tips on how to do that.
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