Infor CRM Xbar
Infor CRM Xbar for Microsoft Outlook lets you access your CRM information from right within your email platform. No more jumping back and forth between CRM and email. Watch this quick demo to see Xbar in action!
- Great for mobile
- Organizes unstructured email info as defined tasks, opportunities, leads, accounts, social media conversations, etc.
- Drag and drop email signatures from Outlook
- Lead, contact, account, and history information from Infor CRM accessible directly within Outlook
Infor CRM Resources
National Bureau of Property Administration Confidently Uses Infor CRM to Stay at the Top of Their Industry
The original technology partner created custom code which was constantly breaking. Troubleshooting the issues and managing the bad data it produced had become overwhelming. The client had a spaghetti bowl of data that didn’t satisfy even the basic requirements of their software program thus making all things more difficult.
ReCept started looking for a new Customer Relationship Management (CRM) solution when management realized their current system was holding everyone back. The old system was not compatible with ReCept’s other programs, so sales representatives were doing double the work to track and maintain customer demographic information. Visibility between departments was almost non-existent, and because the teams couldn’t see what was coming up in queue they lost efficiency and often overlapped their efforts.