Infor CloudSuite CRM
Infor CloudSuite CRM
Infor CloudSuite CRM software provides a view of every customer touch point across an organization’s sales, marketing, customer service, and support teams. Technology Advisors has been consulting on, customizing, training, and integrating with Infor for more than 21 years.
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Infor CloudSuite CRM Support
Support that quickly and expertly eliminates these issues will drive your long-term success. Technology Advisors' years of Infor experience equips us to guide your issue resolution faster, so you can focus on what really matters: growing your business.
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Infor CRM Training
Technology Advisors offers comprehensive, hands-on Infor CRM (formerly Saleslogix) training online. We'll guide you through the CRM and teach you how to maximize your user adoption and take full advantage of your CRM power.
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Winery CX
Sam’s latest wine club, when & why Infor CRM wins, a look back at 2018 acquisitions, ContactOut Chrome extension, Wix gets into CRM, “CX” in 2019, CRM in email client sidebars, CRM AI in 2019, 5 CRM trends for 2019, bot backlash.
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Bionic CRM
Dreamforce 2018, Inform, CRM AI offerings, SugarCRM’s input on why they win deals.
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CRM Security Monitoring: Security Features
Our experts showcase CRM security features you may already have but under-utilize.
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How Suite It Is (For SugarCRM)
Accel KKR makes a 9 figure investment in SugarCRM. Some of the other potential compatible AKKR companies. Sugar’s redesign and re-architecture. Sugar’s one-clickedness. Mitch Lieberman‘s take on the investment and his advice, including going all in on the cloud. How the sales team needs to be more…
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Tracking How Often a Group is Used in Infor CRM
In Infor CRM, there is a database table called GROUPSTATS. It was added in version 8.1. This table tracks how often users select each group.
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Technology Advisors Inc. Acquires Infor CRM Customer Base from AccelCRM
Business and technology consulting company Technology Advisors Inc. (TAI) has acquired Infor CRM customers from consulting and implementation company, AccelCRM.
AccelCRM has more than 20 years of experience installing, configuring, customizing, and training on CRM software, with a…
GDPR & Infor CRM
What is Infor CRM doing to prepare its system for the GDPR? Let’s take a quick look at how Infor is approaching GDPR compliance and the steps its teams are taking to ensure success.
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Introduction to Infor CRM
Are you curious about customer relationship management (CRM) software? Watch CRM expert Sam Biardo present this 30 minute introduction to Infor CRM.
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The Big Sam Sick
Sam gets sick and infects conference attendees plus his employees, Steve’s guest appearance on “Our Love Hate Relationship With Sales”, Infor CRM’s integration to LinkedIn’s Sales Navigator, the high price of standalone Navigator, the value of connecting CRM to multiple big data sources, Nimble’s…
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Technology Advisors & CRMPlus Partner on Infor CRM
Business and technology consulting companies Technology Advisors Inc. (TAI) and CRMPlus Consulting announce a partnership to extend CRM services for Infor CRM customers. Both consulting companies have more than 30 years of experience serving CRM customers across the country with implementations,…
Continue readingDistant Restrooms
Unlimited Verizon data (sort of), Apple’s possible move from Salesforce to Sugar, IBM’s move to Salesforce’s Service Cloud, Salesforce’s use of IBM’s Watson to power Einstein, Marketo and Infor partnership, marketing automation system rollups, Infor CRM gets out of neutral, Windows 10 upgrade…
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Infor CRM Tip: How to Find Specific Attachments
I recently helped a client who was looking for a solution that would enable him to find specific attachments quickly based on their intended use. For example, an Account might have several attachments associated with it, but the user may want to know which of those various attachments is being used…
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Territory Realignment with Ad-Hoc conditions in Infor CRM
If you've reassigned accounts to a new sales person, then you've probably dealt with the Territory Realignment tool in the Administrator of Infor CRM.
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Infor CRM 8.3 Out-of-the-Box Database Configuration
If you’ve switched to Infor CRM 8.3, or are planning to switch soon, be aware that you must configure your Eval database AND the blank database that comes with 8.3. Instructions can be found in your Implementation Guide. Here’s how to get to your Implementation Guide through the Infor Xtreme…
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Infor CRM V8.2 Picklist Defect, and How to Fix it!
If you have the new or upgraded Infor CRM 8.2.0 database, you may have noticed that adding & editing picklists causes an error. This is a defect in the system. The good news is, there’s a workaround – but don’t try this at home, kids! The procedure requires knowledge of Microsoft SQL Server…
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