Infor CloudSuite CRM

Solution

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
Service

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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Service

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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infor crm training
Video

Introduction to Infor CRM

January 17, 2018

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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Podcast

The Big Sam Sick

June 17, 2017

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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Podcast Mic
Press Release

Technology Advisors & CRMPlus Partner on Infor CRM

April 26, 2017

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,…

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Podcast

Distant Restrooms

March 16, 2017

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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Blog

Infor CRM Tip: How to Find Specific Attachments

December 12, 2016

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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Infor Code
Blog

Territory Realignment with Ad-Hoc conditions in Infor CRM

August 19, 2016

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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ask an expert
Blog

Infor CRM 8.3 Out-of-the-Box Database Configuration

April 20, 2016

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 Database
Blog

Infor CRM V8.2 Picklist Defect, and How to Fix it!

April 8, 2016

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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Picklist defect
Blog

Troubleshooting for Microsoft Visual Studio 2015

December 18, 2015

I decided to try out the new Microsoft developer tools that come with Microsoft Visual Studio 2015 to get a feel for the software. When I downloaded the product, I received a web installer which in turn downloaded the necessary components and installed them. It was a somewhat slow install process.

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Blog

How to Fix Connection Issues in External Facing Infor CRM Sites

December 11, 2015

Generally, on premise Infor CRM installations are set up as a combination of servers inside a company's network and behind a firewall.

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Podcast

Between Vacations

October 16, 2015

Sam & Steve discuss Dreamforce, Infor Next San Diego, CPQ technology, Amazon EC2 & S3, Chromebooks, Vertical CRM vendors and LinkedIn as CRM.

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Podcast Mic
Podcast

Infor-mative

December 1, 2014

A post-Inforum 2014 discussion about Infor CRM (formerly SalesLogix) and how CRM fits in with Infor’s many offerings.

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Blog

SalesLogix Mobile - New User Friendly and Faster Features

January 23, 2012

We are all living in a mobile world and all we want is to quickly and easily access all the information we can possibly get, right at our fingertips. That's not too much to ask, right?

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Blog

A SalesLogix CRM v8.0 Preview

December 11, 2011

Dave Wallace, Director of Product Management for Sage SalesLogix CRM, provided Technology Advisors’ customers a preview of the new SalesLogix v8.0 coming out next year.

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Blog

Considerations for Purging/Deleting Entity Data in SalesLogix

October 6, 2011

Normally when data is deleted from a database, it is simple enough to have a programmer write a DELETE statement in SQL to wipe out a bunch of records from a table. This technically works okay, but has some issues that one should be aware of.

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