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.

Learn more about Infor CloudSuite CRM
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.

Learn more about Infor CloudSuite CRM Support
crm support pages level 2
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.

Learn more about Infor CRM Training
infor crm training
Podcast

Winery CX

January 9, 2019

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.

Listen Now
Podcast Mic
Podcast

Bionic CRM

October 4, 2018

Dreamforce 2018, Inform, CRM AI offerings, SugarCRM’s input on why they win deals.

Listen Now
Podcast Mic
Video

CRM Security Monitoring: Security Features

September 24, 2018

Our experts showcase CRM security features you may already have but under-utilize.

Continue reading
Podcast

How Suite It Is (For SugarCRM)

August 23, 2018

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…

Listen Now
Podcast Mic
Blog

Tracking How Often a Group is Used in Infor CRM

August 20, 2018

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.

Continue reading
tracking group in Infor
Press Release

Technology Advisors Inc. Acquires Infor CRM Customer Base from AccelCRM

April 4, 2018

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…

Continue reading
Blog

GDPR & Infor CRM

March 22, 2018

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.

Continue reading
GDPR
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.

Continue reading
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…

Listen Now
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,…

Continue reading
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…

Listen Now
Podcast Mic
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…

Continue reading
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.

Continue reading
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…

Continue reading
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…

Continue reading
Picklist defect