Infor CRM SLX

Solution

Infor CRM SLX

Infor CRM SLX 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 23 years.

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Infor CloudSuite CRM
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Infor CRM Migration

Migrating to Infor CRM should empower your business, not slow it down. With the help of Technology Advisors, Inc. you can start taking advantage of your Infor solution sooner.

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Infor CRM SLX 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. 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
Podcast

Distant 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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Blog

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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Infor Code
Blog

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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Blog

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 Database
Blog

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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Picklist defect
Blog

Troubleshooting for Microsoft Visual Studio 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

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

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

Infor-mative

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

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

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

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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Blog

Designing Reporting Filters in SalesLogix

When a SalesLogix report is run, you normally see two different kinds of filter options/parameters. The purpose of this post is to explain what they are and how reporting filters in SalesLogix are different.

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Blog

Creating and Naming SData Feeds in SalesLogix

SalesLogix allows you to access your data via the new SData webservice feeds that are hosted as a part of the SalesLogix web client. Normally to enable your SData feed, all you have to do is check the "Generate Feed" option on the entity that you wish to create the feed for. The feed is…

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Blog

SalesLogix Reporting Basics

We frequently get questions about the reporting functionality in SalesLogix. So here is some information that should give you a pretty good idea about how the reporting works and how it interfaces with the SalesLogix database.

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