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Infor CRM – New CRM Workflow in 8.4.04.
Published Sep 4, 2020In this video we will show you the new workflow capabilities which are included with the 8.4.04 release.
Infor CRM Marketing Campaigns Series – Video 3 of 3.
Published Aug 28, 2020Our Infor CRM Marketing Campaigns series is meant to help you to familiarize yourself with the main features and functionality of Infor CRM campaigns.
Infor CRM Marketing Campaigns Series – Video 2 of 3
Published Aug 26, 2020Our Infor CRM Marketing Campaigns series is meant to help you to familiarize yourself with the main features and functionality of Infor CRM campaigns.
Infor CRM Marketing Campaigns Series – Video 1 of 3
Published Aug 24, 2020Our Infor CRM Marketing Campaigns series is meant to help you to familiarize yourself with the main features and functionality of Infor CRM campaigns.
Infor CRM 8.4.04 – New Dynamic Timeframe parameter.
Published Aug 7, 2020In this video, we show you the new Dynamic Time Frame parameter feature which is available for any date field that you are using in the query builder.
Infor CRM 8.4.04 – New Notes feature
Published Aug 7, 2020In this video, we show you the new notes feature where you can link a not to any entity.
The note then shows up on the Notes tab at any of the linked.
Infor CRM 8.4.04 – New Activity screen
Published Aug 6, 2020In this video, we show you the new Activity view for Infor CRM 8.4.04 which has the ability for users to build Groups to display filtered sets of reco.
Infor CRM – 8.4.04 Activities .
Published Aug 6, 2020In this video we show the new Activity capabilities including the ability to link an activity to multiple entities Intro to Sales Creatio.
Published Apr 30, 2020This video demonstrates an award winning, cloud-based CRM with features that will help your organization increase sales efficiency, improve sales outc.
Infor CRM Sales Forecasting Features in 8.4.03
Published Apr 23, 2020View a demonstration of the new Sales Forecasting feature in Infor CRM 8.4.03 Infor CRM Sales Quotas Features in 8.4.03.
Published Apr 22, 2020This is a demonstration of the new Sales Quotas feature in Infor CRM 8.4.03 Get to Know bpm’online (now known as Creatio).
Published Aug 21, 2019In this demonstration, we take you on a high level demo and overview of the key features of bpm’online CRM.
Sales Forecasting in Infor CRM Web v8.3.10
Published Feb 7, 2019Sales forecasting has many important benefits – improved sales planning, financial planning, and inventory control to name a few.
Watch this training.
Infor CRM Web v8.x – Navigating Reports
Published Nov 12, .
2018View this training workshop to learn more about the Reports area of Infor CRM Web
Infor CRM v8.x – Using the Duplicate Wizard.
Published Oct 9, 2018View this training workshop to learn how to use the Infor CRM Duplicate Wizard to keep your database neat and tidy.
Setting Up New Users in Infor CRM v8.x
Published Sep 11, 2018If you need help getting your Infor CRM users set up, this is the training video for you.
Infor CRM Product Demonstration
Published Apr 26, 2018This video demonstration of Infor CRM is focused on the Day in the Life of a CRM user.
The CFX Lead Assignment Tool for Infor CRM Web
Published Apr 25, 2018This is a demonstration of the Customer FX automatic lead assignment tool for Infor CRM.
It is powered by the existing group builder and can assign t.
The Infor CRM 2018 Roadmap, What’s New in Infor CRM v8.4, and Live Demo of Infor CRM Mobile v4.0 Beta.
Published Feb 21, 2018In this presentation, we discuss what’s new in Infor CRM 8.4 and what the road map looks like for the rest of the year.
We also do a live demonstrati.
InboxGuru – Native Email Marketing Automation for Infor CRM
Published Dec 20, 2017In this live demonstration, we will show you some of the new and advanced features of the Inbox Guru marketing automation solution for Infor CRM and S.
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