Increase the value of your CRM- Improve CRM user adoption - Get even more Productive
Improving user adoption and success in a CRM project involves providing various educational resource options. Here are some helpful videos to getting started with Infor CRM Xbar connector to Microsoft Outlook.
Infor CRM Xbar Educational Video Links
How to navigate inside Outlook with Infor Xbar for interacting with Infor Crm member cards: accounts, contact, leads, tickets and opportunities. How to search CRM information and discovering What's new. How to modify Member view settings including which opportunity and ticket groups for viewing. How to use totem icons to view activities, past history, open tickets and open opportunities. Using the Ask icon to create new CRM information from Outlook.