See a demonstration of the top 5 time savers for your users. The infor crm mobile client supports single signon when infor crm is. Turn unstructured email information into defined tasks, opportunities, leads, accounts, social media conversations, and more. The infor support portal will be undergoing regularly scheduled maintenance on sunday, 19 april from 1 am utc sat, 8 pm eastern through 6 am utc 1 am eastern. Infor crms xbar and mobile clients use the sdata rest api to connect to infor crm. Infor crm xbar in outlook collier pickard indepedent crm.
Xbar for outlook makes it easy to access detailed information like client communications, open opportunities, tickets and next steps, all without ever having to leave your inbox. Infor crm xbar for working with crm data inside your outlook. You can follow any responses to this entry through the rss 2. Infor crm is the platform of choice for strategic companies seeking to build costeffective, purposebuilt crm solutions for. As a stylish side bar in your outlook window, xbar allows you to access invaluable information at the point of contact with customers and prospects. Ensure your version of microsoft outlook is the desktop version of 2010, 20, 2016, or office 365. Installing xbar for infor crm saleslogix and outlook customer fx.
Infor crm inside microsoft outlook for a cohesive solution. It includes more productivity enhancements which make it very easy to add new accounts, contacts, opportunities, tickets, activities and note right from your microsoft outlook 2010 or 20 versions. With this latest version, field level security rules are now enforced. Infor crm reseller of infor crm xbar crm in dayton, ohio. Users may accept the option to run the downloaded program, or may go to downloads folder and run it from there. Purposeful innovation empowering your mobile workforce. As such, the mobile and xbar clients, as well as other sdata clients, will behave in. Infor crms exceptional usability and flexible configuration capabilities enable rich, personalized user experiences, helping ensure adoption and. Infor campus plus for crm membership provides 247 access to a wealth of training tools and materials, in a variety of formats to fit individual learning styles and needs such as course workbooks, elearning, webinars and recordings. Check emails and see all your clients data from your outlook inbox with xbar. Infor crm offers a flexible customer relationship management crm system for managing relationships, information and crm. Check out the fixes below and let us know if you have questions. Drag and drop email signatures from outlook to quickly create new contacts, leads, tickets and more in infor crm.
Infor crm software with industryspecific capabilities, flexible, mobileoptimized can be customized by our expert crm solutions team for better roi. Saleslogix xbar for microsoft outlook means never toggling between applications again. The text above is not a piece of advice to uninstall infor crm xbar by infor from your computer, we are not saying that infor crm xbar by infor is not a good application. Users view and update current information and add new contacts. If you need help installing and implementing infor xbar give us a call and we will get you started. Infor crms xbar open video here is hands down the best outlook integration in the industry. Installing xbar for infor crm saleslogix and outlook. Setup outlook integration installing the xbar outlook.
Support help topics for infor crm xbar for microsoft. Administrators, crm, crm user adoption, data tips, end users, infor, infor crm, saleslogix xbar, xbar connectivity, xbar settings, xbar troubleshooting this entry was posted this entry was posted on tuesday, april 28th, 2015 at 9. View important lead, contact, account, and opportunity information from infor crm within outlook to improve your email communications. For more information, contact collier pickard 01959 560410 or. If you are using a current or recent past version of infor crm saleslogix, the way to transfer data between crm and outlook is the xbar application. Outlook sync and the outlook integration features that were previously included with desktop integration. Xbar will identify any senderrecipient of an email in your inbox that also exists within your crm system. Infor crm has released update set 03 for infor crmsaleslogix v8. Take a look at using infor crm in outlook with xbar. Rich customer profiles and sales productivity tools can help users to identify opportunities to maximize. Xbar for microsoft outlook increases end user satisfaction and adoption of infor crm. For a complete outline of hot fixes for this version, see this release notes summary document. We sat down with qgate crm consultant nicola whate to get her thoughts on the infor crm xbar feature. For more info on how infor crm pricing compares, download the salesforce versus guide below.
The ultimate goal of the infor crm xbar for microsoft outlook is making your daily workflow even easier while in outlook. Infor crm xbar for microsoft outlook greatly improves productivity and end user adoption of crm while they manage infor crm information while working in outlook 2010 or 20. There are many fixes in the new release, which we hope will lead to a smoother user experience. When a lead, contact, account, or task is accessed through outlook, saleslogix xbar instantly displays related contact, activity, opportunity information. It provides comprehensive capabilities for managing sales, marketing and customer service activities and information across the enterprise. Xbar for infor crm allows you to view and update your crm details directly from within outlook. How is licensing for xbar, mobile and sdata different. Infor crm and outlook integration success with crm. Cloudsuite crm customer relationship management software. Increase the value of your crm improve crm user adoption get even more productive. Islx enterprise, although, longintooth, provides the most comprehensive customer relationship management solution on the market outofthebox. Infor crm is an awardwinning, stateoftheart technology platform that empowers you to maximize the value of your most important corporate assetyour customer data. Infor crm and microsoft office outlook integration.
Infor crm xbar for microsoft outlook means never toggling between applications again. The button that users need to access to install the infor crm saleslogix xbaroutlook integration is located in toolsoptions. During this time there will be intermittent outages, as well as some features may not be accessible. Using infor crm xbar crm productivity inside outlook. Infor crm xbar see all your client info from inside outlook.
This text only contains detailed info on how to uninstall infor crm xbar supposing you decide this is. Outlook email and infor crm integration with xbar youtube. Infor has delivered a transformed version of their customer relationship management solution with the release of infor crm 8. Installing infor crm xbar for microsoft outlook pdf hubspot. Recording an email to history and associating an opportunity changes the contact. The infor crm and outlook integration its crm your way.
Learn more about its pricing details and check what experts think about its features and integrations. Infor xbar for outlook can help your sales staff seamlessly stay on top of their follow ups and customers. Program files on a 32bit machine and delete the infor crm saleslogix folder. This innovated tool means never having to toggle between applications again. Let blytheco help you get the right crm for your needs. Xbar for outlook offers integration with your microsoft outlook, bringing your infor crm solution right to where you spend most of your time, in your inbox. However, if the install file is not in the correct path, this button will not work. This section provides an outline of release and version information regarding infor crm saleslogix version 8. Turn unstructured email threads into defined tasks, opportunities, leads, accounts, tickets, and more. Make sure they are all aware of this great addin from infor crm. Easily view additional crm information about company. Getting started with xbar infor crm inside outlook. It is designed to help customers to maximize the user adoption in the continuous and intensive use of crm. When you access a lead, contact, account, or task in ms outlook, xbar instantly displays in the right side the related crm information.
User pc operating and security settings before installing infor crm xbar for email and calendar integration with ms outlook. Infor cloudsuite customer relationship management crm software provides a view of every customer touch point across an organizations sales, marketing, customer service, and support teams. I call it infor saleslogix islx crm enterprise because infor has a number of crm offerings inforce, epiphany, infor crm business, etc. Xbar limits areacategoryissue to the top records based on areacategoryissueid. Button to install infor crm saleslogix xbaroutlook. If you are looking to sync contacts and appointments between infor crm saleslogix and outlook, the most popular way to do this is with xbar, an outlook addin you can download from infor xbar is compatible with most, but not all, versions of outlook commonly in use today.
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