Check e-mails and see all your client’s data from your Outlook inbox with Xbar!
Infor has delivered a transformed version of their customer relationship management solution with the release of Infor CRM 8.3. From user experience to mobility, the new and improved Infor CRM allows you the flexibility to work when you want and most importantly, how you want. Xbar is one of those features that will make working with client data so easy, you’ll wonder how you managed with out it!
Save time by using the Infor CRM Xbar.
Xbar is a a module that integrates Microsoft Outlook with Infor CRM. Now, you wont have to keep multiple application windows open and toggle between them. Xbar for Outlook makes it easy to view and create new records from within Outlook. You can also access detailed information like client communications, open opportunities, create tickets and next steps, all without ever having to leave your inbox. Click here to view screen shots.
Other Convenient Features
- Drag and drop email signatures from incoming Outlook emails to quickly create new contacts, leads, tickets, opportunities, tasks and inside Infor CRM.
- Lead, contact, account, and history information from Infor CRM is accessible directly within Outlook so you can draft accurate email communications to the right individuals at the right time.
- Easily convert email information into tasks, opportunities, leads, accounts, social media conversations, and more from within one interface.
What does this mean for you?
No more opening multiple programs for a simple contact look-up. No more multiple steps to getting productive or hindrances to meaningful client conversations. Each activity is designed for your ease and convenience. Learn how you can put these enhanced features to use in your business by downloading our expert’s Infor CRM 8.3 Xbar tips.
You’re Invited!
Come to our Infor CRM 8.3 Open House and get a first hand look at all the new features!
Have questions?
Let Blytheco help you get the right CRM for your needs.
Call today and we’ll set up a consultation!
949.583.9500
The post Infor CRM Xbar – See All Your Client Info from Inside Outlook appeared first on The Blytheco Blog.
