Infor crms xbar and mobile clients use the sdata rest api to connect to infor crm. This innovated tool means never having to toggle between applications again. I call it infor saleslogix islx crm enterprise because infor has a number of crm offerings inforce, epiphany, infor crm business, etc. Turn unstructured email information into defined tasks, opportunities, leads, accounts, social media conversations, and more. When you access a lead, contact, account, or task in ms outlook, xbar instantly displays in the right side the related crm information. Infor crm and outlook integration success with crm. Ensure your version of microsoft outlook is the desktop version of 2010, 20, 2016, or office 365. Infor crm and microsoft office outlook integration. The infor crm and outlook integration its crm your way. There are many fixes in the new release, which we hope will lead to a smoother user experience.
How is licensing for xbar, mobile and sdata different. 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. Outlook sync and the outlook integration features that were previously included with desktop integration. Cloudsuite crm customer relationship management software. Infor crms xbar open video here is hands down the best outlook integration in the industry. This text only contains detailed info on how to uninstall infor crm xbar supposing you decide this is. 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. Support help topics for infor crm xbar for microsoft. Learn more about its pricing details and check what experts think about its features and integrations.
Getting started with xbar infor crm inside outlook. Infor crm inside microsoft outlook for a cohesive solution. Infor crm xbar in outlook collier pickard indepedent crm. Infor crm xbar for microsoft outlook means never toggling between applications again. Purposeful innovation empowering your mobile workforce. Which outlook versions are compatible with xbar and infor. Take a look at using infor crm in outlook with xbar. Infor crm software with industryspecific capabilities, flexible, mobileoptimized can be customized by our expert crm solutions team for better roi.
Program files on a 32bit machine and delete the infor crm saleslogix folder. Users may accept the option to run the downloaded program, or may go to downloads folder and run it from there. User pc operating and security settings before installing infor crm xbar for email and calendar integration with ms outlook. However, if the install file is not in the correct path, this button will not work. Button to install infor crm saleslogix xbaroutlook. Setup outlook integration installing the xbar outlook. As such, the mobile and xbar clients, as well as other sdata clients, will behave in. The ultimate goal of the infor crm xbar for microsoft outlook is making your daily workflow even easier while in outlook. Rich customer profiles and sales productivity tools can help users to identify opportunities to maximize. Let blytheco help you get the right crm for your needs. 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. Recording an email to history and associating an opportunity changes the contact. 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.
You can follow any responses to this entry through the rss 2. 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. Make sure they are all aware of this great addin from infor crm. Infor crm has released update set 03 for infor crmsaleslogix v8. Xbar for infor crm allows you to view and update your crm details directly from within outlook. View important lead, contact, account, and opportunity information from infor crm within outlook to improve your email communications. Turn unstructured email threads into defined tasks, opportunities, leads, accounts, tickets, and more. Installing xbar for infor crm saleslogix and outlook. Check emails and see all your clients data from your outlook inbox with xbar.
Eliminate the frustration from the lack of outlook email integration and crm with infor crms xbar that works inside microsoft outlook. Installing xbar for infor crm saleslogix and outlook customer fx. Easily view additional crm information about company. Infor has delivered a transformed version of their customer relationship management solution with the release of infor crm 8. 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. Its easy, its helpful, and it saves time, infor crms xbar. This section provides an outline of release and version information regarding infor crm saleslogix version 8. Infor crm xbar outlook integration its the way you work. It provides comprehensive capabilities for managing sales, marketing and customer service activities and information across the enterprise. Islx enterprise, although, longintooth, provides the most comprehensive customer relationship management solution on the market outofthebox. When a lead, contact, account, or task is accessed through outlook, saleslogix xbar instantly displays related contact, activity, opportunity information. For a complete outline of hot fixes for this version, see this release notes summary document. Drag and drop email signatures from outlook to quickly create new contacts, leads, tickets and more in infor crm. 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.
Using infor crm xbar crm productivity inside outlook. Xbar will identify any senderrecipient of an email in your inbox that also exists within your crm system. Increase the value of your crm improve crm user adoption get even more productive. Installing infor crm xbar for microsoft outlook pdf hubspot. Infor crm is an awardwinning, stateoftheart technology platform that empowers you to maximize the value of your most important corporate assetyour customer data. For more information, contact collier pickard 01959 560410 or. During this time there will be intermittent outages, as well as some features may not be accessible. With this latest version, field level security rules are now enforced. 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. Xbar for microsoft outlook increases end user satisfaction and adoption of infor crm. Users view and update current information and add new contacts.
Infor crm is the platform of choice for strategic companies seeking to build costeffective, purposebuilt crm solutions for. Infor crms exceptional usability and flexible configuration capabilities enable rich, personalized user experiences, helping ensure adoption and. Xbar for outlook makes it easy to access detailed information such as client communications, open opportunities, tickets and next steps, all without ever having to leave your inbox. It is designed to help customers to maximize the user adoption in the continuous and intensive use of crm. Check out the fixes below and let us know if you have questions. Infor xbar for outlook can help your sales staff seamlessly stay on top of their follow ups and customers. 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. Infor crm reseller of infor crm xbar crm in dayton, ohio. Infor crm offers a flexible customer relationship management crm system for managing relationships, information and crm. Infor crm xbar see all your client info from inside outlook. The button that users need to access to install the infor crm saleslogix xbaroutlook integration is located in toolsoptions. If you need help installing and implementing infor xbar give us a call and we will get you started. Infor crm xbar for working with crm data inside your outlook.
952 631 963 18 2 380 578 3 1067 856 545 864 528 268 888 447 497 772 680 1302 746 1186 1240 214 346 538 1389 287 256 773 576 1316 1020 315 356 248 758 1455 1086 532 351 152