Category Archives: Infor CRM

What is CRM?

What is CRM? and  Why Does it matter? CRM… Get the message! What is CRM?  It stands for Customer Relationship Management and  is an approach to enable effective communication with existing and potential customers. Traditionally… Messages communicated between sender and receiver can often be mis-directed, uncaptured, lost, delayed or mis-interpreted. Resulting in a failure to […]

Preparing for CRM – Requirements (Part 5 of 5)

Preparing for CRM – Requirements Now you know what you want to achieve (and the processes/data required to do so) you’re in a great position to draft your Requirements. Depending on your planned approach to procuring a system and potentially selecting a partner or putting a team together to implement, ensure you share the information […]

Preparing for CRM: Priorities (Part 4 of 5)

Preparing for CRM – Priorities Microsoft Dynamics 365 is one of the most customisable products of its kind on the market. This is both a gift and a curse.  As you run through your processes you’ll find brilliant new ways of working faster and smarter.  Fantastic – but this can start to increase the scope […]

Preparing for CRM: Processes (Part 1 of 5)

Preparing for CRM This series of blog articles will take you through the steps required to prepare for your new CRM system.  They will be published weekly and link from this article, so bookmark this page to easily find the full series.  Part 2 can be found here:  Preparing for CRM:  Data. Pre-Planning your CRM […]

Why is buying CRM like building a house? – Part 1

Buying CRM So it starts with a common conversation: CRM Partner:  “So you are thinking of putting a CRM system in place” Buyer: “Yes we are, how much will it cost?” CRM Partner: “Well, I cannot give you an indication of cost until we understand a little more about your requirements” Buyer:  “Well I thought […]

Are you ready for CRM?

Implementing a CRM solution  often requires an exercise in examining (and challenging) how you currently work, the systems that support that work, and the expectations of your clients or business partners. Are you ready for CRM? How do you get ready for CRM? QGate specialises in implementing Enterprise-class CRM solutions that work and they do […]

Infor CRM 8.4 is now available

What’s new in Infor CRM 8.4 Infor has released version 8.4 of Infor CRM (former Saleslogix). Here’s a summary of what’s new: Marketo integration Linkedin Sales Navigator integration Real time pricing and availability for opportunities Dated exchange rates BOD processing performance improvements Multiregional addresses CRM + CPQ’s enterprise quoting   You can download the full release notes here. […]