Solutions -> CRM -> Xbar for Microsoft® Outlook®...

Discover the Power of X
The vast majority of us spend the bulk of our day working in Microsoft® Outlook®, which has our contacts, calendar, tasks, as well as email communications in one place. Unfortunately, Outlook can't do everything for us, especially when it comes to managing, tracking, and improving customer relationships. Save time and effort by embedding Infor CloudSuite CRM inside Outlook and synchronize your information into a cohesive solution with one unified calendar, one contact list, and one interface via the new Xbar.

Infor CloudSuite CRM Xbar in Cincinnati, Columbus Ohio

Infor CloudSuite CRM Xbar Ohio

The Xbar places rich CRM functionality directly within the Outlook environment so you can turn your unstructured email information into defined tasks, opportunities, leads, accounts, tickets, and more. You don't need to open Infor CloudSuite CRM, it is already working inside Outlook. The ability to view lead, contact, and account information from Infor CloudSuite CRM within Outlook delivers a more complete picture of your customers and improves communications as well as decision making.

** Review compatibility with Infor CloudSuite CRM

Xbar for Outlook Key Feature & Benefits
Embed Infor CloudSuite CRM inside Microsoft® Outlook® for a cohesive solution.

  1. Turn unstructured email threads into defined tasks, opportunities, leads, accounts, tickets, and more.
  2. View important lead, contact, account, and opportunity information from Infor CloudSuite CRM within Outlook to improve your email communications.
  3. Click on an email, conversation thread, or activity in Outlook and the Xbar will look up and display related CRM data, including phone numbers, email address, webpages, as well any “associations” they may have in the Infor CloudSuite CRM database.
  4. Click the “View in Infor CloudSuite CRM” button to instantly open the lead/contact profile in Infor CloudSuite CRM.
  5. Drag and drop email signatures from Outlook to quickly create new contacts, leads, and tickets in Infor CloudSuite CRM which saves time and effort.
  6. Convenient new icons in the Xbar for Outlook alert you to pending work, past due activities, open opportunities, open tickets, duplicates and more.
  7. A card view option allows users to see everyone in Infor CloudSuite CRM associated with a specific account, contact, lead, email thread, or opportunity while notes and tasks can be created directly from the card view.

Manage Your Daily Tasks with Infor CloudSuite CRM Mobile

Contact Simplesoft for a free demo of Xbar.




 

"Infor CloudSuite CRM has given Gosiger a competitive edge in our industry and strengthened the relationship and credibility we have with our machine builders. It has simplified and streamlined the quoting process and eliminated thousands of unproductive hours from our business."

 

- Pete Haley, Managing Partner
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WHY SIMPLESOFT?
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  • Custom Software Development
  • End-user and System Admin Training
  • System Integration
XBAR DOWNLOADS
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