What’s New with Infor CRM – Can you say ALOT!

Infor hosted a customer focused webinar  to summarize their excellent work with Infor CRM in 2016. Kevin Draggoo, Product Manager for Infor CRM, shared new functionality for each of the areas of Infor CRM and explained that 262 customer requests for features were included in this year’s work so far. Customer and partner input is very important to Infor CRM and it shows in the priority placed on feature requests made by customers. Kevin provided detailed information about all the improvements made in Web, Mobile, Xbar, Dashboards, along with Ming.le.

Included in the most recent service pack (04) of Infor CRM is Contour. Infor CRM Contour is a proximity search and mapping tool. This tool will allow sales and service users to maximize their time on the road. They can search an area for surrounding prospects and customers then map the most efficient travel routes.

Infor CRM Contour - Proximity and Mapping Tool

Infor CRM Web includes the new and more robust Entity Manager which allows the administrative user to add fields, filters, and metrics to any entity. It can also be used for bulk updates and imports. More and more functionality is being brought into the Web for the admin users including Ticket ACI control, and password complexity just to mention a few.

Mobile v3.5 was released early in November and it includes Offline capability with the concept of a Briefcase. You commit the items you need while offline to your Briefcase. The current functionality is read only and the next phase will include read/write ability. There are also several UI enhancements. A special note to current customers, Mobile v3.5 requires v8.2 or higher of Infor CRM.

To review the webinar “Everything New in Infor CRM” use this link. To see a demonstration of the most up to date functionality, register here.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland CRM Users Group Events. If you need help upgrading to Infor CRM v8.3.0 or Mobile 3.5.0, let us know! We can assist in a minor capacity or provide all the technical heavy lifting.

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