Xbar review full#

Make sure they are all aware of this great add-in from Infor CRM. Infor Xbar for Outlook can help your sales staff seamlessly stay on top of their follow ups and customers.

These 4 actions allow you to schedule, record or view previous histories and activities.

Xbar review full#

If you wanted a look at the full details of an Account/Contact, use this icon to jump directly to Account in the Web or LAN client.If they were on the road a few days they can go back to the sent emails and use the вЂњrecord them to historyвЂќ button.Here is a look at some of the navigation buttons on the Xbar panel: So tracking quotes and customer communications has never been easier.ДЄ sales professional could manage their day from the Xbar panel. You can even chose to include an attachment from your email. This will record the email into CRM and send it to the customer at the same time.

When composing an email they can simple select the вЂњsend to CRMвЂќ button, as shown above. The Xbar add-in keeps your sales team efficient and utilizing Infor CRM. Your sales staff can manage theirГ‚В Accounts and ContactsГ‚В and record notes, schedule activities, create new contacts or leads and review past histories. Xbar is a quick access panel that sits right in your Outlook. The Outlook connector for Infor CRM, Xbar, is a quick and easy way to manage your contacts right from your Outlook.

Your sales team probably spends most of their day working in Outlook managing emails and having to go back and forth between CRM and Outlook to record notes can be time consuming.