Xbar for Outlook – CRM with email integration

Microsoft Outlook Integration for Infor CRM

CRM with Email Integration

Access a range of information that is stored in Infor CRM, like interaction history, follow-up action items, leads generated from e-marketing campaigns, opportunity management and more. Create new contacts and accounts, edit Infor CRM information, updating details and uploading action items that can be accessed by anyone with access to the CRM solution.

Infor CRM Where You Spend Your Time

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. 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. You can use emails from contacts to turn them into opportunities, leads or accounts, without toggling windows and applications. Just by dragging and dropping emails into the Xbar, the information is automatically converted into CRM compatible data, saving hours of work a week. It enables you to use together the productivity tools you are already using to have a complete vision of engagement activity with contacts. Xbar is also available on mobile, so you can access the functionality on the go.

Easy Access to Information

Access a range of information that is stored in their Infor CRM solution.

CRM in your Inbox

Access interaction history, follow-up action items, leads generated from e-marketing campaigns, opportunity management and more.

Create Contacts and Accounts

Create new contacts and accounts (using the convenient drag and drop functionality).

Edit Infor CRM Information

Edit Infor CRM information, updating details and uploading action items that can be accessed by anyone with access to the CRM solution.

Real-Time

Changes made to a CRM account happen in real time as Xbar is fully integrated with Infor CRM.

Defined Tasks

Consistently turn email threads into defined tasks, opportunities, leads, accounts, tickets and more.

How to Use the Xbar:

> If you need to quickly find information, or check if an account already exists, you can use the global search functionality of Xbar to sort through the entire database for accounts, contacts, and other records.

> Use the drag and drop functionality to quickly create new Infor CRM contacts, accounts, tickets, tasks and opportunities. Simply drag and drop a contact’s email signature into the Xbar to prompt the next steps.

> Under the “What’s New” option in the Xbar’s menu, you can view the conversations with a particular contact, lead, and user.

> Consistently turn email threads into defined tasks, opportunities, leads, accounts, tickets and more. If you are more familiar with Infor CRM or want to access it, simply use the “View in Saleslogix” button to open the profile in the CRM system.

> Use the card view option to see everyone in your CRM database that is associated with a specific account, lead, contact, email thread, or opportunity. Notes and tasks can be created directly from the card view.

> Turn unstructured email threads into defined task, opportunities, leads, accounts, tickets and more, by using the Xbar menu. You can also create tasks for yourself and Xbar will have reminders and alert you to pending work, past due activities, open opportunities, open tickets, duplicates, and more.

Downloads

 

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