Infor CRM 8.2 vs 8.3 – Know the Differences
You may know the system as Saleslogix or you may know it as Infor CRM.
More recently though, Infor has delivered a transformed version of their solution with the release of version 8.3. The new system features a streamlined interface, as well as the features customers like you have been requesting.
From user experience to mobility, see what an upgrade to Infor CRM 8.3 can do for your organization:
- The need for Speed
This is probably the most appealing of upgrades that came with the 8.3 edition. Infor has engineered the latest edition to maximize upload speed significantly, and increase performance.
- Check e-mails and see client data from your inbox
Save time by using Xbar from within Outlook. This Office feature allows you the ability to view and create new records from within Outlook. What does that mean for you? No more opening multiple programs for a simple contact look-up. Each activity is liked for your convenience. Learn from our experts by downloading their Xbar tips.
- Import with ease
Before the version 8.3 edition, there were limitations to only import either contacts and/or accounts. Now, you have the ability to import opportunities, leads, users, tickets, and products from a spreadsheet.
- Quotes and orders, orders and quotes
With this feature, quotes are officially separate entities from orders. What that means for you and your business, is that with inside this update, you have the ability to add and manage a quotes as well as sales order from an opportunity.
- Don’t be tied to your desk
The new responsive design features high usability and disconnected functionality. In layman’s terms that means that not only is the design sleek to adapt to any device, but you can also be using your account on one device and switch to another without being connected to the internet. See what our experts say about the Mobility.
Save time with a simple review
Save time with the show/hide preview button, you have the ability to now see a pop-up preview of the record without having to drill down into the actual account.
- Delete with one click
Now you’re able to delete multiple accounts at once. Rather than going through your list one-by-one, you’re able to multi-select the accounts, and hit delete.
The Admin Web Portal highlights new enhancements of different things that your company admin will be able to do with your CRM system. Not sure what that could mean for your company? Check out how our admins are using the Admin Enhancements.
All versions of Windows, including Windows 10 are now supported by Infor’s latest CRM version.
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