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Modern Quote Delivery and Management - QuoteValet

Posted by Dick Wooden

I suspect that each of us at some time in our life have had an experience with a modern valet service. It may have been at a fine restaurant, at a larger hotel or some special event.  The service is there to make it easier for you, to reduce some stress and to make your experience more special.


Now you can have this similar valet service for creating and managing quotes for your sales reps along with providing personalized access to the quote to your prospects and customers.


QuoteValet is the online quote delivery and acceptance vehicle for QuoteWerks.  QuoteWerks integrates well with Swiftpage Act! and Infor CRM (formally Saleslogix).

QuoteValet is a more robust way to deliver quotes to your customers and prospects.

Rather than attaching the PDF file to the quote and emailing it to your customer (where spam filters strip it out), QuoteValet will create a personalized web page to present the quote to our customer on quotevalet.com. 

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Topics: CRM Automation, Cloud computing, Make your business work smarter, Sales Productivity Improvements, Sales process, Business Drivers for CRM, Opportunity management, Buying process, ACT! Success, Infor CRM, Purpose Build CRM, Quoting

20 Proven Ways Infor CRM Can Help Improve Your Business

Posted by Dick Wooden

As you search for ways to make a positive long-term impact for the business consider these proven ways CRM  can help improve the way to acquire, keep and grow more profitable customers....


  1. Infor CRM excels at organizing information by context. For example, you can associate emails, documents and sales information with 'top' customers and access these when you need them.
  2. Have you ever needed to find information about a customer but you can’t remember all of their details? Infor CRM includes a powerful search and filtering options that will help you find this information faster.

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Topics: Swiftpage e-Marketing, Appreciating Asset, Building Stronger Relationships, Make your business work smarter, Web-based productivity tools, Growing Your Stronger Business, Integrated Business, Acquire-Retain-Develop, CRM for Effectiveness, Sales Enablement with CRM, Infor CRM Education, Info CRM Specialist, Infor CRM Success

Great Questions come from Good Leaders- What's yours?

Posted by Dick Wooden

The following is a helpful article from Harvey Mackay who refers to the famous leadership thought leader, John Maxwell on the importance of good leaders asking the important great questions.  Please consider these as you think, plan and then act on your business, your employees and your offerings for your customers....

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Topics: Leadership Development, Entrepreneurial Mindset, Business Growth Enabler, Predictable success, Engagement improvement, Business Transformation, Strategy Improvement, Core Beliefs for Success, Organizational development

How to succeed with the Millennial Generation - 3 keys

Posted by Dick Wooden

In 2015, the number of Millennial employees (those born between 1982 and 2004) will exceed that of Baby Boomers and by 2030, Millenials will represent 75% of the workforce, according to the US Bureau of Labor Statistics.1

As the most technologically adept generation in history, the impact Millennials will have on the business world is expected to be significant:
  • As employees, Millennials value collaboration, rapid advancement, and innovation.
  • As customers, Millennials value choice, flexibility, and the ability to do business using the technology they prefer.  Many Millennials research products online, share reviews on social media, order online, and interact with customer service through online chat and social media.
  • As suppliers, Millennials prefer partners who can share data streams easily with their own technology, so they can analyze trends and monitor real-time activity. 
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Topics: Managing Change and Transitions, Knowledge transfer, Mobile CRM, Cloud computing, Building Stronger Relationships, Web-based productivity tools, Customer Relationship Development, Know your customer, Acquire-Retain-Develop, CRM for Effectiveness, Success with Relationships, Sales Enablement with CRM, Infor CRM, Well Used CRM

Best Practices to optimize Sales Process and using Infor CRM

Posted by Dick Wooden

Sales & CRM Performance - Analysis by CSO Insights to apply with Infor CRM

Work from the Same successful Sales Playbook.....

Create a process that would get everyone in the company wide sales organization using the same process, aligned to the buyers' processes. 

  • Use just-in-time sales training applications to enforce and reinforce skills and competencies.  Consistent effort is key. 

  • Messaging should come from why your company exits rather than what your company does.  Delivering a consistent and powerful message is key (Don’t send out mixed messages).

  • Engage in Market Place Training.  When all else fails, ask the customer. Commit to actually training your sales force in specific and ongoing ways.  Institute customer advisory boards and learn from listening to your customers. 

  • Use mobile devices during the sales call to help justify the purchase.  Leverage technology during the sales call.

  • Ask about their changing market place demands. Trends they are dealing with and problems they are encountering.

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Topics: Business Visualizations, Mobile CRM, Make your business work smarter, Insight Knowledge, Sales process, Opportunity management, Sales strategy, CPQ:Configure-price-quote, Sales Conversation Improvement, Sales Mgmt Improvement, Sales Enablement with CRM, Infor CRM, Buyers Journey, Infor Mobile

3 Business Growth Challenges Solved with ACT Hosted Subscription

Posted by Julie Cooper

Helping small businesses centralized multiple disconnected databases into one.

Business Growth Challenge #1: Your company has 6 ACT Pro users all with their own database.  There is no companywide shared information about prospects, customers and related conversations.

Each of the ACT Pro users are using a different version of ACT for Windows (ACT 2012, 2013 and 2014) on their local PC's. This company doesn't want to have a large capital purchase of software and IT to support the businesse's new growth needs.

To eliminate the headaches and inefficiencies from the multiple disconnected sources of information, a shared centralized database with 24x7x365 access via Internet Browser or Mobile device, effectively organizes and utilized the information needed for long-term company growth.

When moving to the ACT Hosted Premium subscription, the company could better budget overhead with a subscription-based model. As internet bandwidth increases and networks become more robust, stable and secure, more small businesses are choosing to adopt 'cloud based' CRM solutions.

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Topics: Mobile CRM, eMarketing Effectiveness, Better Decision Making, Central database, ACT! Cloud, ACT 2015, act mobile, ACT Emarketing, act v17, ACT Hosted Subscription

Make Lead Capture Easy and Quick

Posted by Julie Cooper

Gain Valuable Market and Product Insights with CRM Emarketing Integration

Now you can swap those static web site lead capture form for interactive capturing of data directly into your CRM system. Capturing more leads and gaining valuable information qickly are benefits of the eMarketing integration with a contact management or CRM system. eMarketing is 

effective in a lead generation strategy when valuable content is provided. For example, your web site would have a call to action that allows the reader to download a white paper that relates to the benefits of your offering.

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Topics: CRM Automation, Saleslogix success, Marketing Content Improvement, Make your business work smarter, eMarketing Effectiveness, Marketing Effectiveness, Better Decision Making, Growing Your Stronger Business, Acquire-Retain-Develop, Lead Conversion, ACT! Tips and Tricks, ACT Emarketing, Infor CRM Success

Infor CRM 8.2 - What has Changed?

Posted by Dick Wooden

Continued Improvement with more power to users

Since the Spring 2014 purchase of Saleslogix 8.1 by Infor, there have been 6 updates and now version 8.2 is soon to be released which focuses around the improvement of a Purpose Built CRM Application.  "Beauty at work" is not just a saying, but is coming to life with the continual improvements of Infor CRM.  

Additionally there are improvements that lower the Total Cost of Ownership and increase the value of the out-of-box Infor CRM solution. More easily create a CRM environment that you can control and configure without having to pay a ton of money on customizations.

Summary of what has changed in Infor CRM 8.2:

  • Enriched User Interface and behaviors with adjusted text boxes, grids, navigation menu and personalization options.
  • New import tools for contacts and accounts using CSV, Outlook, and other delimited file formats with configurable field mapping.
  • New filters and new metrics via Web Admin roles.
  • Developments with Group Manager allowing you to share groups and group ownership, delete groups, and reassign groups.


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Topics: CRM Guide to Success, Business Drivers for CRM, Infor CRM, Infor CRM Updates, Purpose Build CRM, Infor CRM Specialist

Hidden Costs by Sending Mass Emails from Outlook

Posted by Julie Cooper

Outlook is NOT Effective Marketing

Sending out your company's newsletter, product announcement or event information to 20+ people through your Outlook system can have BIG consequences.

Sending ‘bulk email’ or ‘mass email’ [SPAM] can ruin your organization’s ability to communicate via email. Overall, it could lead to closure of your email account and even your website to be shut down.

This is why companies use third-party email providers even if they have an Exchange Server.

Avoid the Ironfisted 'Blacklist'

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Topics: Technology Understanding Importance, Swiftpage e-Marketing, Marketing plan, Nurture Marketing, eMarketing Effectiveness, Marketing Effectiveness, Better Decision Making, Acquire-Retain-Develop, Infor CRM, ACT 2015, Salesfusion

Get the Whole Picture with Infor CRM and ERP Integration

Posted by Dick Wooden

In the fable of the blind men and the elephant, several blind men examined different parts of an elephant and came to different conclusions as to what the elephant looked like.  This is applicable to all sorts of situations including your customer base. If you ask a salesperson who your best customer is, would you get the same answer from your support team? What about your operations staff? If you don’t have the whole picture of your customer, you’re less likely to help them make the best decisions which could reflect negatively on your customer relations.

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Topics: Customer Experience Improvement, Make your business work smarter, Business Drivers for CRM, Infor CRM, Well Used CRM, Infor CRM Updates, Purpose Build CRM, CRM and ERP Integration



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