Change the way technology works with Infor ION

Posted by Dick Wooden

Who would not want to have an much easier way to

  • Drive productivity
  • Eliminate informational silos
  • Improved exception management and
  • Achieve unparalled end-to-end effectiveness ?

It can be done with Infor ION...

Purpose-built middleware. 

If your business is like most, the organizational systems you use have evolved over time, creating a complicated technology landscape. Disconnected systems and information silos result in inefficiencies, costly maintenance requirements, and ultimately—missed opportunities.

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Topics: Integrated Business, Accounting integration, Infor CRM, CRM and ERP Integration, Infor CRM Integration, Infor ION

More Wins and Effectiveness with One Integrated System

Posted by Dick Wooden

Selling could be more Effective

While visiting with a growing small business founder and CEO recently, Robert mentioned that one of the key challenges in the business was to have a more integrated system and not so many parts and pieces that are not talking with each other. There were segmented groups of people (silos) that were not working as a fully functioning team.  Information with one group was not easily shared with another group.  Robert wanted help in designing and creating an "integrated CRM system".  He had read the Aberdeen Group report that "businesses integrating disparate systems enjoy an 88% greater year-over-year increase annual revenue compared to others".

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Topics: Adaptable CRM, Make your business work smarter, Better Decision Making, CRM benefits, QuickBooks Integration, Integrated Business, Accounting integration, CRM Strategy, Outlook Integration, CRM and ERP Integration, Worth of CRM, Infor CRM Xbar, Infor CRM Integration, ACT integration

1 Minute Solutions to Your Most Common Infor CRM Issues

Posted by Julie Cooper

Every day brings us new challenges in our jobs, but we don't need our Infor CRM system to be one of them. We 'Just need it to work'!

I know that's what you are thinking - loudly- in your head. Your in the Infor CRM system every day, updating records, looking up key information about a contact, analyzing and segmenting data, but when that moment comes that stops you from getting this information... Ugh!

These common issues, error messages or incorrect data displaying are a HUGE part of CRM user frustrations. This quickly leads to a high cost for companies over a short amount of time without preventive user awareness.

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Topics: Make your business work smarter, Sales Productivity Improvements, Critical Mistakes with CRM, Infor CRM, Well Used CRM, Infor CRM Education, Infor CRM Specialist, Make CRM Stick

See how mobile CRM can impact your bottom line

Posted by Dick Wooden

Let's face it - it is a mobile world out there and your sales organization needs to deploy a purpose-built CRM on mobile devices that will be well-used OR risk falling behind your competitors in sales productivity and effectiveness. If you have millennials in your sales force it is a business requirement for their full engagement.

Research by Accenture and Nucleus Research about the value of mobile CRM points this out. 76% of Chief Sales Officers think mobile CRM improves over sales team performance.  Research showed 14.6% to 26.4% increase in productivity.

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Topics: Mobile CRM, Make your business work smarter, Sales Productivity Improvements, ROI, Sales Enablement with CRM, Well Used CRM, Infor Mobile, Purpose Build CRM, Infor CRM Specialist

Freedom of Choice Rings True July 4th and in Best of CRM

Posted by Dick Wooden

Freedom of Choice Rings True 

For America, July 4th has a very special place in our history and our culture.  It signifies our desire for freedom and the choices brave souls made over 240 years ago.  Having the "Freedom of Choice" pervades our lives and gives us options that many others across the world would love to have.

Daily my firm will have conversations with clients and prospects about choices they have available. We learn about the challenges they need to address and the advantages of valuable improvement opportunities. We'll share insights about what works for similar businesses scenarios and what has not worked. The 18 requirements of Success with CRM is a helpful checklist along with avoiding the three most expensive mistakes ebook.

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Topics: Make your business work smarter, Growing Your Stronger Business, CRM Strategy, Infor CRM Specialist, Infor CRM Success, Infor CRM Xbar, Make CRM Stick

Clarifying Return on Investment of Your CRM Initiative

Posted by Jose Rosales

CRM ROI  - Return on Investment of $8.71 per dollar invested

Growing_ROI_in_CRM.pngWhat is it worth to you? This is the essential question to ask when trying to understand the return on investment of CRM.

Find about the study that estimated the average ROI to be $8.71 for every dollar spent!

How necessary are customer relationships, referrals and communication between employees to the success of your business?

Choosing a CRM system should be held to the same standards as any other business decision.

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Topics: Compelling Value Creation, Make your business work smarter, CRM benefits, Trusted Advisor, CRM Strategy, ROI, Well Used CRM, Infor CRM Specialist, Worth of CRM

Making your work smarter and easier - workflow basics

Posted by Dick Wooden

Did you know there are tools and in fact complete business process management systems for helping a business and its employees work smarter?  I have stated before that 30% of business success with CRM is the "processes" involved. It is smart to know that you can automate workflow and make your life simpler and much easier.  The business can be running smoother behind the scenes with visual workflow tools.

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Topics: Reimagine the way you work, Simply Smart Working, Make your business work smarter, Web-based productivity tools, Workflow Improvements, TaskCentre, BPM-Business process management, Infor CRM, Business Process Automation

Valuable outline for crafting a successful CRM implementation

Posted by Dick Wooden

The following is a helpful outline for leading a successful CRM initiative. The importance of communications and education themes are highlighted throughout!

It's important to layer in the proven success principles: 60% is on people, 30% is on processes and 10% on technology. Too many times this order is just the opposite. The following is from our friend at Infor: Erik Tavenner, Solutions Consultant.

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Topics: Make your business work smarter, Strategy Improvement, CRM Strategy, ROI, Infor CRM, Well Used CRM, Purpose Build CRM, Infor CRM Specialist, Make CRM Stick

Give Your Sales Staff the Tools They Need

Posted by Dick Wooden

Many of our Sales Managers and VPs of Sales tell us that they struggle to figure out what their sales people are focusing on. It is not easy to predict future revenue when you don’t have a complete understanding of the challenges in each of your sales opportunities.

With a well-designed CRM System, you can support your sales staff, while gaining greater visibility into sales activities, current opportunities, and at-risk opportunities. A good CRM system will:

Speed up your sales cycle

        Provide insight into sales efforts

        Results-based sales tools

        Offer shared access 24 x 7 x 365

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Topics: Tailor made CRM, Mobile CRM, Make your business work smarter, CRM benefits, CRM System Importance, Sales Productivity Improvements, Opportunity management, Sales strategy, Selling Smarter, ACT! Success, Sales Mgmt Improvement, Infor CRM, Well Used CRM, Infor Mobile, Infor CRM Specialist, Make CRM Stick

A Promise Delivered on Affordable and Integrated CRM

Posted by Jose Rosales

Too many businesses have separated sales, marketing, and service operations.  Silos of information cause lack of productivity with your staff and frustrated customers who are waiting for the right answers.

Problems Solved

Often times, many people are frustrated by the lack of integration and automation within the CRM market. Below is a list of major problems that ConvergeHub solves.


  • Most existing CRMs for SMBs do NOT deliver on the original Customer Relationship Manager (CRM) promise–a single affordable and integrated system for Sales, Marketing, HR and Support…to manage your team, build your business and manage all your customer relationships.

  • Many are silo, or desktop apps that don’t help all your team, or require too much expense to integrate.

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Topics: CRM user adoption, Flexible CRM, Make your business work smarter, Web-based productivity tools, Sales Productivity Improvements, Integrated Business, CRM Strategy, ConvergeHub

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