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2019 EDITION

How to Successfully Select and Implement a CRM

Learn how to navigate your options and find a CRM that fits your business goals.

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Julie Cooper

Julie Cooper

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Why You Need to Rethink CRM?

To Save Time in Your Sales Process It would be nice if you could make a single sale and have the revenue sustain your company forever. But in order to grow your organization, a steady stream of ...
author Julie Cooper 14 Min Read
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Grow Smarter - CRM Integration for Greenhouse Nursery

Using CRM to Extend Existing Key Business Strategy A recent client is well known for their great customer experience in obtaining accurate pricing, product availability and ease of placing ...
author Julie Cooper 6 Min Read
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Effective Uses of Xbar to Eliminate CRM User Frustrations

Eliminate Email - CRM integration Frustrations User Frustration #1:Poor Use Screen Real Estate When you have 3-5 applications always running and going in between, screen real estate is limited. Where ...
author Julie Cooper 8 Min Read
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Shortcuts and Productivity Tips For Sales Reps Using Infor CRM

Unrealized benefits of using existing CRM functionality... After implementing and developing tailored Infor CRM business work flow processes over the years, I know that there are tons of features and ...
author Julie Cooper 8 Min Read
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3 Business Growth Challenges Solved with ACT Hosted Subscription

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 ...
author Julie Cooper 12 Min Read
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Make Lead Capture Easy and Quick

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 ...
author Julie Cooper 5 Min Read
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Hidden Costs by Sending Mass Emails from Outlook

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 ...
author Julie Cooper 8 Min Read
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