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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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15 charts that will restore your faith in the American economy

Economy Improves - Faith Increases:  In our CRM consulting business we come across many different industry segments in the small to medium-sized category with 5 to 500 employees. From what we are ...
author Dick Wooden 5 Min Read
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Mobile enhancements arrive with SalesLogix Mobile 2.2

Easier and with more productivity arrives with the newest Infor (Saleslogix) Mobile, version 2.2 New to SalesLogix Mobile in general? New to the version 2.2 Mobile environment? Take 20 minutes in ...
author Dick Wooden 3 Min Read
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Pricing the ACT! and Infor CRM options for your business

Pricing of Subscription or software capital purchase:  A key concern when considering implementing a CRM system relates to arriving at a dollar amount that represents not only the purchase of the ...
author Dick Wooden 14 Min Read

Small Business Owners using ACT! Hosted Services for Cloud Access

The number one question I have been asked from my ACT! clients this year: My small business is growing and I need access to my ACT! data on my mobile devices and access via Web, but I .... have ACT! ...
author Julie Cooper 6 Min Read
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Automating Website Lead Capture and CRM Contact Record Creation

Website Lead Management By automatically importing inbound leads into your CRM application that have been generated from a website registration form or contact us mechanism, you completely eradicate ...
author Dick Wooden 6 Min Read

Summary View with Meaning and Quick Insight from SalesLogix

When a summary view can provide much more... The SalesLogix summary and list views are two ways of looking at your entities: account, contact, opportunity and ticket) records in a list, spread-sheet ...
author Dick Wooden 6 Min Read
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Key Benefits of an Effective CRM System

Key CRM Benefits - varied and measured The systematic use of CRM applications has been well-established to provide many benefits to organizations that want to automate their sales, marketing, and ...
author Dick Wooden 8 Min Read
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