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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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Required fields in CRM for effective sales enablement

A customer relationship management (CRM) system like bpm’online or Infor CRM provides a single, central repository for critical contact and customer information. It enables quick and easy access to ...
author Dick Wooden 15 Min Read
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Using Account Hierarchy as Parent-Child Relationships

Creating and using Parent-Child Account Relationships in Infor CRM In the animal world every animal has a parent relationship, a sort of hierarchy of Parent->Child from one generation to another.  In ...
author Dick Wooden 6 Min Read
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