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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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Enhancing Account Associations in Infor CRM Web client

Recently we had a client request to modify their Infor CRM Web client version 8.3.x so that the Account Associations tab showed additional information about the related accounts.  In this case they ...
author Dick Wooden 8 Min Read
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bpm'online tip - create new phone type for import

How to edit the list of social/phone types to add a new "toll-free" phone type Usage Case: Importing migrated data from another system into bpm’online needed to push an account’s and contact’s ...
author Dick Wooden 10 Min Read
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The Powerful Value of CRM Simplification

Making the Complex Simpler Your business needs can be complex, but simplifying with a good customer relationship management (CRM) can help to alleviate the challenges of trying to manage them. The ...
author Dick Wooden 11 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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Understanding the powerful value of the word - UP

There is a two-letter word that perhaps has more meanings than any other two-letter word, and that is 'UP'. It's easy to understand UP, meaning toward the sky or at the top of the list, but when we ...
author Dick Wooden 6 Min Read
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Give an Apple to Your CRM Educator

The definition of an "Educator" is a person who provides instruction or education; a teacher.  From the perspective of a professional educator -this is how we define ourselves to our CRM clients.  A ...
author Dick Wooden 5 Min Read
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Encourage Engagement: Saleslogix Help, Icons and Tool tips cheat sheet

New users to Saleslogix (Infor) CRM can become "Icon blind" to these simple but helpful little images found in the Web client.  But once you have used them to navigate the CRM desktop they become ...
author Dick Wooden 5 Min Read
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