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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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From Prospect to Customer in Thirty Seconds

What the Mind Concieves the Mind Achieves - The following in from C.J. Hayden is the author of Get Clients Now!™ Thousands of ...
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Sales Key Performance Indicators in CRM: Beyond the Short Term Sale

An interesting post from Radio Ink Magazine has us thinking about sales key performance indicators. In his post, writer, Matt ...
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8 Reasons to Be Truely Grateful

An attitude of gratitude every day and especially for Thanksgiving Day... One of my favorites quotes is by Brian Tracy, ...
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Mastering the Art of Managing - Define the problem

Understanding comes from defining the problem or challenge ahead of us: Making your business work smarter is a continual ...
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Sales development with CRM is too important to not do it well

History has taught us all that, "it is the more adaptable of the species that survives". For your business to continue it must ...
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