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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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Stop Hobbling Along - Really Engage with CRM

The trap: when fear of change is greater than the value of the solution You’ve just made a killer presentation. The prospect gets all hot and lathered up about the solution your offering provides. ...
author Dick Wooden 16 Min Read
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bpm' online - Adding multiple records from a lookup in the detail section

Creating a detail section from a lookup that allows users to select multiple records, while the lookup window is open, can reduce clicks and frustrations for users. Learn how to add this ...
author Julie Cooper 12 Min Read
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Business Transformation with Success with CRM

Taken from our client stories: How our strategic approach has helped businesses transform  Do you want to make your business the best it can be? We’ve never met a business owner who didn’t.  It’s ...
author Dick Wooden 10 Min Read
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7 Key Benefits to Your Business with CRM

Accelerate Business Transformation - now! Prospective clients often ask about how a contact management system can help them in their startup or small business. Julie and I answer by sharing how a ...
author Dick Wooden 23 Min Read
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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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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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Let's Get Real - Migrating from Saleslogix 7.5 Windows to Infor CRM 8.3 Web

Start with an expectation that Changes will occur Working as a business partner for Sage Saleslogix then Swiftpage Saleslogix and then Infor CRM (formally Saleslogix) there is knowledge to be shared ...
author Dick Wooden 20 Min Read
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