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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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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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Quicker, visualized decisions with CRM Dashboards

What is the value of a quality, informed decision that doesn't take forever? One of the more common CRM requirements that come from our current and prospective clients is how can my CRM and related ...
author Dick Wooden 7 Min Read
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Leap forward with bpm'online latest 7.11 CRM

Trends affecting your business 1. Global data volume  From now until 2020, the amount of information will double every two years. 90% of the world's data has been created in the last 2 years! 2. The ...
author Dick Wooden 8 Min Read
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Driving Smarter Sales Through Al-Powered Sales Processes

What is AI for BPM? At the highest level, AI is an intelligent technology that  leverages historical data and applies what is lear ned to  curr ent contexts to make pr edictions. It combines various ...
author Julie Cooper 10 Min Read
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Success with CRM Consulting, Inc. Partners with bpm' online!

June 2, 2017 Cassopolis,, Michigan – Success with CRM Consulting, Inc. is delighted to announce its partnership with bpm’online, a premium vendor of a process-driven CRM for marketing, sales and ...
author Dick Wooden 6 Min Read
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