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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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What is new in bpm'online CRM version 7.10+

There have been significant updates for bpm'online CRM the last few months.  In this article we'll mention the key hightlignts and resources for version 7.10 and the latest release 7.10.1.  Leverage ...
author Dick Wooden 37 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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Critical Reasons Your Business Needs BPM with CRM

As a business leader, it is becoming increasingly critical that you consider the benefits of combining customer relationship management (CRM) with business process management (BPM). Many companies ...
author Dick Wooden 12 Min Read
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HubSpot CRM to Infor CRM- Out-of-the-Box capabilities compared

What comes ready to use  There is no shortage of customer relationship management (CRM) software available out there. A CRM’s out-of-the-box capabilities are often where you can begin to draw ...
author Dick Wooden 16 Min Read
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Comparing Infor CRM to HubSpot CRM + Sales Pro

Some say it’s not good to compare. But in the case of figuring out the best way to maximize your company’s sales productivity and business growth, a comparison is a must. In this post, we’re going to ...
author Dick Wooden 26 Min Read
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Productive and Fun Task management comes to HubSpot CRM

HubSpot CRM and Sales Productivity platform HubSpot launched a CRM back in 2014.  The goal: Provide an easy way for sales teams to track and organize its interactions, and to manage its pipeline -- ...
author Dick Wooden 17 Min Read
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Inbox Guru for Infor CRM - customer feedback - new features

Improvements for Infor CRM using InboxGuru marketing automation   One of the helpful capabilities of Inbox Guru is that the results of campaigns and web page visits becomes part of a contact's record ...
author Dick Wooden 8 Min Read
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