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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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When Team Strengths Meet Customer Needs: It’s Magic!

Individualization and customization The Internet has made individualization and customization more possible than ever before. It’s what we expect now, whether we’re business owners, or employees, or ...
author Dick Wooden 6 Min Read
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Why Infor CRM - Saleslogix Mobile?

Why would you want to use your CRM on a mobile device? Because the work on developing relationships and building rapport with prospective and current clients has never really taken place in the ...
author Dick Wooden 7 Min Read
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Why Choose When You Don't Have To with Infor CRM

As a business development consultant and implementer of CRM system solutions I am increasingly asked for recommendations on using a Cloud - Internet-based CRM solution or keeping the CRM system in ...
author Dick Wooden 5 Min Read
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Dial in to Relationships - CRM Professional Service Firms

Joys of Relationship Development and Management One of the joys of our business is working with other business professional service providers.  It may be financial advisers, CPA's, Information ...
author Dick Wooden 7 Min Read
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Strong and successful CRM systems require customization tools

The need for an adaptable business development platform in your CRM system, one that is matched to your business processes and terminology, is a key reason that clients select Infor CRM ...
author Dick Wooden 8 Min Read
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Red Flag - Lack of Flexibility to the Way You Want to Work

Flexible CRM - leads for continued business success Have you ever wanted to make an application work the way you want it to work, or wished multiple applications would work together? Gaining ...
author Dick Wooden 5 Min Read
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Red Flag - Lack of organization - how to solve with adaptable CRM?

Lack of organization causes wasted time and resources When we get a phone call with a new prospect inquiring about contact or customer management one of the first statements we hear is "I want to ...
author Dick Wooden 6 Min Read
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