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The Future of CRM

What is the Future of CRM? As 2018 winds down, many business owners like you are evaluating the past year and planning for ...
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Taking your CRM beyond the sales team

Access to CRM data for everyone. The pressure to provide a rich and compelling customer experience continues to grow, which ...
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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 ...
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Rules for Straight Thinking for Successful Human Relations

Successful Human Relations Principles and Practice in Business, in the Home, and in Government is a book I ran across while ...
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The Power of Listening and Asking the Right Questions

 “If I had an hour to solve a problem and my life depended on the solution, I would spend the first 55 minutes determining the ...
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Why So Many Businesses Are Orphaned from CRM Vendor

As we discussed in "5 Ways to Avoid the Pains of Being Orphaned..." post, there are several ways to avoid being orphaned by ...
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5 Ways to Avoid the Pains of Being Orphaned by Your CRM Vendor

First of all, what does it mean to be orphaned by your CRM vendor?  In short, it means that your CRM vendor sold you on a CRM ...
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Richer information when linking Outlook Activity to Infor CRM

One of the newer Microsoft Outlook integration components with Infor CRM is at the activity record. Now a scheduled activity ...
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12  CRM Tips to be More Productive with Associations

Relate people to people and companies to companies in CRM Knowing people and company associations will improve your ...
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12 Tips to be More Productive - Living in Outlook and using Xbar

Previously in this series of 12 Tips to be more Effective using Infor CRM we have delved into: 1. Setting up your default ...
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12 Tips to be more Effective using Infor CRM - Manage Activities

Productivity Managing Daily Activities Previously in this series of 12 Tips to be more Effective using Infor CRM we have ...
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12 Tips to be more Effective Using Infor CRM - Filters to Rescue

Filter for only the CRM data you want to view Previously in this series of 12 Tips to be more Effective using Infor CRM we ...
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