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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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14 CRM Best Practices - Start NOW!

Which best practice techniques would turbo charge your CRM initiative? Constant evolution of your CRM platform is important, but waiting until New Year's day 2014 is not a recognized best practice.  ...
author Dick Wooden 12 Min Read
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10 Bright Ideas for Greater Business Success with CRM - part one

A CRM system will fail or succeed for several reasons. When it does fail it's often because several requirements were not considered. It takes a customer-centric vision across all departments and ...
author Dick Wooden 11 Min Read
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Making it all work with CRM - There must be a better way

Sometimes you just know there must be a better way. You know in your gut that your business isn’t working as well as you want it to. Then someone, like Dick or Julie, comes along and recommends what ...
author Dick Wooden 10 Min Read
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18 Requirements for Success with CRM - Part I

Organizations rarely go it alone when they implement a Customer Relationship Management (CRM) strategy and its supporting technology. That's because it can get overwhelming: business strategies, ...
author Dick Wooden 10 Min Read
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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 2019. This is a smart time to look at the future of CRM and what it might ...
author Dick Wooden 7 Min Read
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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 means that CRM must be more than just a sales tool. Read this report on how ...
author Dick Wooden 3 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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