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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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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 product and for one reason or another (which we talk about here) forgot ...
author Dick Wooden 16 Min Read
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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 in Outlook can easily link to richer information in your Infor CRM. Infor ...
author Dick Wooden 10 Min Read
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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 productivity in the use of CRM and accelerate business relationship development.   ...
author Dick Wooden 14 Min Read
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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 options to work the way you want to work. Do this once to make life easier. ...
author Dick Wooden 12 Min Read
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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 delved into: 1. Setting up your default options to work the way you want to ...
author Dick Wooden 21 Min Read
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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 have delved into: 1. Setting up your default options to work the way you ...
author Dick Wooden 21 Min Read
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12 Tips to be more Effective Selling when using Infor CRM

Looking to get more out of your Infor CRM and working smarter? Over the years I have seen what the most productive sales people do when using Infor CRM (formally Saleslogix).  The following series of ...
author Dick Wooden 21 Min Read
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