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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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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 browsing older books about relationship development from Dr. William ...
author Dick Wooden 11 Min Read
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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 proper question to ask, for once I know the proper question, I could ...
author Dick Wooden 13 Min Read
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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 your CRM provider. But it’s important to know why this even happens in the ...
author Dick Wooden 8 Min Read
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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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