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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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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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Best Practices to optimize Sales Process and using Infor CRM

Sales & CRM Performance - Analysis by CSO Insights to apply with Infor CRM Work from the Same successful Sales Playbook..... Create a process that would get everyone in the company wide sales ...
author Dick Wooden 9 Min Read
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6 Best Practices of the Top Sales Producers

Sustainable Improvement comes with a "Perfect Salesforce" Your company's sales are far too important to leave to today's seemingly hit-or-miss approach to building a salesforce. The perfect sales ...
author Dick Wooden 12 Min Read
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12 Questions to Evaluate Understanding Your Customer

Do you understand your customer? Many organizations speak about understanding customers and their needs, but few truly understand what customers value most.  While it is nearing a year end and ...
author Dick Wooden 9 Min Read
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Friday Fun ACT Tips - No more spreadsheets and duplicate entry!

Question: 
author Julie Cooper 5 Min Read
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