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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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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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14 CRM Best Practices for 2014 - 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 11 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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18 Requirements for Success with CRM - Part II

To Obtain Greater Business Success with CRM - Consider: For Part I - 18 Requirements for Success with CRM 10. Communicate, Communicate, Communicate Keep people informed of the goals, objectives, and ...
author Dick Wooden 9 Min Read
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