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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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Show QuickBooks Sales History Inside Infor CRM

Deliver sales history directly into your Infor CRM from the latest QuickBooks accounting information. With the widespread use of Intuit® QuickBooks™ accounting system there are many businesses ...
author Dick Wooden 5 Min Read
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Business Development and CRM Accelerates Success

Business development and CRM work hand-in-hand One of the most exciting and fulfilling parts of our business is in the sharing of the discovery of people and business intersections.  Our clients gain ...
author Dick Wooden 11 Min Read
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Business Intelligence: A Business Relationship Management Takeaway From CRM

Maybe the question has already been asked, but we are going to ask it here. What can Business Relationship Management (BRM) take away from a system like Creatio CRM or  Infor CRM?  Before we get ...
author Dick Wooden 9 Min Read
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Rescue trapped knowledge in your CRM

Avoid the Risks of Lost Knowledge  Is there years of information in your CRM that seems hidden? Does it take an person in IT to generate reports? Need to translate those digital 1's and 0's into ...
author Dick Wooden 14 Min Read
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More Wins and Effectiveness with One Integrated System

Selling could be more Effective While visiting with a growing small business founder and CEO recently, Robert mentioned that one of the key challenges in the business was to have a more integrated ...
author Dick Wooden 12 Min Read
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CRM a business imperative - NOW critical for every successful business

CRM enables you to: Grow your revenue share within your existing customer base Understand the true cross-sell and up-sell opportunity of every one of your customers in order to maximize the ...
author Dick Wooden 11 Min Read
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13 Ways to Boost Sales Results using Purpose Built CRM

Customer relationship management software makes it easier to handle your whole selling process and keeping connected with the best contacts. This goes for any business, whether you have a sales team ...
author Dick Wooden 19 Min Read
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