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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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Facilitate relationships with partners and customers using Creatio portals

Creatio portals can help you to facilitate long-term relationships with partners, contractors, stakeholders, and customers, and is designed for various use cases and business scenarios.   Did you ...
author Dick Wooden 6 Min Read
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Appreciation- Increase the Value of Your Business

Some businesses have a couple of special customer appreciation days each year. That can be part of a good marketing strategy, but Julie and I advise our entrepreneurial clients to make every day a ...
author Dick Wooden 6 Min Read
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ATTENTION, CRIMESTOPPERS: Stop the Crimes of a Crappy CRM

CRM Crime Prevention Crimes might be happening right under your nose. As a business owner, you have the power to stop or, better yet, prevent them. No need to call 911. These aren’t that sort of ...
author Dick Wooden 9 Min Read
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Required fields in CRM for effective sales enablement

A customer relationship management (CRM) system like bpm’online or Infor CRM provides a single, central repository for critical contact and customer information. It enables quick and easy access to ...
author Dick Wooden 15 Min Read
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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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Alert - It is all about that Remarkable Experience

The Success with Your CRM Experience You may be asking, what is the Infor Success with CRM Experience? It’s actually exactly what it sounds like: an experience. It’s the care, attention, and ...
author Dick Wooden 12 Min Read
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Infor CRM Strategies: Your Customer Service Team In An Effective Quality Control System

We are going to dedicate the next 2 parts of this 3 part series to quality control. In this part however, we are going to identify the contributions of your customer service team to a quality control ...
author Dick Wooden 14 Min Read
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