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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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Get a CRM that's BIG enough for your business

The most common reason that clients come to us is to have a more capable, well-used CRM system that  works purposely for their business. Basically they have outgrown their current system.  If your ...
author Dick Wooden 10 Min Read
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12 Tips to be more Effective using Infor CRM - Groups to Rescue

Previously we covered  how to setup the various user defaults  so that your work can be performed consistently and you are more efficient in looking up information using Infor CRM. Today we are ...
author Dick Wooden 20 Min Read
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CRM Is The Glue - It Ties Information & How We Work Together

We recently met with a client's IT department director, the director of customer service and key sales managers.  As we finished up our next 90 day planning, the IT director turned and stated - "CRM ...
author Dick Wooden 9 Min Read
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Value Creation- Determining the Worth of Well-Used CRM

Your well-used CRM system has its worth updated every day.   Your CRM purpose-built system operates the way you need it to operate and so it is adding value to your business every day. Having this ...
author Dick Wooden 18 Min Read
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Modern Quote Delivery and Management - QuoteValet

I suspect that each of us at some time in our life have had an experience with a modern valet service. It may have been at a fine restaurant, at a larger hotel or some special event.  The service is ...
author Dick Wooden 10 Min Read
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Infor CRM 8.2 - What has Changed?

Updates for Infor CRM version 8.2 to implement Continued Improvement with more power to users Since the Spring 2014 purchase of Saleslogix 8.1 by Infor, there have been 6 updates and now version 8.2 ...
author Dick Wooden 7 Min Read
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Get the Whole Picture with Infor CRM and ERP Integration

In the fable of the blind men and the elephant, several blind men examined different parts of an elephant and came to different conclusions as to what the elephant looked like.  This is applicable to ...
author Dick Wooden 6 Min Read
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