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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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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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Using Account Hierarchy as Parent-Child Relationships

Creating and using Parent-Child Account Relationships in Infor CRM In the animal world every animal has a parent relationship, a sort of hierarchy of Parent->Child from one generation to another.  In ...
author Dick Wooden 6 Min Read
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3 Important Keys to Choosing the Right CRM

Top 3 things to consider when choosing your CRM solution Source:Infor blog May 2017 We can all agree there are plenty of solutions and vendors to choose from when it comes to CRM as it is a ...
author Dick Wooden 9 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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The Power of Listening and Asking the Right Questions

 “If I had an hour to solve a problem and my life depended on the solution, I would spend the first 55 minutes determining the proper question to ask, for once I know the proper question, I could ...
author Dick Wooden 13 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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Emotion - Missing link in Customer Loyalty

A foundational leg of CRM in a  for-profit business is the retention of loyal and profitable customers.  But too many times the "Emotion" is left out and there is not a People First CRM focus. How a ...
author Dick Wooden 10 Min Read
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