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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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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.  ...
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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12  CRM Tips to be More Productive with Associations

Relate people to people and companies to companies in CRM Knowing people and company associations will improve your productivity in the use of CRM and accelerate business relationship development.   ...
author Dick Wooden 14 Min Read
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