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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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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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12 Tips to be more Effective using Infor CRM - Manage Activities

Productivity Managing Daily Activities Previously in this series of 12 Tips to be more Effective using Infor CRM we have delved into: 1. Setting up your default options to work the way you want to ...
author Dick Wooden 21 Min Read
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12 Tips to be more Effective Using Infor CRM - Filters to Rescue

Filter for only the CRM data you want to view Previously in this series of 12 Tips to be more Effective using Infor CRM we have delved into: 1. Setting up your default options to work the way you ...
author Dick Wooden 21 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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12 Tips to be more Effective Selling when using Infor CRM

Looking to get more out of your Infor CRM and working smarter? Over the years I have seen what the most productive sales people do when using Infor CRM (formally Saleslogix).  The following series of ...
author Dick Wooden 21 Min Read
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Key warning signs you really don't know your customer!

Now let's be real here and take a bigger perspective of your company's  knowledge of its customers.   We often find that when my firm reviews how a prospective CRM client has been using their CRM ...
author Dick Wooden 13 Min Read
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