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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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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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How to succeed with the Millennial Generation - 3 keys

In 2015, the number of Millennial employees (those born between 1982 and 2004) will exceed that of Baby Boomers and by 2030, Millenials will represent 75% of the workforce, according to the US Bureau ...
author Dick Wooden 11 Min Read
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Mandatory Mobile: Taking CRM on the Road

In today’s mobile world, many employees need access to their tools and company information anytime, anywhere. Gone are the days of the salesperson sitting at his or her desk making 75 calls a day to ...
author Dick Wooden 7 Min Read
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Updated Outlook Sync and Integration for Saleslogix 8.1, part II

Have it Your Way...Contacts, Activities and Tasks Having it your way for synchronizing contacts and activities between Microsoft Outlook and Saleslogix is important and can be different for each ...
author Dick Wooden 9 Min Read

Summary Comparison - Subscription vs License for your CRM Solution?

Cloud Subscription comparison to Capital Purchase of CRM: The selection of a CRM system is key to the success in the business development areas and for continued improvement of the business in ...
author Dick Wooden 9 Min Read
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Pricing the ACT! and Infor CRM options for your business

Pricing of Subscription or software capital purchase:  A key concern when considering implementing a CRM system relates to arriving at a dollar amount that represents not only the purchase of the ...
author Dick Wooden 14 Min Read
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Effective CRM Closes the Sales Frustration Gap

Start by getting into a Positive Frame of Mind I remember hearing Larry, a business development manager, talk about the transformations he made during a roll out when we were implementing SalesLogix ...
author Dick Wooden 10 Min Read
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