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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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Infor CRM Strategies: Your Customer Service Team In An Effective Quality Control System

We are going to dedicate the next 2 parts of this 3 part series to quality control. In this part however, we are going to identify the contributions of your customer service team to a quality control ...
author Dick Wooden 14 Min Read
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Migrate ACT data to Infor CRM (Saleslogix) with Confidence

Outgrown Act and need an effective data migration to a more complete CRM? So you have come to a conclusion that your trusted and true ACT contact management system has done all it can do to help your ...
author Dick Wooden 13 Min Read
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Understanding Value of CRM from a 8 year old's Perspective

Here at Success with CRM Consulting, Julie and I help entrepreneurs and business stakeholders navigate the complex analysis and decision-making process in accelerated business growth by using our ...
author Dick Wooden 11 Min Read
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New User Interfaces lead Infor CRM 8.1 Update 05 Changes

WOW - Quite a bit of User Interface Changes with Infor CRM Web client The Infor CRM 8.1 Update 05 is the first manifestation of the investment Infor has made into the platform and contains a fresh ...
author Dick Wooden 10 Min Read
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When you need more functionality than Act!, Saleslogix steps in!

Act! contact manager evolved with Saleslogix CRM When your business is growing it doesn't need not slow down with Act! contact manager. If your business demands more functionality than SwiftPage ...
author Dick Wooden 8 Min Read
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Outgown your ACT! CRM System? Switch and Save with Saleslogix

Easily Move Up to More CRM System Capabilities As a ACT! user, your business has relied on ACT! to manage the details of your customerrelationships. But as your business grows, you may need to evolve ...
author Dick Wooden 7 Min Read
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Factors to consider when upgrading ACT! to Saleslogix

What should you expect if you decide to upgrade your existing ACT! contact management software to an installation of SalesLogix customer relationship manager? How do you prepare for migrating from ...
author Dick Wooden 9 Min Read
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