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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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4 Ways to Transform Your Business Processes & Reduce Crazy Busy

In our crazy busy world, it is extremely helpful to take a step back and consider your business processes- the ways you do work.  Now is the time to consider the use of new technology to help ...
author Dick Wooden 9 Min Read
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Hey Wake Up! Your business needs automated alerts, Now...

What is happening in your business right now? Has a new sales opportunity been won or lost from a key prospect?  Is there a growing lag in the resolution of customer service/support issues? Have your ...
author Dick Wooden 8 Min Read
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Automating Website Lead Capture and CRM Contact Record Creation

Website Lead Management By automatically importing inbound leads into your CRM application that have been generated from a website registration form or contact us mechanism, you completely eradicate ...
author Dick Wooden 6 Min Read
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Benefits of Effective CRM - a B2B Client Perspective

Clients state significant business benefits which accrue from effective, integrated CRM We love it when B2B clients come up with great business benefits of effective CRM.  The following was recently ...
author Dick Wooden 4 Min Read
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Is your CRM System Supporting or Suppressing You?

Time for a review of what is working, what is not and how to proceed. We live in a crazy busy world but successful companies step back every so often to gain a fresh perspective of what is occurring ...
author Dick Wooden 9 Min Read
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Stop flip-flopping between Outlook and Infor CRM

Gain complete access to your CRM data directly within your Outlook. Many CRM users still rely heavily on their Microsoft Outlook as their main daily communication tool for prospects, customers and ...
author Dick Wooden 5 Min Read
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CRM gives a business continuity - who owns the data?

Who owns a company's data and related information? The obvious answer would be "the company."  What seems to be obvious, however, is not always accurate.  Let's say that your company's top ...
author Dick Wooden 7 Min Read
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