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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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Checklist: 14 Steps to a Successful CRM Implementation

A customer-centric strategy supported by a CRM (customer relationship management) system has great potential to transform and grow your business – IF it is effectively implemented. Choosing the right ...
author Dick Wooden 8 Min Read
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CRM needs to support your people, not the other way around

Free eBook: 7 keys to successful implementation Choices abound when you’ve decided you need to invest in CRM, whether for the first time or as an upgrade to support your growth. But here’s the thing: ...
author Dick Wooden 6 Min Read
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How to select the best CRM system for your dynamic future

When a business owner finally realizes that their systems are not robust enough to support their processes and have become a roadblock, they want a fix now, if not yesterday. And they don’t want to ...
author Dick Wooden 7 Min Read
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How to process customer service case in bpm'online

This video and textual tutorial contains step-by-step instructions on how to process cases in bpm'online CRM.  Learn case processing workflow and stages, discover powerful and easy-to-use case ...
author Dick Wooden 20 Min Read
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Infor CRM April 2019 updates for version 8.4.01

Recently Infor released the long awaited updates to Infor version 8.4.0 which came to us in January 2018.  This April 2019 update is considered service patch one and bring over 14 months of needed ...
author Dick Wooden 16 Min Read
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How to Take the Scariness out of That Big Decision

The unknown is scary, isn’t it? What’s hiding in the dark that we can’t see? Will a skeleton jump out and do us in?  Where can I safely step? Fright from the unknown in business lacks the amusement ...
author Dick Wooden 7 Min Read
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Intelligent business process management and CRM update

"Does enterprise software meet business expectations today?" 
author Dick Wooden 10 Min Read
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