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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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Xbar Educational Videos for Extending Reach and Value of Infor CRM

Increase the value of your CRM- Improve CRM user adoption - Get even more Productive Improving user adoption and success in a CRM project involves providing various educational resource options. Here ...
author Julie Cooper 8 Min Read
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Is your sales team burning up profit?

The topic "Is your sales team burning up profit?" caught my attention in a recent issue of my TAB, The Alternative Board, newsletter.  Joe Zente from zthree.com wrote the following. "Wise business ...
author Dick Wooden 13 Min Read
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How to reset an Infor CRM user login

Issue:   CRM user gets locked out of Infor CRM web client A typical cause of a user lock out is when a user has entered an invalid password more than once while trying to login.  (This applies to an ...
author Dick Wooden 8 Min Read
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Integrity Checker - don't forget this CRM tool

Integrity is the state of being whole and undivided, a firm adherence to a code. So wouldn't you want a way to validate your CRM database, tables and linked records? Common Issues: Did you import a ...
author Dick Wooden 9 Min Read
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Top 10 Infor CRM Productivity Tips of 2017

Shortcuts and Productivity Tips Working Inside Infor CRM Success with CRM Consulting - Providing you with Ah-ha! moments that make you realize you've got this...  #1 - Increase Sales Productivity ...
author Julie Cooper 15 Min Read
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Getting more from Infor CRM - use of Summary list views

A well-used CRM should provide a list view that shows key summary information about each business account or contact within your customer or prospects. Yes Infor CRM has group lists that can be ...
author Dick Wooden 10 Min Read
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The Powerful Value of CRM Simplification

Making the Complex Simpler Your business needs can be complex, but simplifying with a good customer relationship management (CRM) can help to alleviate the challenges of trying to manage them. The ...
author Dick Wooden 11 Min Read
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