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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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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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Keys to CRM Success - Building a Successful CRM Evaluation

Previously we have discussed How to choose CRM software - starting point guidelines and a road map in getting started in your CRM discovery journey, The following article expands on this topic from ...
author Dick Wooden 12 Min Read
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Tune into WiiFM to Win CRM User Adoption

  The CRM project manager must Tune in to what users want to hear. The old sales joke is - Everyone’s favorite radio station is WiiFM.  Your Internal Customer has to know “What’s In It For Me” – ...
author Dick Wooden 7 Min Read
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Hello from the other side - with and without CRM

Unless you have been living on a deserted island you have probably heard  Adele's most powerful song "Hello", from her third album that was released last November. Besides breaking all kinds of ...
author Dick Wooden 11 Min Read
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Why CRM is your most important sales tool

Are you focusing on the right things with the right tool.... "The most expensive thing you can do in sales is spend your time with the wrong prospect", Jeff Blout  from his new book Fanatical ...
author Dick Wooden 11 Min Read
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The 3X Factor - Drive CRM User Adoption

It is critical that during the CRM deployment and training process, you carefully engineer the Ah-Ha moments for your user community. These moments will crystalize the intent and purpose of why the ...
author Dick Wooden 6 Min Read
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