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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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Richer information when linking Outlook Activity to Infor CRM

One of the newer Microsoft Outlook integration components with Infor CRM is at the activity record. Now a scheduled activity in Outlook can easily link to richer information in your Infor CRM. Infor ...
author Dick Wooden 10 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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A Promise Delivered on Affordable and Integrated CRM

Too many businesses have separated sales, marketing, and service operations.  Silos of information cause lack of productivity with your staff and frustrated customers who are waiting for the right ...
author Dick Wooden 9 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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