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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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CRM Critical Success Factors - Educating users and Reviews

Focus on the NEW! In planning for a well-used CRM system consider the best ways to educate both the new and experienced CRM users.  Get personal and specific- How can it help make life easier? (Our ...
author Dick Wooden 6 Min Read
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CRM Critical Success Factor - User Feedback

Having an optimal CRM system in place — one that addresses your business needs, serves your customers well and pleases your employees — is a high-stakes proposition.  The right solution and partner ...
author Dick Wooden 6 Min Read
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Effective Uses of Xbar to Eliminate CRM User Frustrations

Eliminate Email - CRM integration Frustrations User Frustration #1:Poor Use Screen Real Estate When you have 3-5 applications always running and going in between, screen real estate is limited. Where ...
author Julie Cooper 8 Min Read
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The Right Solution - and Partner - Can Bring It All Together

People:  An Opportunity, Not a Roadblock  Previously we talked about CRM Implementation being a team effort and to think of the people involved as an opportunity and not a roadblock, read more here. ...
author Dick Wooden 8 Min Read
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Shortcuts and Productivity Tips For Sales Reps Using Infor CRM

Unrealized benefits of using existing CRM functionality... After implementing and developing tailored Infor CRM business work flow processes over the years, I know that there are tons of features and ...
author Julie Cooper 8 Min Read
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People: An Opportunity, Not a Roadblock

You hear it all the time: "People are our No. 1 asset." Or, "People are our most important resource." And yet it's amazing how often people get left out of the equation when a company is considering ...
author Dick Wooden 9 Min Read
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Using Infor CRM Xbar- CRM productivity Inside Outlook

CRM productivity in Outlook email with Infor Xbar The current version of Infor CRM Xbar is 1.2.1 that became available this summer.  It includes more productivity enhancements which make it very easy ...
author Dick Wooden 10 Min Read
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