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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Easily view communication timelines in Creatio CRM

So what happened over time with that contact or that account? You need answers quickly.  Who has been talking with your key accounts, when did my team last communicate, and what has been happening ...
author Dick Wooden 7 Min Read
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What do executives say about CRM’s value?

“Gut level” truth about people Why is CRM, or customer relationship management, valuable to a business owner or someone like a VP of Sales and Marketing?  I’ll give you a hint: People are the key. ...
author Dick Wooden 11 Min Read
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The top 9 benefits CRM will bring your business

Leveraging your CRM for business benefits A successful CRM (customer relationship management) system implementation has challenges and rewards. The secret of driving a successful CRM initiative is ...
author Dick Wooden 8 Min Read
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Sales Intelligence - planning for 2018

Infor Sales Intelligence for CRM Make all of your interactions meaningful.... Customer relationships are the foundation of your business.  When you're identifying new leads and staying current with ...
author Dick Wooden 5 Min Read
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Alert - It is all about that Remarkable Experience

The Success with Your CRM Experience You may be asking, what is the Infor Success with CRM Experience? It’s actually exactly what it sounds like: an experience. It’s the care, attention, and ...
author Dick Wooden 12 Min Read
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Value Creation- Determining the Worth of Well-Used CRM

Your well-used CRM system has its worth updated every day.   Your CRM purpose-built system operates the way you need it to operate and so it is adding value to your business every day. Having this ...
author Dick Wooden 18 Min Read

8 Reasons to Be Truely Grateful

An attitude of gratitude every day and especially for Thanksgiving Day... One of my favorites quotes is by Brian Tracy, motivational speaker and author: "Develop an attitude of gratitude, and give ...
author Dick Wooden 3 Min Read
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