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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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How Customer Service Reps Use CRM to Provide Better Service

Value in the Company's Customer Service Team Generally when the topic of CRM software comes up, people immediately think about how salespeople use the system, but rarely how Customer Service ...
author Dick Wooden 10 Min Read
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Infor CRM Strategies: To Help Your Customer Service Team to Manage Customer Complaints

This is part 1 of a 3 part series where we will talk about Infor CRM strategies that empower your Customer Service Team to both manage and improve core elements of your customer relationship. In this ...
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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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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Infor CRM ION-enabled Integration with Infor ERP Goes Live

How can you get 1 + 1 to equal 3? As the famous Greek Philosopher once said "The Whole is Greater than the Sum of its Parts" The recent Aderdeen Group report "Customer-Centric ERP: Integrated Systems ...
author Dick Wooden 6 Min Read

CRM - for knowledge capture, distribution and improvement from

Every successful CRM system revolves around the management of knowledge. It starts with identification of the primary prospective and current customer business accounts and the contacts with various ...
author Dick Wooden 5 Min Read
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What I want, need, and must have in my CRM system...

Many times when asking a potential prospect questions about their business, we get into lots of "Can it do this or become that, I want this, it must do this, and I need it to provide this...."
author Dick Wooden 13 Min Read
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