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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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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

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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10 Guidelines to Develop Your Referable Behavior

It has been said that behavior drives actions and actions drive results.  With competition getting tougher every year it is important to reflect on the basics.  I remember  that the great basketball ...
author Dick Wooden 4 Min Read
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Six Steps to Building Better Relationships with CRM

Relationship development is central to success with CRM. So you are convinced that relationships are essential to the health of your business or organization, but you aren't sure how to strengthen ...
author Dick Wooden 10 Min Read
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