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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 to update a group of records in bpm'online CRM

At times in your CRM database you may find data that you wish to update and there is just too many records to process manually.  So bpm'online business process usage can come to the rescue and ...
author Dick Wooden 7 Min Read
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ATTENTION, CRIMESTOPPERS: Stop the Crimes of a Crappy CRM

CRM Crime Prevention Crimes might be happening right under your nose. As a business owner, you have the power to stop or, better yet, prevent them. No need to call 911. These aren’t that sort of ...
author Dick Wooden 9 Min Read
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Are you afraid to rip off the Band-Aid?

The following is a guest post from our friends at Blue Star IT Services & Solutions in Goshen, IN.  We thought this provides fresh ideas on making a change for a better performing and secure network. ...
author Dick Wooden 6 Min Read
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Integrity Checker - don't forget this CRM tool

Integrity is the state of being whole and undivided, a firm adherence to a code. So wouldn't you want a way to validate your CRM database, tables and linked records? Common Issues: Did you import a ...
author Dick Wooden 9 Min Read
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Migrate ACT data to Infor CRM (Saleslogix) with Confidence

Outgrown Act and need an effective data migration to a more complete CRM? So you have come to a conclusion that your trusted and true ACT contact management system has done all it can do to help your ...
author Dick Wooden 13 Min Read
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The Secret Assassin of the CRM system

Gartner says we spent $18 billion on CRM software in 2012, and $20.4 billion on CRM software in 2013. Its vice president of research, Joanne Correia, says that CRM “will be at the heart of digital ...
author Dick Wooden 6 Min Read
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The Only Way to Save Your CRM from Failure

The Customer Relationship Management (CRM) system is now a central focus of many businesses. The CRM system is responsible for holding contact details, communications, social media profile data and ...
author Dick Wooden 12 Min Read
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