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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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7 Keys to Success with CRM - What CRM Can Do

People Come First - What CRM Can Do In the introduction: 7 Keys to Success with CRM - People Always Come First, I mentioned that the three areas of your business affected by effective CRM are sales, ...
author Dick Wooden 12 Min Read
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Make better informed decisions, quicker with bpm'online analytics

You have invested time, money, and other resources in building helpful information in your bpm'online CRM system. Great! Are you using the built in analytics to make better informed decisions, ...
author Dick Wooden 5 Min Read
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Key Capabilities Checklist - What is Beneficial in your CRM system?

It’s good for all of us business owners to regularly stop and evaluate what’s working well, what could work better, and what isn’t working at all. Julie and I share this checklist as a tool you can ...
author Dick Wooden 27 Min Read
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What Job Do You Need to Get Done?

Define the Job and right Solution to Accomplish When you really get down to getting smart work done it helps to clarify - what is the job that needs to get done. Additionally, we need to consider the ...
author Dick Wooden 9 Min Read
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Quicker, visualized decisions with CRM Dashboards

What is the value of a quality, informed decision that doesn't take forever? One of the more common CRM requirements that come from our current and prospective clients is how can my CRM and related ...
author Dick Wooden 7 Min Read
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New User Interfaces lead Infor CRM 8.1 Update 05 Changes

WOW - Quite a bit of User Interface Changes with Infor CRM Web client The Infor CRM 8.1 Update 05 is the first manifestation of the investment Infor has made into the platform and contains a fresh ...
author Dick Wooden 10 Min Read
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Stop Wasting Your Company's Time - Effective Sales Enablement CRM

Time is Money so look to an effective CRM system to save time Searching How much time is taken in any organization in what can be called “search”? It might be time spent in locating a relevant ...
author Dick Wooden 9 Min Read
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