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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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Creatio CRM: Who Needs It?

Not all software solutions are suitable for all organization. We understand that. As Creatio partners, we often get asked how an organization that’s in the market for a new CRM system can know ...
author Dick Wooden 8 Min Read
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CRM Critical Success Factors - Educating users and Reviews

Focus on the NEW! In planning for a well-used CRM system consider the best ways to educate both the new and experienced CRM users.  Get personal and specific- How can it help make life easier? (Our ...
author Dick Wooden 6 Min Read
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CRM Critical Success Factor - User Feedback

Having an optimal CRM system in place — one that addresses your business needs, serves your customers well and pleases your employees — is a high-stakes proposition.  The right solution and partner ...
author Dick Wooden 6 Min Read

Let's Get Real - Why Choose Infor CRM over Salesforce.com

Consider these Key questions when selecting between Infor CRM and Salesforce.com: What is your CRM budget over the next 5 years? Once you add in the additional costs over a real time frame in ...
author Dick Wooden 11 Min Read
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Time is a Thief - Success with CRM is the Cure

Time is the one resource we cannot add to not matter what.  The clock keeps ticking whether we accomplish something or not.  Time steals our accurate collection of thoughts.    We do forget the ...
author Dick Wooden 7 Min Read
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Working your schedule of activities - Infor Mobile 3.x capabilities

Typically you want to quickly view your schedule of activities for the current week- ideally on your smart phone.  It starts when you log in and see your scheduled activities, known as "My ...
author Dick Wooden 12 Min Read
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Big or Small, CRM Grows with Your Business - Part 3

Ed the Entrepreneur continues The Wooden Toy Story, Part 3 In Parts 1 and 2 of the Wooden Toy Story, we saw how Ed the Entrepreneur turned his dream of crafting quality wooden farm toys into a $15 ...
author Dick Wooden 9 Min Read
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