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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What Santa's CRM System Must Look Like

Santa Claus must have one heck of a CRM system! Ability to personalize -from wish list items to physical locations. Imagine your global business needed a very personalized database to track all the ...
author Dick Wooden 10 Min Read
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What do executives say about CRM’s value?

“Gut level” truth about people Why is CRM, or customer relationship management, valuable to a business owner or someone like a VP of Sales and Marketing?  I’ll give you a hint: People are the key. ...
author Dick Wooden 11 Min Read
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Tangible benefits running your business with Mobile CRM

What are the real advantages your business and staff will realize with mobile computing?  Better Work / Life Balance—Today's successful businesses must balance a comfortable working environment with ...
author Dick Wooden 7 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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12 Tips to be More Productive - Living in Outlook and using Xbar

Previously in this series of 12 Tips to be more Effective using Infor CRM we have delved into: 1. Setting up your default options to work the way you want to work. Do this once to make life easier. ...
author Dick Wooden 12 Min Read
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12 Tips to be more Effective Selling when using Infor CRM

Looking to get more out of your Infor CRM and working smarter? Over the years I have seen what the most productive sales people do when using Infor CRM (formally Saleslogix).  The following series of ...
author Dick Wooden 21 Min Read
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5 Focused Questions and Resources to Finish the Year Strong

Three fourths of the year is gone leaving approximately 90 days left for this year.  Take away the holidays and weekends does not leave a lot of time to finish strong for the year.  But we are in the ...
author Dick Wooden 8 Min Read
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