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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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Encourage Engagement: Saleslogix Help, Icons and Tool tips cheat sheet

New users to Saleslogix (Infor) CRM can become "Icon blind" to these simple but helpful little images found in the Web client.  But once you have used them to navigate the CRM desktop they become ...
author Dick Wooden 5 Min Read
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Question day: How might You have a better business with CRM?

Today March 14th is "Question Day".  It marks the 135 anniversary of the birth  of Albert Einstein, a life-long champion of questioning and curiosity. He stated the importance of asking a good ...
author Dick Wooden 5 Min Read
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Mastering the Art of Managing - Define the problem

Understanding comes from defining the problem or challenge ahead of us: Making your business work smarter is a continual goal. I want to share some insights on the mastering the 'Art' of managing ...
author Dick Wooden 10 Min Read

Tips from the Top - Sharing the Entrepreneurial Mindset

As a strategic business coach for TAB, The Alternative Board, and as a TAB member I obtain a monthly newsletter called Tips from the Top.  Each month there are great takeaways and I'd like to shard ...
author Dick Wooden 9 Min Read

Bring change to your work life and helpful resources

Considering that people and things need to change to survive and better yet thrive, its also important that implementing a successful CRM system requires the managing of change.  The changes will ...
author Dick Wooden 15 Min Read

Summary View with Meaning and Quick Insight from SalesLogix

When a summary view can provide much more... The SalesLogix summary and list views are two ways of looking at your entities: account, contact, opportunity and ticket) records in a list, spread-sheet ...
author Dick Wooden 6 Min Read
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Search history: "Googlize" within SalesLogix CRM

More Effective Searching -what worked when More effective searching is what we all do when we are trying to get work accomplished or someone asks you to find something for them.  Boy, have things ...
author Dick Wooden 12 Min Read
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