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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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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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"Shipping Mindset" - 10 Ways to Beat Internal Resistance

Getting Things Done:  We must never allow our lizard brain's resistance to stop us from "Shipping". These 'Top 10 Ways to Beat Internal Resistance' are inspired by Seth Godin and David Allen. Create ...
author Dick Wooden 5 Min Read
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SalesLogix Mobile - Tip using Context Sensitive Quick Actions Toolbar

Infor CRM (Saleslogix Mobile) 2.0 Tip The SalesLogix 2.0 mobile click has context sensitive quick actions tool bar that is readily available. This is available from the lists of Accounts, Contacts, ...
author Dick Wooden 6 Min Read
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Effective CRM Closes the Sales Frustration Gap

Start by getting into a Positive Frame of Mind I remember hearing Larry, a business development manager, talk about the transformations he made during a roll out when we were implementing SalesLogix ...
author Dick Wooden 10 Min Read

Getting things done faster and engaged with Sage SalesLogix 8

Faster & Smarter Management of Your Calendar A major enhancement of the SalesLogix 8 involves the creating and management of your communications with improvements to the calendar, scheduling and ...
author Dick Wooden 10 Min Read

Reimagine the Way You Work - Using CRM Today

The way your work can become simpler and more valuable There are times when you need to step back from the day to day work in the business and to "work ON the business" as I recommend to fellow ...
author Dick Wooden 7 Min Read

More Listening Results in a Simply Smarter Solution

The Shared Discovery Process The other day Julie and I were visiting a local Sage ACT! small business client that had recently hired a new field sales representative and a new marketing person.  The ...
author Dick Wooden 6 Min Read
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