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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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What is New and Useful in Infor CRM 8.3 and 8.4

Faster and more capable Infor CRM The most current version is 8.4 released in early 2014.  Visit here if you are interested in what 8.4 solves and provides So you want faster performance?  What 8.3 ...
author Dick Wooden 17 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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Why CRM is your most important sales tool

Are you focusing on the right things with the right tool.... "The most expensive thing you can do in sales is spend your time with the wrong prospect", Jeff Blout  from his new book Fanatical ...
author Dick Wooden 11 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
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Effective Uses of Xbar to Eliminate CRM User Frustrations

Eliminate Email - CRM integration Frustrations User Frustration #1:Poor Use Screen Real Estate When you have 3-5 applications always running and going in between, screen real estate is limited. Where ...
author Julie Cooper 8 Min Read
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Relying on Outlook can cause CRM Underachievement

Microsoft Outlook remains as one of the most heavily used tools in business today. It successfully manages Inbox, Calendar & Contacts for millions each day. So you may ask yourself how can I say, ...
author Dick Wooden 7 Min Read
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