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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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7 Keys to Success with CRM - People Always Come First

Customer Relationship Management - Because People Should Always Come First If you’re a business, you have customers. If you have customers, you want to keep them happy – because without them you have ...
author Dick Wooden 11 Min Read
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Intangible Results Brought to You by Customer Relationship Management

Intangible benefits are the kind measured using "soft" criteria. Management may like hard numbers, but top-level executives appreciate and understand the value of "soft" benefits as well. These ...
author Dick Wooden 13 Min Read
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Business Development Success with CRM Strategy and Tools

It is about acquiring, retaining and developing profitable clients and strategic business partners.   Becoming smart about effectively using a CRM system as the foundation for business development  - ...
author Dick Wooden 9 Min Read
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Business Transformation with Success with CRM

Taken from our client stories: How our strategic approach has helped businesses transform  Do you want to make your business the best it can be? We’ve never met a business owner who didn’t.  It’s ...
author Dick Wooden 10 Min Read
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10 Steps for Capturing Collective Intelligence with CRM

Increase Sales Enablement Actions Available using Infor CRM We are often asked for our recommendations for improving the involvement of Sales Professionals, Customer Service and Managers with a ...
author Dick Wooden 18 Min Read
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7 Key Benefits to Your Business with CRM

Accelerate Business Transformation - now! Prospective clients often ask about how a contact management system can help them in their startup or small business. Julie and I answer by sharing how a ...
author Dick Wooden 23 Min Read

Infor CRM Xbar - Frequently Asked Questions

Q: Is a Named or Concurrent license best for Xbar? A: A Named license is preferred as it will always be available for the Xbar user. A Concurrent license may work depending on your organizational ...
author Julie Cooper 9 Min Read
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