<img height="1" width="1" src="https://www.facebook.com/tr?id=241894266379435&amp;ev=PageView &amp;noscript=1">
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.

how to cover

Posts by Tag

See all
  Read Article

Manufacturing sales rep - from opportunity to quote to sales order

Using the Infor Customer Experience - Sales Suite Integrated CRM (Customer relationship management) + CLM (contract life cycle management) + CPQ (configure, price & quoting) Take a look at how a ...
author Dick Wooden 8 Min Read
  Read Article

Sales Intelligence - planning for 2018

Infor Sales Intelligence for CRM Make all of your interactions meaningful.... Customer relationships are the foundation of your business.  When you're identifying new leads and staying current with ...
author Dick Wooden 5 Min Read
  Read Article

Quicker, visualized decisions with CRM Dashboards

What is the value of a quality, informed decision that doesn't take forever? One of the more common CRM requirements that come from our current and prospective clients is how can my CRM and related ...
author Dick Wooden 7 Min Read
  Read Article

Is your sales team burning up profit?

The topic "Is your sales team burning up profit?" caught my attention in a recent issue of my TAB, The Alternative Board, newsletter.  Joe Zente from zthree.com wrote the following. "Wise business ...
author Dick Wooden 13 Min Read
  Read Article

How to reset an Infor CRM user login

Issue:   CRM user gets locked out of Infor CRM web client A typical cause of a user lock out is when a user has entered an invalid password more than once while trying to login.  (This applies to an ...
author Dick Wooden 8 Min Read
  Read Article

Analytics for ROI in winning marketing campaigns

Better analytics tools to enable ROI Marketers are increasingly calling for better analytics tools to enable their ROI analysis and reporting. In the March 2016 eMarketers’ study, marketers ranked ...
author Dick Wooden 5 Min Read
  Read Article

Integrity Checker - don't forget this CRM tool

Integrity is the state of being whole and undivided, a firm adherence to a code. So wouldn't you want a way to validate your CRM database, tables and linked records? Common Issues: Did you import a ...
author Dick Wooden 9 Min Read
Check all our articles >
letter

Join Our Newsletter!

Join now to receive a monthly digest of our best content and announcments.