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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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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
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Xbar Educational Videos for Extending Reach and Value of Infor CRM

Increase the value of your CRM- Improve CRM user adoption - Get even more Productive Improving user adoption and success in a CRM project involves providing various educational resource options. Here ...
author Julie Cooper 8 Min Read
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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
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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
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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
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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
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Show QuickBooks Sales History Inside Infor CRM

Deliver sales history directly into your Infor CRM from the latest QuickBooks accounting information. With the widespread use of Intuit® QuickBooks™ accounting system there are many businesses ...
author Dick Wooden 5 Min Read
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