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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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Day in Life of top sales representative

Proactive and focused efforts on the right tasks and right relationships Meet Joe Taylor, a top sales representative at Acme Forklifts.  During this demonstration we'll be following him through a day ...
author Dick Wooden 8 Min Read
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Using Account Hierarchy as Parent-Child Relationships

Creating and using Parent-Child Account Relationships in Infor CRM In the animal world every animal has a parent relationship, a sort of hierarchy of Parent->Child from one generation to another.  In ...
author Dick Wooden 6 Min Read
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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
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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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