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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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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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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
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Mistakes to Correct Before Installing Infor 8.3 CRM Xbar

Infor Xbar must do first: Before installing the Infor Xbar connector for Microsoft Outlook: Provide this documentation to the supporting IT firm/person to verify the below items.  Verify that the ...
author Julie Cooper 12 Min Read
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Business Development and CRM Accelerates Success

Business development and CRM work hand-in-hand One of the most exciting and fulfilling parts of our business is in the sharing of the discovery of people and business intersections.  Our clients gain ...
author Dick Wooden 11 Min Read
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Inbox Guru for Infor CRM helpful new updates

In late June InboxGuru released a group of helpful and cool features.  Check these out and how you can get more done, less noise and extend your reach with InboxGuru marketing automation for Infor ...
author Dick Wooden 6 Min Read
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