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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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Mandatory Mobile: Taking CRM on the Road

In today’s mobile world, many employees need access to their tools and company information anytime, anywhere. Gone are the days of the salesperson sitting at his or her desk making 75 calls a day to ...
author Dick Wooden 7 Min Read
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Things to remember when choosing a CRM system

Avoiding the trap of the wrong CRM system  Buying a new tool based solely on features is never a good  idea. Even for the most revered, top-rated product, if it doesn’t fit the needs of your ...
author Dick Wooden 16 Min Read
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Evolution Infor CRM - web and mobile updates Dec then January 2015

It must be Christmas time as Infor CRM (formally Saleslogix) has been rolling out helpful updates and this month several affect the web client and the popular mobile user experience. Fresh looks at ...
author Dick Wooden 9 Min Read
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Updated Outlook Sync and Integration for Saleslogix 8.1, part II

Have it Your Way...Contacts, Activities and Tasks Having it your way for synchronizing contacts and activities between Microsoft Outlook and Saleslogix is important and can be different for each ...
author Dick Wooden 9 Min Read
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Updated Outlook Sync and Integration for Saleslogix 8.1, part I

A big plus in Saleslogix 8.1 are built-in options for Outlook synchronizing of contacts and calendar activities instead of using the former Intellisync. You can choose to synchronize in both ...
author Dick Wooden 9 Min Read
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Working your schedule of activities - Infor Mobile 3.x capabilities

Typically you want to quickly view your schedule of activities for the current week- ideally on your smart phone.  It starts when you log in and see your scheduled activities, known as "My ...
author Dick Wooden 12 Min Read
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Business. Anywhere. Anytime. Mobility for Full Engagement

A Better Business Life: At the recent Sage Summit partner and customer conference, a day in the life video was shown emphasizing the mobility of business available today, anywhere and anytime. Enjoy ...
author Dick Wooden 1 Min Read
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