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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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7 Keys to Success with CRM - People Always Come First

Customer Relationship Management - Because People Should Always Come First If you’re a business, you have customers. If you have customers, you want to keep them happy – because without them you have ...
author Dick Wooden 11 Min Read
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Key Capabilities Checklist - What is Beneficial in your CRM system?

It’s good for all of us business owners to regularly stop and evaluate what’s working well, what could work better, and what isn’t working at all. Julie and I share this checklist as a tool you can ...
author Dick Wooden 27 Min Read
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ATTENTION, CRIMESTOPPERS: Stop the Crimes of a Crappy CRM

CRM Crime Prevention Crimes might be happening right under your nose. As a business owner, you have the power to stop or, better yet, prevent them. No need to call 911. These aren’t that sort of ...
author Dick Wooden 9 Min Read
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3 Important Keys to Choosing the Right CRM

Top 3 things to consider when choosing your CRM solution Source:Infor blog May 2017 We can all agree there are plenty of solutions and vendors to choose from when it comes to CRM as it is a ...
author Dick Wooden 9 Min Read
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Inbox Guru for Infor CRM - customer feedback - new features

Improvements for Infor CRM using InboxGuru marketing automation   One of the helpful capabilities of Inbox Guru is that the results of campaigns and web page visits becomes part of a contact's record ...
author Dick Wooden 8 Min Read
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Get daily insight into who your emails reach and when

A sales cycle if full of unknowns.  We can clear up a few things for you. One of the helpful and smart features of InboxGuru marketing automation system with Infor CRM is the "Daily Report ...
author Dick Wooden 9 Min Read
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Alert - It is all about that Remarkable Experience

The Success with Your CRM Experience You may be asking, what is the Infor Success with CRM Experience? It’s actually exactly what it sounds like: an experience. It’s the care, attention, and ...
author Dick Wooden 12 Min Read
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