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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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Give Your Sales Staff the Tools They Need

Many of our Sales Managers and VPs of Sales tell us that they struggle to figure out what their sales people are focusing on. It is not easy to predict future revenue when you don’t have a complete ...
author Dick Wooden 9 Min Read
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Get a CRM that's BIG enough for your business

The most common reason that clients come to us is to have a more capable, well-used CRM system that  works purposely for their business. Basically they have outgrown their current system.  If your ...
author Dick Wooden 10 Min Read
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What is New and Useful in Infor CRM 8.3 and 8.4

Faster and more capable Infor CRM The most current version is 8.4 released in early 2014.  Visit here if you are interested in what 8.4 solves and provides So you want faster performance?  What 8.3 ...
author Dick Wooden 17 Min Read
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The Secret Assassin of the CRM system

Gartner says we spent $18 billion on CRM software in 2012, and $20.4 billion on CRM software in 2013. Its vice president of research, Joanne Correia, says that CRM “will be at the heart of digital ...
author Dick Wooden 6 Min Read
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Why CRM is your most important sales tool

Are you focusing on the right things with the right tool.... "The most expensive thing you can do in sales is spend your time with the wrong prospect", Jeff Blout  from his new book Fanatical ...
author Dick Wooden 11 Min Read
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The 3X Factor - Drive CRM User Adoption

It is critical that during the CRM deployment and training process, you carefully engineer the Ah-Ha moments for your user community. These moments will crystalize the intent and purpose of why the ...
author Dick Wooden 6 Min Read
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Smart Phone and Smart CRM using Creatio Mobile

CRMs are great organizational tools. But what if you need access to your info when on the road? Creatio mobile app provides mobile connectivity for the business professionals on the move.       With ...
author Dick Wooden 5 Min Read
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