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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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2 Key Fundamentals of Digital Transformation

Embracing the importance of digital transformation became abruptly important in 2020 and continues well into the future.  To remain competitive and digitally relevant, a digital transformation ...
author Dick Wooden 4 Min Read
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Effective tools to easily audit changes in Creatio

It is important to know when key data is changed Depending our you business model there are times when it is extremely important to know when key data changes in Creatio.  It may be the type of an ...
author Dick Wooden 13 Min Read
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Risky Business: What Keeps You up a Night?

Checklist for Risks to Reduce What’s that little voice in the back of your business mind that whispers, “Danger, Will Robinson!”? We all have one. And it’s there for a reason. We shouldn’t ignore it. ...
author Dick Wooden 6 Min Read
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Checklist: 14 Steps to a Successful CRM Implementation

A customer-centric strategy supported by a CRM (customer relationship management) system has great potential to transform and grow your business – IF it is effectively implemented. Choosing the right ...
author Dick Wooden 10 Min Read
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15 actions to achieve better CRM user engagement and adoption

Long-term success with CRM depends on user engagement It’s inevitable: Things change in the business world, and we’d better be able to keep up. How can you help your team adapt to change when you ...
author Dick Wooden 12 Min Read
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10 Steps for Capturing Collective Intelligence with CRM

Increase Sales Enablement Actions Available using Infor CRM We are often asked for our recommendations for improving the involvement of Sales Professionals, Customer Service and Managers with a ...
author Dick Wooden 18 Min Read
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Top 3 reasons your sales department doesn't sell

The world is accelerating The world is accelerating at a record pace, and this change has become the new norm. To become and remain successful in such a fluid environment, sales organizations have to ...
author Dick Wooden 8 Min Read
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