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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 - What CRM Can Do

People Come First - What CRM Can Do In the introduction: 7 Keys to Success with CRM - People Always Come First, I mentioned that the three areas of your business affected by effective CRM are sales, ...
author Dick Wooden 12 Min Read
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How to Choose CRM Software - Starting Point Guidelines

A CRM systems responsibility in CRM selection Let's start with the core beliefs for the reality about CRM - Customer Relationship Management software.  The software itself is the technical component ...
author Dick Wooden 13 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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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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Shortcuts and Productivity Tips For Sales Reps Using Infor CRM

Unrealized benefits of using existing CRM functionality... After implementing and developing tailored Infor CRM business work flow processes over the years, I know that there are tons of features and ...
author Julie Cooper 8 Min Read
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Modern Quote Delivery and Management - QuoteValet

I suspect that each of us at some time in our life have had an experience with a modern valet service. It may have been at a fine restaurant, at a larger hotel or some special event.  The service is ...
author Dick Wooden 10 Min Read
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