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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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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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7 Key Benefits to Your Business with Purposeful CRM

Accelerate Business Transformation - now! Prospective clients often ask about how a contact management system can help them in their startup or small business. Julie and I answer by sharing how a ...
author Dick Wooden 21 Min Read
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Speed up Searching using Welcome Infor Xbar Search

Living in Outlook and being productive with CRM Let's face it a large amount of your time and your associates is still spent in Outlook. Wouldn't it be helpful if you could turn this unstructured ...
author Dick Wooden 16 Min Read
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Troubleshooting Tips and Resources for Infor CRM

Issues you may come across using Infor CRM Part of the art of troubleshooting is understanding what is the issue, how does it appear to the user, how is it recorded possibly in the Windows ...
author Dick Wooden 31 Min Read
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Mistakes to Correct Before Installing Infor 8.3 CRM Xbar

Infor Xbar must do first: Before installing the Infor Xbar connector for Microsoft Outlook: Provide this documentation to the supporting IT firm/person to verify the below items.  Verify that the ...
author Julie Cooper 12 Min Read
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Effective Use of Infor CRM Address Book Inside Outlook

Each Infor CRM user can enhance their use of Microsoft Outlook Address book contacts when linking to the Infor CRM contacts.  This article covers using the Address book, scheduling an appointment and ...
author Dick Wooden 7 Min Read
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What's new with Infor CRM, mobile and Xbar for 2017

The main Infor CRM software product has new updates every two months and here are the latest updates for 2017 as of March with Update 06. Also released where updates to the Infor mobile client and ...
author Dick Wooden 25 Min Read
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