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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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Enhancing Account Associations in Infor CRM Web client

Recently we had a client request to modify their Infor CRM Web client version 8.3.x so that the Account Associations tab showed additional information about the related accounts.  In this case they ...
author Dick Wooden 8 Min Read
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Required fields in CRM for effective sales enablement

A customer relationship management (CRM) system like bpm’online or Infor CRM provides a single, central repository for critical contact and customer information. It enables quick and easy access to ...
author Dick Wooden 15 Min Read
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Using Account Hierarchy as Parent-Child Relationships

Creating and using Parent-Child Account Relationships in Infor CRM In the animal world every animal has a parent relationship, a sort of hierarchy of Parent->Child from one generation to another.  In ...
author Dick Wooden 6 Min Read
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