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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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CRM improves business owner time management and focus

hOk - so you are a small business owner of a $350,000 to $15,000,000 annual revenue business. There never seems to be enough time each day to get what you want to accomplish moved to DONE. A December ...
author Dick Wooden 8 Min Read
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Improve People Engagement by Fixing Failing Business Processes

Process work that helps People Many times we may not be aware of the full potential benefits of identifying and fixing failing business processes. Once failing business processes are identified and ...
author Dick Wooden 12 Min Read
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Effective Uses of Xbar to Eliminate CRM User Frustrations

Eliminate Email - CRM integration Frustrations User Frustration #1:Poor Use Screen Real Estate When you have 3-5 applications always running and going in between, screen real estate is limited. Where ...
author Julie Cooper 8 Min Read
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Using Infor CRM Xbar- CRM productivity Inside Outlook

CRM productivity in Outlook email with Infor Xbar The current version of Infor CRM Xbar is 1.2.1 that became available this summer.  It includes more productivity enhancements which make it very easy ...
author Dick Wooden 10 Min Read
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Delivering the untapped capabilities of your CRM application

Plug In to Untapped Capabilities in People and CRM  The competitive arena is evolving on a second-by-second basis and no company is free from the effect of commercial rivalry. Indeed, as ...
author Dick Wooden 13 Min Read
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Give an Apple to Your CRM Educator

The definition of an "Educator" is a person who provides instruction or education; a teacher.  From the perspective of a professional educator -this is how we define ourselves to our CRM clients.  A ...
author Dick Wooden 5 Min Read
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Get more from Tradeshows with a Well-used CRM

Stop follow up failure after a trade show Follow up failure is a big cost from a Trade show and potentially a lost of future revenue.  Make sure you have a well-used CRM in place and if not, consider ...
author Dick Wooden 7 Min Read
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