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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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Top 10 Infor CRM Productivity Tips of 2017

Shortcuts and Productivity Tips Working Inside Infor CRM Success with CRM Consulting - Providing you with Ah-ha! moments that make you realize you've got this...  #1 - Increase Sales Productivity ...
author Julie Cooper 15 Min Read
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Critical Reasons Your Business Needs BPM with CRM

As a business leader, it is becoming increasingly critical that you consider the benefits of combining customer relationship management (CRM) with business process management (BPM). Many companies ...
author Dick Wooden 13 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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Accelerate the Speed to Revenue - Act! Integration with Zapier

Business Apps that increase productivity with Act! Premium Cloud Subscription. Integrated connection between Act! and Zapier popular Apps automate everyday tasks to help you nurture leads, update ...
author Julie Cooper 9 Min Read
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12  CRM Tips to be More Productive with Associations

Relate people to people and companies to companies in CRM Knowing people and company associations will improve your productivity in the use of CRM and accelerate business relationship development.   ...
author Dick Wooden 14 Min Read
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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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12 Tips to be More Productive - Living in Outlook and using Xbar

Previously in this series of 12 Tips to be more Effective using Infor CRM we have delved into: 1. Setting up your default options to work the way you want to work. Do this once to make life easier. ...
author Dick Wooden 12 Min Read
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