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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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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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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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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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6 Best Practices of the Top Sales Producers

Sustainable Improvement comes with a "Perfect Salesforce" Your company's sales are far too important to leave to today's seemingly hit-or-miss approach to building a salesforce. The perfect sales ...
author Dick Wooden 12 Min Read
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