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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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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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12 Tips to be more Effective using Infor CRM - Manage Activities

Productivity Managing Daily Activities 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 ...
author Dick Wooden 21 Min Read
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12 Tips to be more Effective Using Infor CRM - Filters to Rescue

Filter for only the CRM data you want to view 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 ...
author Dick Wooden 21 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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Getting started with Xbar - Infor CRM inside Outlook

Getting Started with Xbar-  Help is always available and ready! In Microsoft Outlook, click an email. A Member card for everyone listed on that email appears in the Xbar pane. A Member is anyone in ...
author Dick Wooden 16 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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