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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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Make the most of your time with ACT! CRM

Top 10 Time Management Tips for Business Owners & Power Users Time is Money. Increase your productivity with these effective strategies from ACT!  Let's face it, sometimes there just aren't enough ...
author Julie Cooper 9 Min Read
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Standout - Business Case for Strengths- Trends for 2015

The performance of the best teams significantly out perform the rest, but why? Merriam-Webster recently announced that the word "culture" was the word of the year for 2014. We’d like to think that an ...
author Dick Wooden 8 Min Read
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Encourage Engagement: Saleslogix Help, Icons and Tool tips cheat sheet

New users to Saleslogix (Infor) CRM can become "Icon blind" to these simple but helpful little images found in the Web client.  But once you have used them to navigate the CRM desktop they become ...
author Dick Wooden 5 Min Read
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Sage 50 (Peachtree) Integration with ACT! It's Another "Double Play"

We are excited to announce the release of Sage50 (Peachtree) Link for Act! - Add-on Product from S50Data. From our favorite integration developers that brought us the QSalesData - QuickBooks link to ...
author Julie Cooper 9 Min Read
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Search history: "Googlize" within SalesLogix CRM

More Effective Searching -what worked when More effective searching is what we all do when we are trying to get work accomplished or someone asks you to find something for them.  Boy, have things ...
author Dick Wooden 12 Min Read
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What can Business Process Management (BPM) with Infor CRM Do for Me?

Business Process Management (BPM) in broad terms is the automation of those employee activities that cost the company valuable time and money. All businesses today are dependent on people extracting, ...
author Dick Wooden 5 Min Read
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"Shipping Mindset" - 10 Ways to Beat Internal Resistance

Getting Things Done:  We must never allow our lizard brain's resistance to stop us from "Shipping". These 'Top 10 Ways to Beat Internal Resistance' are inspired by Seth Godin and David Allen. Create ...
author Dick Wooden 5 Min Read
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