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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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Accelerate quote creation with QuoteWerks for ACT or Infor CRM

Need to eliminate duplicate effort in quote updating your CRM, Excel or Word? Now you can integrate quote/order information automatically to the CRM system. Our clients that use the ACT Hosted ...
author Julie Cooper 9 Min Read
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Modern Quote Delivery and Management - QuoteValet

I suspect that each of us at some time in our life have had an experience with a modern valet service. It may have been at a fine restaurant, at a larger hotel or some special event.  The service is ...
author Dick Wooden 10 Min Read
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