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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 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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12 Tips to be more Effective using Infor CRM - Groups to Rescue

Previously we covered  how to setup the various user defaults  so that your work can be performed consistently and you are more efficient in looking up information using Infor CRM. Today we are ...
author Dick Wooden 20 Min Read
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12 Tips to be more Effective Selling when using Infor CRM

Looking to get more out of your Infor CRM and working smarter? Over the years I have seen what the most productive sales people do when using Infor CRM (formally Saleslogix).  The following series of ...
author Dick Wooden 21 Min Read
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Value Creation- Determining the Worth of Well-Used CRM

Your well-used CRM system has its worth updated every day.   Your CRM purpose-built system operates the way you need it to operate and so it is adding value to your business every day. Having this ...
author Dick Wooden 18 Min Read

Summary Comparison - Subscription vs License for your CRM Solution?

Cloud Subscription comparison to Capital Purchase of CRM: The selection of a CRM system is key to the success in the business development areas and for continued improvement of the business in ...
author Dick Wooden 9 Min Read
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Pricing the ACT! and Infor CRM options for your business

Pricing of Subscription or software capital purchase:  A key concern when considering implementing a CRM system relates to arriving at a dollar amount that represents not only the purchase of the ...
author Dick Wooden 14 Min Read
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Strong and successful CRM systems require customization tools

The need for an adaptable business development platform in your CRM system, one that is matched to your business processes and terminology, is a key reason that clients select Infor CRM ...
author Dick Wooden 9 Min Read
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