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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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Help so relationships don't go stale and performance suffers

The importance of having a digital memory system easily accessible We help you and your team remember - what you have forgotten or only partially remember- so that relationships don't go stale. There ...
author Dick Wooden 10 Min Read
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Transform Sales with Customer Collaboration: How CRM Helps

Have you noticed it’s getting more competitive out there? Too often competition devolves into trying to win a customer with the lowest price. Generally, what that means is that the customer gets a ...
author Dick Wooden 6 Min Read
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CRM as Memory Booster - Capture Conversations

We set calendar reminders and compile grocery lists for a reason. Without them, we would forget that dentist appointment and the dish soap we’re nearly out of. Have you ever had a conversation with a ...
author Dick Wooden 12 Min Read
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CRM Lead Management - Creatio named leader

The Creatio (formally bpm'online) low-code CRM that we all use and love has recently been named a Leader in the 2019 Gartner’s Magic Quadrant for CRM Lead Management.*   Gartner’s evaluation of 15 ...
author Dick Wooden 5 Min Read
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Best Practices to optimize Sales Process and using Infor CRM

Sales & CRM Performance - Analysis by CSO Insights to apply with Infor CRM Work from the Same successful Sales Playbook..... Create a process that would get everyone in the company wide sales ...
author Dick Wooden 9 Min Read
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Win Sales Faster with Buyer Focused Sales Process

Need a better way to Guide a Sale Have you made a huge investment in CRM but are totally frustrated with low sales rep adoption rates and inaccurate sales forecasting results?  As a sales manager is ...
author Dick Wooden 12 Min Read
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Infor CRM ION-enabled Integration with Infor ERP Goes Live

How can you get 1 + 1 to equal 3? As the famous Greek Philosopher once said "The Whole is Greater than the Sum of its Parts" The recent Aderdeen Group report "Customer-Centric ERP: Integrated Systems ...
author Dick Wooden 6 Min Read
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