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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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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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20 Proven Ways Infor CRM Can Help Improve Your Business

As you search for ways to make a positive long-term impact for the business consider these proven ways CRM  can help improve the way to acquire, keep and grow more profitable customers....   Infor ...
author Dick Wooden 9 Min Read
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How to succeed with the Millennial Generation - 3 keys

In 2015, the number of Millennial employees (those born between 1982 and 2004) will exceed that of Baby Boomers and by 2030, Millenials will represent 75% of the workforce, according to the US Bureau ...
author Dick Wooden 11 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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Automating Sales Quoting: CPQ to the Rescue!

Complex Selling Made More Effective with an integrated Configure, Price and Quote system with Infor CRM Modern day Business to Business selling often includes increasingly complex goods and services ...
author Dick Wooden 5 Min Read
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Mandatory Mobile: Taking CRM on the Road

In today’s mobile world, many employees need access to their tools and company information anytime, anywhere. Gone are the days of the salesperson sitting at his or her desk making 75 calls a day to ...
author Dick Wooden 6 Min Read
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Things to remember when choosing a CRM system

Avoiding the trap of the wrong CRM system  Buying a new tool based solely on features is never a good idea. Even for the most revered, top-rated product, if it doesn’t fit the needs of your ...
author Dick Wooden 16 Min Read
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