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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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The Twelve Golden Principles of Selling Smartly and using CRM

Principles lay the foundation for selling smarter with CRM by your side. A large part of our CRM system design and implementation involves the "Sales" side of our clients' business. So it is safe to ...
author Dick Wooden 22 Min Read
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Working your schedule of activities - Infor Mobile 3.x capabilities

Typically you want to quickly view your schedule of activities for the current week- ideally on your smart phone.  It starts when you log in and see your scheduled activities, known as "My ...
author Dick Wooden 12 Min Read

7 Critical Factors for Successful Sales Conversations- recommendation

We have some highly recommended web sites and authors that have been important to our business decisions and business philosophy.  Charles Green, author of the Trusted Advisor, recently emailed us ...
author Dick Wooden 16 Min Read
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Benefits of Automating Your Sales Force with Infor CRM

Your CRM system must benefit the sales force - from reps to sales management. Consider the following benefits when considering the use of CRM in your business:
author Dick Wooden 11 Min Read

Sales development with CRM is too important to not do it well

History has taught us all that, "it is the more adaptable of the species that survives". For your business to continue it must grow or be left behind.  Likewise this applies to your professional and ...
author Dick Wooden 6 Min Read

Customers Want Consistency. Each and Every Time.

Transforming the Customer Experience Consider for a moment why you as a buyer of products and services return to a business time after time. Did the business provide consistency and seem to 'know ...
author Dick Wooden 8 Min Read

Making it all work with CRM - There must be a better way

Sometimes you just know there must be a better way. You know in your gut that your business isn’t working as well as you want it to. Then someone, like Dick or Julie, comes along and recommends what ...
author Dick Wooden 10 Min Read
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