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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  CRM Tips to be More Productive with Associations

Relate people to people and companies to companies in CRM Knowing people and company associations will improve your productivity in the use of CRM and accelerate business relationship development.   ...
author Dick Wooden 14 Min Read
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12 Tips to be More Productive - Living in Outlook and using Xbar

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 want to work. Do this once to make life easier. ...
author Dick Wooden 12 Min Read
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Improve People Engagement by Fixing Failing Business Processes

Process work that helps People Many times we may not be aware of the full potential benefits of identifying and fixing failing business processes. Once failing business processes are identified and ...
author Dick Wooden 12 Min Read
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12 Tips to be more Effective using Infor CRM - Manage Activities

Productivity Managing Daily Activities 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 want to ...
author Dick Wooden 21 Min Read
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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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