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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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Have it your way- group lists configuration new in 03 Saleslogix 8.1 update

Saleslogix provides some helpful enhancements with the release of update 03 for Saleslogix version 8.1  Multiple columns can be returned in the Group List pane of a Detail view: When a group of ...
author Dick Wooden 7 Min Read
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Encourage Engagement: Saleslogix Help, Icons and Tool tips cheat sheet

New users to Saleslogix (Infor) CRM can become "Icon blind" to these simple but helpful little images found in the Web client.  But once you have used them to navigate the CRM desktop they become ...
author Dick Wooden 5 Min Read
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Guess less. Grow more. Sales nirvana...

Guess less - grow more profitably There ought to be a better ways to connect with customers and prospects about what they are most interested in so you don't have to guess as much and you can grow ...
author Dick Wooden 7 Min Read
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What if your CRM could move into your Outlook

We find that many businesses new to CRM have a long-lasting, productive relationship with their organizations' use of Microsoft Outlook.  That is their currently used main productivity application ...
author Dick Wooden 4 Min Read
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Increase Productivity with Your Saleslogix CRM Inside Your Outlook

Swiftpage Advances Strategy for “Your CRM Inside” with Debut of new Saleslogix Xbar for Microsoft® Outlook® Saleslogix Xbar™ fits seamlessly within Microsoft® Outlook®, making toggling between ...
author Dick Wooden 9 Min Read
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Getting it done Now with Saleslogix Mobile

How to be productive NOW - building relationships while getting work done. So you have a few minutes to take a peek at your smart phone. Maybe you are waiting for an appointment, maybe between phone ...
author Dick Wooden 6 Min Read
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Powering Up Your Sales Team with Tablets

Tablets are taking over the world- Engagement increases. We see them used by all different ages of people, among multiple industries and across departments. Tablets are helping to reinvent the sales ...
author Dick Wooden 9 Min Read
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