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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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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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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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Updated Outlook Sync and Integration for Saleslogix 8.1, part II

Have it Your Way...Contacts, Activities and Tasks Having it your way for synchronizing contacts and activities between Microsoft Outlook and Saleslogix is important and can be different for each ...
author Dick Wooden 9 Min Read
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Management/C-Level Business Benefits with CRM

When I'm communicating with entrepreneurs and executive management, we discuss the business benefits that matter most to them when implementing a Customer Relationship and Management system.  The ...
author Dick Wooden 11 Min Read
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