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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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Updated Outlook Sync and Integration for Saleslogix 8.1, part I

A big plus in Saleslogix 8.1 are built-in options for Outlook synchronizing of contacts and calendar activities instead of using the former Intellisync. You can choose to synchronize in both ...
author Dick Wooden 9 Min Read
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Factors Affect CRM Pricing – Questions we’ll be asking you

Preparing for a successful implementation of CRM system that brings change requires that many thoughtful questions be considered.  Use the following to help yourself as the "CRM Champion", to help ...
author Dick Wooden 7 Min Read

eMarketing Failures for a Professional Service Business

When a Professional Service is not using professional business eMarketing practices It’s easy for medical specialists to forget that the people they call their ‘patients’ all through their years of ...
author Julie Cooper 7 Min Read

What to Look for in a Mobile Device Management Solution

Consider who owns the data on your sales reps mobile device... Mobility is a hot topic and every day we hear of new productivity improvements that can greatly affect your mobile access to your key ...
author Dick Wooden 8 Min Read
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Next Logical Step as Your Business Grows and Changes-Infor CRM

Congratulations on your current business success so far... Whether you have been using ACT! or another contact management solution, you may require additional capabilities as your business grows.  ...
author Dick Wooden 13 Min Read

Why Choose When You Don't Have To with Sage SalesLogix?

As a business development consultant and implementer of CRM system solutions I am increasingly asked for recommendations on using a Cloud - Internet-based CRM solution or keeping the CRM system in ...
author Dick Wooden 6 Min Read

When Sales People Go Bad - Sage ACT Security Settings

You run a tight ship and you have a careful hiring process, ensuring that only capable, enthusiastic people become a part of your sales team.
author Julie Cooper 5 Min Read
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