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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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7 Keys to Success with CRM - What CRM Can Do

People Come First - What CRM Can Do In the introduction: 7 Keys to Success with CRM - People Always Come First, I mentioned that the three areas of your business affected by effective CRM are sales, ...
author Dick Wooden 12 Min Read
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Required fields in CRM for effective sales enablement

A customer relationship management (CRM) system like bpm’online or Infor CRM provides a single, central repository for critical contact and customer information. It enables quick and easy access to ...
author Dick Wooden 15 Min Read
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Day in Life of top sales representative

Proactive and focused efforts on the right tasks and right relationships Meet Joe Taylor, a top sales representative at Acme Forklifts.  During this demonstration we'll be following him through a day ...
author Dick Wooden 8 Min Read
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Get daily insight into who your emails reach and when

A sales cycle if full of unknowns.  We can clear up a few things for you. One of the helpful and smart features of InboxGuru marketing automation system with Infor CRM is the "Daily Report ...
author Dick Wooden 9 Min Read
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Smarter, action oriented CRM data - the stuff that really counts

Getting More Insights and Positive Experiences from CRM So you have got a CRM system up and running, but not really getting the most out of it. The sales team is reluctantly having to keep it up to ...
author Dick Wooden 7 Min Read
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Street-smart ideas from Harvey Mackay

A couple years ago, Harvey Mackay wrote two columns on street smarts which really resonated with readers including myself.   Drawing on what he has learned over many decades in business, he just ...
author Dick Wooden 8 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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