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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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14 CRM Best Practices - Start NOW!

Which best practice techniques would turbo charge your CRM initiative? Constant evolution of your CRM platform is important, but waiting until New Year's day 2021 is not a recognized best practice.  ...
author Dick Wooden 12 Min Read
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10 Bright Ideas for Greater Business Success with CRM - part one

A CRM system will fail or succeed for several reasons. When it does fail it's often because several requirements were not considered. It takes a customer-centric vision across all departments and ...
author Dick Wooden 11 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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