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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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Segmenting Your List - Profitable Target Marketing

3 Steps to Engage Your Readers with Relevant Content Do not send out that email blast just yet!  Did you have a solid strategy that includes methods to effectively reach your target markets? Are you ...
author Julie Cooper 7 Min Read
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The one thing that will derail your 2014 goals and 3 planning keys

As a strategic business coach for TAB, The Alternative Board, there is a helpful exercise that I use with entrepreneurs for their strategic planning and decision process.  The 3 key steps of this ...
author Dick Wooden 7 Min Read
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The Twelve Golden Principles of Selling Smartly and using CRM

Principles lay the foundation for selling smarter with CRM by your side. A large part of our CRM system design and implementation involves the "Sales" side of our clients' business. So it is safe to ...
author Dick Wooden 22 Min Read
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Working your schedule of activities - Infor Mobile 3.x capabilities

Typically you want to quickly view your schedule of activities for the current week- ideally on your smart phone.  It starts when you log in and see your scheduled activities, known as "My ...
author Dick Wooden 12 Min Read

Bring change to your work life and helpful resources

Considering that people and things need to change to survive and better yet thrive, its also important that implementing a successful CRM system requires the managing of change.  The changes will ...
author Dick Wooden 15 Min Read
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