Business Success with CRM, CRM Consultant & Implementer | Success with CRM Consulting Inc.

While bpm'online has the ability to setup various folders (groups of records) to show columns of information, it cannot show different columns of data for each of the folders. For example, in an ...

Dick Wooden 7 Min Read

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Tailor made CRM Results Gained with CRM

7 Key Benefits for C-level Executives when considering CRM

Business leaders who consider implementing a customer relationships and management system, or CRM, want to know how CRM will benefit their company. They can expect to gain these seven key benefits. ...

Dick Wooden 15 Min Read

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Managing Change and Transitions CRM user adoption

Let's Get Real - Migrating from Saleslogix 7.5 Windows to Infor CRM 8.3 Web

Start with an expectation that Changes will occur Working as a business partner for Sage Saleslogix then Swiftpage Saleslogix and then Infor CRM (formally Saleslogix) there is knowledge to be shared ...

Dick Wooden 20 Min Read

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Reimagine the way you work CRM user adoption

The Powerful Value of CRM Simplification

Making the Complex Simpler Your business needs can be complex, but simplifying with a good customer relationship management (CRM) can help to alleviate the challenges of trying to manage them. The ...

Dick Wooden 11 Min Read

Customer Experience Improvement Entrepreneurial Mindset

Great CRM Partners have Concern for Your Business Success

Choosing the right customer relationship management (CRM) system can be overwhelming and time consuming. Questions must be answered about the needs of your business as well as the CRM features and ...

Dick Wooden 10 Min Read

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Tailor made CRM Adaptable CRM

Equally Different - Infor CRM

"Equally Different" is a term that is helpful to describe the capabilities and benefits of a business solution to attract, keep and develop profitable customers. A long-term business system that is ...

Dick Wooden 15 Min Read

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Tailor made CRM Mobile CRM

Give Your Sales Staff the Tools They Need

Many of our Sales Managers and VPs of Sales tell us that they struggle to figure out what their sales people are focusing on. It is not easy to predict future revenue when you don’t have a complete ...

Dick Wooden 9 Min Read

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How to Successfully Select and Implement a CRM

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Creating the folder views your want in bpm'online CRM

Creating the folder views your want in bpm'online CRM

7 Key Benefits for C-level Executives when considering CRM

Let's Get Real - Migrating from Saleslogix 7.5 Windows to Infor CRM 8.3 Web

The Powerful Value of CRM Simplification

Great CRM Partners have Concern for Your Business Success

Equally Different - Infor CRM

Give Your Sales Staff the Tools They Need

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