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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 Key Considerations for Your Mobile CRM Solution

What do you need to consider when adopting a mobile CRM solution?  It’s important to recognize upfront that mobile CRM is more than just another CRM technology client.  The mobile environment itself ...
author Dick Wooden 10 Min Read
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Create a CRM as Unique as Your Business

Every business owner and executive believe they’ve created a unique business.  And they’re right. What makes your business special is what differentiates it in your marketplace. It’s at the heart of ...
author Dick Wooden 5 Min Read
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Creating the folder views your want in Creatio CRM

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 ...
author Dick Wooden 7 Min Read
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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. ...
author Dick Wooden 15 Min Read
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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 ...
author Dick Wooden 20 Min Read
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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 ...
author Dick Wooden 11 Min Read

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 ...
author Dick Wooden 10 Min Read
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