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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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Migrate ACT data to Infor CRM (Saleslogix) with Confidence

Outgrown Act and need an effective data migration to a more complete CRM? So you have come to a conclusion that your trusted and true ACT contact management system has done all it can do to help your ...
author Dick Wooden 13 Min Read
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The 3X Factor - Drive CRM User Adoption

It is critical that during the CRM deployment and training process, you carefully engineer the Ah-Ha moments for your user community. These moments will crystalize the intent and purpose of why the ...
author Dick Wooden 6 Min Read
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CRM Critical Success Factors - Educating users and Reviews

Focus on the NEW! In planning for a well-used CRM system consider the best ways to educate both the new and experienced CRM users.  Get personal and specific- How can it help make life easier? (Our ...
author Dick Wooden 6 Min Read
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CRM Critical Success Factor - User Feedback

Having an optimal CRM system in place — one that addresses your business needs, serves your customers well and pleases your employees — is a high-stakes proposition.  The right solution and partner ...
author Dick Wooden 6 Min Read
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10 Commandments of CRM

As a CRM Solutions Consultant for Infor CRM, every day I strap on my headset and grab my mouse and set forth and answer the question "why should I buy CRM?"  It is always helpful to abide by The 10 ...
author Dick Wooden 5 Min Read
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The Right Solution - and Partner - Can Bring It All Together

People:  An Opportunity, Not a Roadblock  Previously we talked about CRM Implementation being a team effort and to think of the people involved as an opportunity and not a roadblock, read more here. ...
author Dick Wooden 8 Min Read
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Satisfying the Need to Look and Sound Professional with CRM

Looks may be superficial but sometimes they are baked in.  Strong seed genetics create the foundation to generate great looking crops. Likewise a well-used CRM has to have a strong foundation that ...
author Dick Wooden 7 Min Read
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