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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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CRM Implementation: Focus on the "how" with 3 strategies

What do you expect from a customer relationship management, or CRM, system? Adopting one is about a lot more than simply organizing prospect and customer details. It’s a considerable shift in how ...
author Dick Wooden 13 Min Read
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Rules for Straight Thinking for Successful Human Relations

Successful Human Relations Principles and Practice in Business, in the Home, and in Government is a book I ran across while browsing older books about relationship development from Dr. William ...
author Dick Wooden 11 Min Read
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Grow Smarter - CRM Integration for Greenhouse Nursery

Using CRM to Extend Existing Key Business Strategy A recent client is well known for their great customer experience in obtaining accurate pricing, product availability and ease of placing ...
author Julie Cooper 6 Min Read
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Rescue trapped knowledge in your CRM

Avoid the Risks of Lost Knowledge  Is there years of information in your CRM that seems hidden? Does it take an person in IT to generate reports? Need to translate those digital 1's and 0's into ...
author Dick Wooden 14 Min Read
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Emotion - Missing link in Customer Loyalty

A foundational leg of CRM in a  for-profit business is the retention of loyal and profitable customers.  But too many times the "Emotion" is left out and there is not a People First CRM focus. How a ...
author Dick Wooden 10 Min Read
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Key warning signs you really don't know your customer!

Now let's be real here and take a bigger perspective of your company's  knowledge of its customers.   We often find that when my firm reviews how a prospective CRM client has been using their CRM ...
author Dick Wooden 13 Min Read
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New User Interfaces lead Infor CRM 8.1 Update 05 Changes

WOW - Quite a bit of User Interface Changes with Infor CRM Web client The Infor CRM 8.1 Update 05 is the first manifestation of the investment Infor has made into the platform and contains a fresh ...
author Dick Wooden 10 Min Read
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