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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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SalesLogix Mobile CRM: Customized Client Contact on Your Phone

Being able to manage client relationships while in the field can make the difference between a closed deal and a missed opportunity.
author Dick Wooden 8 Min Read
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TaskCentre Web Service Connector Tool Released

Orbis Software recently announced the formal release of the TaskCentre Web Service Connector Tool incorporating the new Data Transformation Component.  This additional tool provides enhanced ...
author Dick Wooden 6 Min Read
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Why Choose When You Don't Have To with Infor CRM

As a business development consultant and implementer of CRM system solutions I am increasingly asked for recommendations on using a Cloud - Internet-based CRM solution or keeping the CRM system in ...
author Dick Wooden 5 Min Read
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Strong and successful CRM systems require customization tools

The need for an adaptable business development platform in your CRM system, one that is matched to your business processes and terminology, is a key reason that clients select Infor CRM ...
author Dick Wooden 9 Min Read

20 Things I Learned About ....Web and cloud computing

We live in an ever evolving world of fast-changing technology and since our business extensively uses and interacts with technology, we often are asked to help our clients with their understanding. 
author Dick Wooden 3 Min Read
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Integrated Business with CRM - Web Services and Social Media

Another area to consider is the integration of Web Services and Social Media with  the customer's record in CRM. Enrich Customer Profiles with Web Services and Social Media: Build richer, more ...
author Dick Wooden 4 Min Read

Why Choose When You Don’t Have To?

SaaS or on-premise CRM? You no longer have to choose. When working with a prospect CRM buyer, we are asked does your solutions allow our business to keep the CRM information in house and on-premise ...
author Dick Wooden 5 Min Read
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