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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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bpm'online 7.12 release- What's new and valuable

The team at bpm’online is constantly working to deliver advanced capabilities to automate your sales, service, and marketing processes. Here are the new features included in bpm’online version ...
author Dick Wooden 31 Min Read
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How to boost sales team productivity and engagement

Alert - CRM can boost sales team productivity & engagement To consistently hit sales targets and ensure productivity, sales executives need tools to help them effectively engage customers and close ...
author Dick Wooden 12 Min Read
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Easy enrich your prospect and customer information

How to enrich the account data from the open Internet sources One of the helpful options in bpm'online CRM system is the one-click ability to enrich a company account information and alerting when ...
author Dick Wooden 6 Min Read
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Is your sales team burning up profit?

The topic "Is your sales team burning up profit?" caught my attention in a recent issue of my TAB, The Alternative Board, newsletter.  Joe Zente from zthree.com wrote the following. "Wise business ...
author Dick Wooden 13 Min Read
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Show QuickBooks Sales History Inside Infor CRM

Deliver sales history directly into your Infor CRM from the latest QuickBooks accounting information. With the widespread use of Intuit® QuickBooks™ accounting system there are many businesses ...
author Dick Wooden 5 Min Read
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Integrity Checker - don't forget this CRM tool

Integrity is the state of being whole and undivided, a firm adherence to a code. So wouldn't you want a way to validate your CRM database, tables and linked records? Common Issues: Did you import a ...
author Dick Wooden 9 Min Read
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bpm'online tip - create new phone type for import

How to edit the list of social/phone types to add a new "toll-free" phone type Usage Case: Importing migrated data from another system into bpm’online needed to push an account’s and contact’s ...
author Dick Wooden 10 Min Read
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