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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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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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Creatio 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 Creatio low-code CRM needed to push an account’s and ...
author Dick Wooden 11 Min Read
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A sales pilot to guide informed conversations using Infor CRM

It is important to have sales acceleration tools that work inside Infor CRM to guide the sales conversations, apply consistency so nothing is forgotten and to auto record the notes for historical ...
author Dick Wooden 10 Min Read
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Inbox Guru for Infor CRM - customer feedback - new features

Improvements for Infor CRM using InboxGuru marketing automation   One of the helpful capabilities of Inbox Guru is that the results of campaigns and web page visits becomes part of a contact's record ...
author Dick Wooden 8 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
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Get daily insight into who your emails reach and when

A sales cycle if full of unknowns.  We can clear up a few things for you. One of the helpful and smart features of InboxGuru marketing automation system with Infor CRM is the "Daily Report ...
author Dick Wooden 9 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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