<img height="1" width="1" src="https://www.facebook.com/tr?id=241894266379435&amp;ev=PageView &amp;noscript=1">
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.

how to cover

Posts by Tag

See all
  Read Article

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
  Read Article

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
  Read Article

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
  Read Article

Infor CRM Strategies: Your Customer Service Team In An Effective Quality Control System

We are going to dedicate the next 2 parts of this 3 part series to quality control. In this part however, we are going to identify the contributions of your customer service team to a quality control ...
author Dick Wooden 14 Min Read
  Read Article

Why So Many Businesses Are Orphaned from CRM Vendor

As we discussed in "5 Ways to Avoid the Pains of Being Orphaned..." post, there are several ways to avoid being orphaned by your CRM provider. But it’s important to know why this even happens in the ...
author Dick Wooden 8 Min Read
  Read Article

5 Ways to Avoid the Pains of Being Orphaned by Your CRM Vendor

First of all, what does it mean to be orphaned by your CRM vendor?  In short, it means that your CRM vendor sold you on a CRM product and for one reason or another (which we talk about here) forgot ...
author Dick Wooden 17 Min Read
Check all our articles >
letter

Join Our Newsletter!

Join now to receive a monthly digest of our best content and announcments.