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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 improves business owner time management and focus

hOk - so you are a small business owner of a $350,000 to $15,000,000 annual revenue business. There never seems to be enough time each day to get what you want to accomplish moved to DONE. A December ...
author Dick Wooden 8 Min Read
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12 Tips to be More Productive - Living in Outlook and using Xbar

Previously in this series of 12 Tips to be more Effective using Infor CRM we have delved into: 1. Setting up your default options to work the way you want to work. Do this once to make life easier. ...
author Dick Wooden 12 Min Read
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12 Tips to be more Effective using Infor CRM - Manage Activities

Productivity Managing Daily Activities Previously in this series of 12 Tips to be more Effective using Infor CRM we have delved into: 1. Setting up your default options to work the way you want to ...
author Dick Wooden 21 Min Read
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12 Tips to be more Effective Using Infor CRM - Filters to Rescue

Filter for only the CRM data you want to view Previously in this series of 12 Tips to be more Effective using Infor CRM we have delved into: 1. Setting up your default options to work the way you ...
author Dick Wooden 21 Min Read
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12 Tips to be more Effective Selling when using Infor CRM

Looking to get more out of your Infor CRM and working smarter? Over the years I have seen what the most productive sales people do when using Infor CRM (formally Saleslogix).  The following series of ...
author Dick Wooden 21 Min Read
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Why CRM is your most important sales tool

Are you focusing on the right things with the right tool.... "The most expensive thing you can do in sales is spend your time with the wrong prospect", Jeff Blout  from his new book Fanatical ...
author Dick Wooden 11 Min Read
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The 3X Factor - Drive CRM User Adoption

It is critical that during the CRM deployment and training process, you carefully engineer the Ah-Ha moments for your user community. These moments will crystalize the intent and purpose of why the ...
author Dick Wooden 6 Min Read
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