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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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Stop Hobbling Along - Really Engage with CRM

The trap: when fear of change is greater than the value of the solution You’ve just made a killer presentation. The prospect gets all hot and lathered up about the solution your offering provides. ...
author Dick Wooden 16 Min Read
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Add powerful Kanban view in your bpm'online CRM

One of our favorite bpm'online capabilities is the Kanban view for any bpm'online section. This add-on provides drag & drop capability to quickly view and update data such as opportunities, projects, ...
author Dick Wooden 4 Min Read
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Make it easier on your team - automate workflow

  What is Workflow Management Software? Workflow management software presents a combination of tools developed for fashioning, monitoring, and analyzing a group of tasks. This software provides an ...
author Dick Wooden 8 Min Read
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Intangible Results Brought to You by Customer Relationship Management

Intangible benefits are the kind measured using "soft" criteria. Management may like hard numbers, but top-level executives appreciate and understand the value of "soft" benefits as well. These ...
author Dick Wooden 13 Min Read
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Key Capabilities Checklist - What is Beneficial in your CRM system?

It’s good for all of us business owners to regularly stop and evaluate what’s working well, what could work better, and what isn’t working at all. Julie and I share this checklist as a tool you can ...
author Dick Wooden 27 Min Read
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Let's Get Real - Migrating from Saleslogix 7.5 Windows to Infor CRM 8.3 Web

Start with an expectation that Changes will occur Working as a business partner for Sage Saleslogix then Swiftpage Saleslogix and then Infor CRM (formally Saleslogix) there is knowledge to be shared ...
author Dick Wooden 20 Min Read
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What is new in bpm'online CRM version 7.10+

There have been significant updates for bpm'online CRM the last few months.  In this article we'll mention the key hightlignts and resources for version 7.10 and the latest release 7.10.1.  Leverage ...
author Dick Wooden 37 Min Read
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