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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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7 Keys to Success with CRM - Pulling it all Together with CRM

In this 7 Keys to Success with CRM series we started with the extreme importance of People First strategy and focus.  Next the focus moved to Processes and finally to the software and technology ...
author Dick Wooden 6 Min Read
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7 Keys to Success with CRM - Select CRM that Suits Your People

Select the software program that supports your processes and suits your people The dirty little secret of business software is that there’s not a lot of difference between all the programs out there. ...
author Dick Wooden 7 Min Read
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Search history: "Googlize" within SalesLogix CRM

More Effective Searching -what worked when More effective searching is what we all do when we are trying to get work accomplished or someone asks you to find something for them.  Boy, have things ...
author Dick Wooden 12 Min Read
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Factors Affect CRM Pricing – Questions we’ll be asking you

Preparing for a successful implementation of CRM system that brings change requires that many thoughtful questions be considered.  Use the following to help yourself as the "CRM Champion", to help ...
author Dick Wooden 7 Min Read
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SalesLogix Mobile - Tip using Context Sensitive Quick Actions Toolbar

Infor CRM (Saleslogix Mobile) 2.0 Tip The SalesLogix 2.0 mobile click has context sensitive quick actions tool bar that is readily available. This is available from the lists of Accounts, Contacts, ...
author Dick Wooden 6 Min Read

Getting things done faster and engaged with Sage SalesLogix 8

Faster & Smarter Management of Your Calendar A major enhancement of the SalesLogix 8 involves the creating and management of your communications with improvements to the calendar, scheduling and ...
author Dick Wooden 10 Min Read
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Is your CRM System Supporting or Suppressing You?

Time for a review of what is working, what is not and how to proceed. We live in a crazy busy world but successful companies step back every so often to gain a fresh perspective of what is occurring ...
author Dick Wooden 9 Min Read
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