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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 - 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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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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Your CRM Guide: Open Up Your Company

Provide customers and partners with self-service support 24 x 7 Certain CRM systems can actually provide direct access to your company through what are often called portal technology. This is a grand ...
author Dick Wooden 6 Min Read
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Next Logical Step as Your Business Grows and Changes-Infor CRM

Congratulations on your current business success so far... Whether you have been using ACT! or another contact management solution, you may require additional capabilities as your business grows.  ...
author Dick Wooden 13 Min Read
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