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Posts Tagged How to CRM Guide

CRM Implementation Guide – Communicating with Stakeholders

If your organisation is looking to implement a new CRM system, and you’ve considered the technical and infrastructure requirements, what else is needed to ensure the project succeeds? We would suggest that this where soft skills and people come in. It’s the processes which, over time, are

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Using Maximizer Toasters to improve your efficiency

How many of you are using Maximizer’s “Toasters” (i.e. the Notification Manager) on a day-to-day basis? This feature first appeared some time ago now, in Maximizer 2017 R2. It’s a really handy feature but it’s fairly well hidden away so unless you know where to look and how to put

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Infor CRM user options – a guide on groups and alerts

In my previous blog I gave an overview of general user options in Infor CRM. This time, we are going to explore the options surrounding Groups and Alerts. Groups Let’s start with Groups. Group settings are generally suitable for most users by default but there are few

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About Collier Pickard

Collier Pickard has been trading since 2004. The core team, however, has been together for more than 20 years – which means we have a great deal of experience as an independent CRM consultancy.

Head Office

Collier Pickard Limited
The Old Calf House
Chevening Road
Sundridge
Kent
TN14 6AB
United Kingdom

t: +44 (0)1959 560410