About Success with CRM Consulting Inc.


"We help privately held and family-owned businesses tailor, implement and support growth-oriented CRM systems that enable their business to more consistently attract, keep and develop ideal-type, profitable customers"


Successfully implementing a well-used, purpose-built Customer Relationship Management (CRM) software-

Can Be One Of The Most Important Decisions A Growing Company Can Make.

So we help you navigate the complex analysis and decision-making process in business development growth by using our expertise and life experiences with our successful clients and key strategic partner resources.

My consulting and CRM implementing firm helps clients achieve sustained sales and customer service success by growing revenue from their existing customers and cost effectively identifying and winning new 'ideal' customers.

Our personalized approach will explain how your business can properly select, implement and support your Infor CRM or Act! contact management system to receive a high return on your investment.




We collaborate to help our clients place business growth strategies and an integrated CRM system in place to reduce the risks of:

NOT Acquiring enough ideal customers,

NOT Retaining loyal and profitable customers, and

NOT Growing existing customers into more important and valuable assets for your business.

Success with CRM Consulting implements fully adaptable and customizable CRM systems that capture knowledge easily, returns new insights, and allows for better decisions to be made quicker. 

We collaborate directly with our clients to focus on getting, growing and keeping profitable clients for small and medium sized managed professional service firms and process-oriented manufacturers.

Our professional service clients see rapid growth through our easy to implement systematic approach to stay ‘top of mind’ with their clients to effectively nurture business relationships.  Too many precious moments are lost trying to lookup key information on important contacts that can provide quick insights into past conversations and commitments. 

As a business owner and relationship building professional, the perspectives that can be gained on up to date knowledge about the clients business can transform a business for consistent long term success.

What Clients Say About Working with Us and Value Delivered

"Dick brings passion to his engagements, is easy to work with and is inventive with ideas as well as being willing to put the work in to get deliverables within required time table." - Kurt Kruggel, Kruggel Lawton & Company 

"Dick and his associate Julie have performed above and beyond all of my expectations and have made what seemed like a daunting task, go very smoothly" -Skip Brown, Freedom Builders Missions

More Testimonials

Business Mission and Philosophy 

Cloud-CRM-SuccessOur mission is to help business people build engaging, long-term relationships and enjoy the benefits of a successful business life.  We help business owners and entrepreneurs experience a more rewarding business and life by creating strategies to grow their business and take their business to the next level. 


Our business philosophy focuses on the importance of having adaptable strategies and systems in place along with the tools to be dynamic in today's knowledge-worker, social-communications, ever-changing world.  We work best with small to medium businesses in a collaborative and cooperative environment.  


Who we serve:

Our clients primarily represent the Professional Services such as Information Technology, CPA/Accounting profession, Financial Services, Community relations and consulting firms. They effectively engage in the use of technology to enable increases in productivity through web-based and mobile devices to find, update and share information about their business contacts. Marketing costs are reduced by effectively marketing the right value of their offering at the right time to ideal prospects and current clients who are most interested. Clients feel they are cared for, their lives are better as is their business after experiencing our valued solutions.

We prefer to engage with a Good Business that has

a Vision for more Greatness and a Culture of Positive Action

Then the Magic Will Happen



By equipping your professionals with the tools to actively engage prospects and clients, firms that partner with Success with CRM work and sound smarter, and more caring. Their focus on identified, key characteristics of ideal customers drives profitable growth for the long-term. The frustration of multiple data sources for this client knowledge is eliminated and new insights are gained by having a holistic view of your clients.

Existing Client Industries we support with Act! and Infor CRM (Saleslogix):

  • Professional services in Information technology, accounting, CPA's, payroll services, financial services, real estate, community development, and marketing firms.
  • Paint and Chemical manufacturers and their dealer networks in Automotive, Military, Aero-Space, Marine & Commercial Industries.
  • Providers of Waste-derived alternate fuel and systems.
  • Fabricator and distributor of steel products
  • Discrete manufacturer of electric motors
  • Distributor of water filtration systems.
  • Payroll processing and payroll services firms,
  • Commercial printing companies
  • Non-profit agencies and community organizations.

View examples of tailor-made, customizations we have implemented for clients, here.


describe the imageWhile we'd like to meet you face to face, Internet technology, and social networks allows us to help clients from Philadelphia to Portland. Success with CRM Consulting, Inc. typically serves clients within 150 miles of Michiana (Michigan/Indiana) area or those who are comfortable in the use of Internet Technology for remote communications support. They may have a current network system but are also actively considering “Cloud” service and software-as-a-service solutions.

Michigan: Kalamazoo, Battle Creek, Grand Rapids, Ann Arbor, Detroit, Pontiac, Flint, Farmington Hills, Novi, Traverse City, etc.

Indiana: South Bend, Mishawaka, Elkhart, Fort Wayne, Michigan City, Chesterton, Plymouth, Kokomo, Indianapolis, Goshen, Carmel, as where you live..... 

Let's get Acquainted:

Visit our Contact page and learn more about Dick Wooden and Julie Cooper

Success is a Continuous Journey

Success with CRM Consulting, Inc. was founded on the belief that success in life and in business is a continuous journey and a large part is the identification and building of strong long-term relationships among people.  So having a successful well-used CRM system that is purpose-built is a strategic and tactical component that we help provide to clients.  Enjoy the following...

Our business success philosophy can be expressed in this TED video- Success is a continuous journey by Richard St. John:

Ways to get started

People First CRM
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In the News

South Bend Tribune article"New terms, model stays the same"

Technology Used

Our Recommended Solutions that we help to design, implement and support:

Infor CRM Channel Partner  




Office: 269-445-3001 

Headquartered in Southwest Michigan, we serve clients across the US and Canada.


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