Start a conversation
Call 269-445-3001

Tips from the Top - Sharing the Entrepreneurial Mindset

Posted by Dick Wooden

As a strategic business coach for TAB, The Alternative Board, and as a TAB member I obtain a monthly newsletter called Tips from the Top.  Each month there are great takeaways and I'd like to shard some recent insights and tips for those of you with an entrepreneurial mindset.  These are from entrepreneurs like yourself....

Read More

Topics: Managing change, GREAT Work, Entrepreneurial Mindset, Simply Smart Working, Make your business work smarter, Business Relationship Development, Predictable success, Insight Knowledge, Strategic Business development, Productive Improvements, Growing Your Stronger Business, Sales Productivity Improvements, Communications Improvement, Integrated Business, strengths revolution, Business Transformation, Getting Things Done, Organizational development, Perspective - Horizons of Focus, Unity of knowlege and action

10 Guidelines to Develop Your Referable Behavior

Posted by Dick Wooden

It has been said that behavior drives actions and actions drive results. 

With competition getting tougher every year it is important to reflect on the basics.  I remember Referable-Behavior-Instructions that the great basketball coach, John Wooden, would educate his players by starting off with the basics.  They first had to learn how to put on their socks and shoes so they did not get blisters...

Read More

Topics: Reimagine the way you work, Customer Experience Improvement, Employee engagement, Referral Development, Simply Smart Working, Customer Communications, Building Relationships, Business Growth Enabler, Business Relationship Development, Growing Your Stronger Business, Customer Service Improvement, Customer-centric, Organizational development, Customer cultivation, Perspective Improvement, Referral Network, Unity of knowlege and action, Managing Commitments

How to succeed with CRM - critical success factor of people

Posted by Dick Wooden

42% in survey state that their problems with CRM were the result of “people” issues

As a reader of this Business Success with CRM blog, you know we have stated many times the importance of people component to the success of a CRM initiative.  CRM is much more than just technology your IT department will implement. Let's face it, organizations whether for-profit or non-profit oriented, are in the "People business". 

Read More

Topics: CRM user adoption, CRM Guide, Employee engagement, Business success with CRM, Foundational CRM, Strategic Business development, Sales force automation, Smart Ideas and Tips, Customer-centric, Organizational development, CRM effectiveness, Empower CRM Success, Long-term success

Bring change to your work life and helpful resources

Posted by Dick Wooden

Considering that people and things need to change to survive and better yet thrive, its also important that implementing a successful CRM system requires the managing of change.  The changes will affect people, processes and technology so gaining a better understanding of managing change is always helpful.

Read More

Topics: Managing change, Success fundamentals, Make your business work smarter, Perspective -Gain Control, Engagement improvement, Business Drivers for CRM, Sales Improvement, Business Transformation, Trusted Advisor, Smart Ideas and Tips, Getting Things Done, Organizational development

Search history: "Googlize" within SalesLogix CRM

Posted by Dick Wooden

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 changed over the last 20 years.

Read More

Topics: Technology Understanding Importance, Productivity Tips, CRM user adoption, Knowledge transfer, Knowledge Capture, Mobile CRM, Saleslogix success, Adaptable CRM, Make your business work smarter, Web-based productivity tools, Insight Knowledge, Perspective -Gain Control, Sales Productivity Improvements, Communications Improvement, Business Transformation, Know your customer, Getting Things Done, Organizational development, CRM effectiveness, Workflow Improvements

17 Ultimate Mad Men Business Success Tips

Posted by Dick Wooden

Knowing how to be more successful in your business life may not come with an Emmy Award winning script to follow, like for the characters in the television show Mad Men. However, it is important to keep some key tips in mind to gain better, and hopefully less dramatic, business success. Business Success with Mad Men

Read More

Topics: Customer Experience Improvement, Mobile CRM, Business Growth Enabler, Business success with CRM, Better decisions, Business Relationship Development, Growing Your Stronger Business, Sales Improvement, Value creation selling, Know your customer, Acquire-Retain-Develop, Power of Understanding, Smart Ideas and Tips, Organizational development

Factors Affect CRM Pricing – Questions we’ll be asking you

Posted by Dick Wooden

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 the executive sponsor and to help your CRM project team get the most from CRM.  Planning with these questions as a starting point will achieve your desired objectives.
  • Stakeholders - Do you have those involved in the use of and management of the information identified along with each of their outcome objectives and expectations?  How will the future be different?
  • Do you have a project manager and champion of this change initiative?
  • What will be the number of expected users, their departments and primary job responsibilities as it relate to CRM?
  • What is the expected “Go-Live” deadline?
  • What are the expected time requirements that your project implementation team is planning to devote to this CRM initiative?
  • What operational processes do you foresee being affected by this upcoming change initiative with CRM?
  • How will your people be held accountable to learn new capabilities of business management software?  Review the CRM user adoption principles.
  • What are your sources of data to be used to start up this CRM system?  What is the quality (number of records) of company accounts, contacts, addresses and sales opportunities?  What is the data quality and expected level of de-duplication that will be needed?
  • What is your current technology foundation:  Number of servers in networks, operating system and versions of servers, desktops, laptops, smart phones and tablets?
  • What are the technical skills of all the users?
    • Heavily involved in using business applications
    • We have no dedicated IT, but have several power users.
    • All know web browsers usage and Microsoft Office productivity tools.
    • Minimum – know how to use browser to use Internet only
    • What other business applications are in use?  What version of Microsoft Office?
  • Are you having web leads come from a web site that needs to be imported regularly or automatically?
  • Do you have lead lists, trade show lists, etc. that need to be imported several times each year?
  • Will you have some internal power users defined as 1st line of CRM system support?


Other Related Articles:

Read More

Topics: CRM Guide, Knowledge Capture, Employee engagement, Lower IT costs, Saleslogix success, Security with CRM, Business Growth Enabler, Make your business work smarter, Web-based productivity tools, Business success with CRM, Better decisions, Predictable success, CRM benefits, Business Drivers for CRM, Business Transformation, Customer-centric, Organizational development, CRM understanding, Sales strategy, CRM Strategy, Buying process, Workflow Improvements, Pricing CRM

Big or Small, CRM Grows with Your Business - Part 3

Posted by Dick Wooden

Ed the Entrepreneur continues The Wooden Toy Story, Part 3

Success with CRM Family business

In Parts 1 and 2 of the Wooden Toy Story, we saw how Ed the Entrepreneur turned his dream of crafting quality wooden farm toys into a $15 million business, with the help of Sage ACT! contact and customer management system.

Read More

Topics: Customer Experience Improvement, Ed the Entrepreneur, Compare SalesLogix and ACT!, Saleslogix success, Appreciating Asset, Flexible CRM, Adaptable CRM, Business Growth Enabler, Make your business work smarter, Web-based productivity tools, Strategic Business development, Sales Productivity Improvements, Integrated Business, Customer Service Improvement, Trusted Advisor, Organizational development, ACT! Success

Big or Small, CRM Grows with Your Business - Part 1

Posted by Dick Wooden

Ed the Entrepreneur and the lifecycle of  business success with CRM.Entrepreneus-business-development

Small to mid-sized businesses often benefit dramatically when they initiate or deepen a CRM philosophy.  It accelerates success. Witness the story of Ed the Entrepreneur. Let’s start at the beginning. . .

Read More

Topics: CRM Guide, Tailor made CRM, Ed the Entrepreneur, What is CRM, Results Gained with CRM, Saleslogix success, Appreciating Asset, Business Relationship Development, Strategic Business development, Growing Your Stronger Business, Trusted Advisor, Adaptability Tips, Core Beliefs for Success, Organizational development, CRM understanding, CRM Strategy, ACT! Success, Unity of knowlege and action

8 Signs You Need SalesLogix CRM Instead of ACT! contact management

Posted by Dick Wooden

Analyzing improvements in your customer and business development systems needs to occur at different points in the growth of your business.  Use the following as sign posts, milestones in a way, to help determine if your ACT! contact and customer management system needs an upgrade to SalesLogix CRM....

SalesLogix or Sage ACT!
Read More

Topics: Customer Experience Improvement, Tailor made CRM, Simply Smart Working, Compare SalesLogix and ACT!, SalesLogix and ACT! comparison, Saleslogix success, Adaptable CRM, Web-based productivity tools, CRM System Importance, Sales Productivity Improvements, Organizational development, CRM effectiveness, Empower CRM Success, ACT! Success

Subscribe to Email Updates

Moving Forward



see all

Office: 269-445-3001 

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

youtube twitterlinkedinfacebookgplus print

© 2014 All Rights Reserved.
Legal Disclaimer