Download CRM Success and Business Resources

Provided for Our Friends and Clients

Articles/Publications:

Click on the image to request the digital document.

368c5536-0283-432e-a60e-ca8750761b82-1.png

 

7 Keys to Success with CRM- A successful CRM Implementation is not a destination, it's a journey.  In this ebook you'll learn:

  • What CRM can do for you
  • How and where to get the right partnership help
  • The things you need to know before choosing a CRM tool
  • How to tailor the process solution to your needs
  • How to tie everyhing together

 

 


People_-_An_Opportunity_Not_a_Roadblock-Thumb.png


How to Choose the right CRM system People:  An  Opportunity - Not a RoadblockTechnology should serve the needs of people, not the other way around. In this ebook you'll learn:

  • Find the Right 'Pilots' or early adopters who can train other users
  • Promote adoption of the new CRM system
  • Implement your new system as a team effort

 

 


Make-CRM-Stick-Success-With-CRM.png

Make CRM Stick - How to Success Where Others Fail

In this ebook you'll learn:

  • Success where others fail with CRM
  • Create a solid implementation plan
  • Choose a highly flexible solution
  • Choose a CRM system that's easy to personalize
  • Use email to your advantage
  • Select a system with social media capabilities
  • Go live with CRM - and not look back.

Get an actionable report from 14 key question survey by clicking <Get Executive CRM Decision tool> below:

Executive CRM Decision Tool


Executive_-_CRM_Decision_Ebook_-_CA.jpgExecutive Decision eBook

Gain Insights and answers to questions like:

  • Can a CRM Solution Enable a Dynamic Workforce?
  • Can a CRM Solution Satisfy a Company's Operational Requuirements?
  • Can a CRM Solution Keep a Company's Data Secure?
  • Will Users Adopt a CRM Solution We Choose?
  • Does the CRM Solution Offer the Flexibility We Need?

 

 


12-ways-to-anticipate

 

Story of Dick and Julie in a discussion of their experiences working with entrepreneurs and small businesses who implement contact management and CRM systems!  Learn about 12 ways to anticipate and thus prepare for a better future

Download link for 12 Ways to Anticipate the Significant Mistakes Made in CRM...

  

 


Make-Your-Business-Work-Smarter

 

Download this "Make Your Business Work Smarter" PDF with strategies and actions to make your business work smarter, especially in acquiring, developing and retaining, profitable clients and customers.

 - Maintaining a consistent and full pipeline

-  Remaining 'Top of Mind' and able to be found when the customer is ready.

     


describe the image

 

Organizations rarely go it alone when they implement a Customer Relationship Management (CRM) strategy and its supporting technology.

To obtain the success you deserve with CRM - consider the following 18 Requirements for Success with CRM.

 

   

 


 Success-with-CRM-Manual

Download Success Manual for Unpredictable Times

Strategies to Support your Creative Thinking, your Communications and Your Actions.

Always useful for the Success minded person.

 

   


The Critical Importance of a Well-Used, Purpose-Built CRM System 


 

Helpful Resources

 
 
 
 
(Where Entrepreneurs Meet to Guide One Another) 

Michiana Area

Bni-Michiana-CRM-Consultant

MyA2ZDirectory-Michiana-CRM-Consultant 

Resources: Planning for CRM Success

18 Requirements for Business Success with CRM


Infographics

 CRM-successInfographic: Sales Forecasting 

 CRM-successInfographic_Sales Mobility 


  CRM-success Top 10 Reasons to Choose Infor CRM

 CRM-successCRM: A Business Imperative 

 CRM-successBuilding the Case for CRM

CRM2.0-Critical-businessCreating a CRM Business Case

Grow-Business

 

Grow your business with Saleslogix 

 CRM-successSales Mobility: Quota Untethered           

 CRM-business-ImperativeMaximize Up-Sell and Cross-Sell Potential - Leveraging the 360 degree Customer view 

17-rules-of-roadSales Forecasting-How Top Performance Leverage... 

17-rules-of-roadSales Effectiveness: Getting Sales Back to Selling

 CRM-successA Systematic Approach to Mobile Strategy

 

Office: 269-445-3001 

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

youtube-1twitter-1linkedinfacebookgplusrssPrinter-icon

© 2017 All Rights Reserved.

Legal Disclaimer