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About Success with CRM Consulting Inc.


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

As founder and President, my passion is for leveraging your CRM to attract and engage new customers and consistently maintain great relationships.  Dick signature-80

Successfully implementing a well-used, purpose-built Customer Relationship Management (CRM) software is critical for long-term, profitable growth.

The Right CRM - Can Be One of The Most Important Decisions a Growing Company Can Make.

We help you navigate the complex analysis and decision-making process of 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 the CRM that best fits our business:  It may be BPM'online CRM,  Infor (SalesLogix) CRM, HubSpot Sales +CRM  or Swiftpage Act! contact management system to receive a high return on your investment.



Leveraging Your CRM to Attract and Engage New Customers and Consistently Maintain Great Relationships

In most mid-sized companies, all of their customer information is compartmentalized and not accessible when it is needed. Often, we see lead lists from marketing, spreadsheets from operations, historical customer sales in the accounting system and notes from the sales team in their Outlook, so getting the full picture of a customer is practically impossible.

Recognizing that there needs to be one place to see everything about a customer inside of a CRM is the first step. However, the challenge they often face is the adoption of the tool by all the many different employees within their organization. 

Here are 3 areas a company needs to focus on when choosing a CRM that will work for their unique needs:

1. CRM is 60% people, 30% process and 10% technology. A successful CRM integration focuses on what their people need to succeed. Next, it is creating a process and flow that encourages adoption which leads to quality data. Only then do we focus on putting the technology to work.

2. Your CRM should be customizable down to the user level. It is vital that your CRM is tailored to your needs, not just an out of the box solution.

3. Your CRM needs to sit inside of Outlook. Your team uses Outlook every day, so it is essential that it integrates seamlessly as well as having a simple link to customer records. 

Unfortunately, most CRM systems are not tailored to the organization let alone to the individual user, and the data collection is minimal. It becomes an expensive tool that drives very little ROI.

We understand that plight, and Success with CRM works with companies to leverage their CRM to Attract and Engage New Customers and Consistently Maintain Great Relationships.


Business Transformation

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 client’s business can transform a business for consistent long term success.


Download eBook How to Successfully Select and Implement a CRM

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 

"Great Results, Expert, Good Value. 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

"Dicks ability to truly understand client needs and business drivers set him apart from other consultants in the field." - Mike Hogan, Hogan Consulting Group

"The new group - All Accounts w/Activities is awesome! The reports we run on that group have really streamlined the conversation on our conference call topics", Michelle Torres, Cadence Recycling

Great Results, Personable, High Integrity. "Dick Wooden has been an integral part of our CRM implementation. His knowledge and expertise has helped put Ambassador Steel's vision of a CRM system into action. Dick's personality meshes well with the team here at Ambassador, which makes it easy for us to work with him" - Chris Flaig

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!Infor CRM (Saleslogix) and BPM'online CRM:

  • 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.
  • HR, 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 Oregon. 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..... 

Illinois & Wisconsin:  Chicago, Joliet, Rockford, Naperville; Milwaukee, Madison, Racine, Kenosha

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:

CRM 101 Video


What it is like

Working with Us


Problems Solved with Tailor Made, Purpose-Built Solutions

The great importance of a CRM system video welcome

Welcome 1 resized 215

 Contact Us




Infor CRM Success Google community

Ways to get started CRM 101 Video

New Call-to-action
 Deliver Customer Service - eBook

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  

Infor CRM business partner