As founder and President, my passion is for leveraging your CRM to attract and engage new customers and consistently maintain great relationships.
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.
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.
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.
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
Business Mission and Philosophy
Our 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.
View examples of tailor-made, customizations we have implemented for clients, here.
While 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
Success is a Continuous Journey
Our business success philosophy can be expressed in this TED video- Success is a continuous journey by Richard St. John: