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2019 EDITION

How to Successfully Select and Implement a CRM

Learn how to navigate your options and find a CRM that fits your business goals.

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Dick Wooden

Dick Wooden

Founder and President with a passion to help improve our client's business development success in acquiring, keeping and growing profitable customer relationships.
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Quality Leadership Needs Quality Data

This past year has taught us all a lot. Some of what we’ve learned has been beneficial, and some has been discouraging and downright frightening. Either way, business as usual is a thing of the past, ...
author Dick Wooden 7 Min Read
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CRM: Greatest Strengths- are a Business Imperative.

It is about People Relationships:   CRM is about people and their relationships.  It about smartly managing the moments of significance and the human connections.  Today's successful CRM is a ...
author Dick Wooden 9 Min Read
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Triple Threat Capability or Triple Treat? You Win Either Way with CRM

Triple threat or triple treat? That might be a proofreading concern. But right now, it’s more than that. It’s a real question: Which one describes a great CRM system? Both do, actually. Triple ...
author Dick Wooden 7 Min Read
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CRM Success = Software + What else?

There is a Better Way to Achieve the Desired Outcomes If you want your CRM initiative to be successful, focus on your corporate culture before you focus on your technology purchase decision.  We have ...
author Dick Wooden 7 Min Read
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CRM Now, or CRM Later?

How big does a company need to be before a CRM system is necessary? Many start-ups and small businesses assume that spreadsheets are good enough to track contact information for their stage of ...
author Dick Wooden 6 Min Read
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Getting to Effective CRM Use Cases

If you want the best fit and the most benefit from a CRM system, we highly recommend creating use cases specific to your organization. What is a use case? And why is it so important? You’re going to ...
author Dick Wooden 17 Min Read
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Why You Need a CRM Functional Requirement List - and How to Create One

Getting the Requirements Right To choose the right CRM system and customize it to suit your organization necessitates making a list of how you need it to behave for you. These requirements often ...
author Dick Wooden 10 Min Read
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