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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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Cost vs. Value Investment - Selecting the Right CRM

CRM’s Cost vs. Investment, Look Beyond the Price Tag Before You Decide How do you make purchase decisions on business systems such as CRM? I’ll bet you look at the price tag. We get it -- We all need ...
author Dick Wooden 9 Min Read
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Creatio Update 7.15.2

Creatio new features and updates in version 7.15.2 include: Content designer: The Content Designer functionality has been updated. New features allow users to craft more attractive email newsletters. ...
author Dick Wooden 12 Min Read
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Risky Business: What Keeps You up a Night?

Checklist for Risks to Reduce What’s that little voice in the back of your business mind that whispers, “Danger, Will Robinson!”? We all have one. And it’s there for a reason. We shouldn’t ignore it. ...
author Dick Wooden 6 Min Read
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Checklist: 14 Steps to a Successful CRM Implementation

A customer-centric strategy supported by a CRM (customer relationship management) system has great potential to transform and grow your business – IF it is effectively implemented. Choosing the right ...
author Dick Wooden 8 Min Read
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How to Avoid CRM Purchase Decision Paralysis: Use this Roadmap

Decisions, Decisions - Don't delay making the smart decision What are your business development goals for 2020? Will your existing CRM system get you  there? Or will it hinder your progress? Options ...
author Dick Wooden 9 Min Read
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Gartner's Critical Capabilities for Sales Force Automation

As you probably know, Gartner’s Critical Capabilities report is an organizations’ essential companion when it comes to identifying the features and peculiarities of various B2B products and services ...
author Dick Wooden 3 Min Read

Knowledge Fuels Smart Decisions and Actions

Knowledge in your CRM data FUELS Smart Decisions and Actions  One thing I have learned over the years from my clients is the huge importance of capturing knowledge and having knowledge readily ...
author Dick Wooden 10 Min Read
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