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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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Making Sense of Decision-Making in a Digital World

If you’re making decisions about your business strategy, how are you thinking about digital? By necessity, more of our lives happen digitally than a year ago. The transformation was underway anyway, ...
author Dick Wooden 7 Min Read
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Scary or hopeful business future? Agile Acceleration

Business Strategy:  CRM for Agile Acceleration The past year has been one of the toughest in memory for many if not most business owners. The economic downturn due to pandemic has been swift, sharp, ...
author Dick Wooden 9 Min Read
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Transform Business by Listening: to People, to Experts

When you hire, who do you look for? I’m guessing you hire people whose education and experience have made them knowledgeable in their fields. That’s how successful businesses build their teams. The ...
author Dick Wooden 7 Min Read
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CRM as Memory Booster - Capture Conversations

We set calendar reminders and compile grocery lists for a reason. Without them, we would forget that dentist appointment and the dish soap we’re nearly out of. Have you ever had a conversation with a ...
author Dick Wooden 12 Min Read
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Business Knowledge for the Next Level - Creatio CRM

Repeatable and consistent success in business depends on a core strategy revolving around the quick and easy access to knowledge. Knowledge is typically found in database systems.  It means having ...
author Dick Wooden 8 Min Read
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How to Build the Perfect CRM Implementation Team Today

Success with a well-used CRM system requires thinking carefully about building your CRM implementation team. It’s critical to understand the people who will be using the system and how they'll use it ...
author Dick Wooden 21 Min Read
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More Automation and Low-code Tools In Creatio Update 7.17.2

We are thrilled to introduce the latest updates (February 2021) for Creatio products.  These are those that are the most helpful for our Creatio clients across the United States. New Features and ...
author Dick Wooden 16 Min Read
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