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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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Julie Cooper

Julie Cooper

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B2B Customer Relationship Management: 3 Crucial Differences from B2C

The word “customer,” to many people given our everyday experiences, evokes the image of a person in a checkout line or someone pulling out their credit card to make an online purchase. The term ...
author Julie Cooper 7 Min Read
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Moving Beyond Outlook to Business Contact Management or CRM

How does a small organization looking to control spending decide between common productivity tools, such as Microsoft Outlook or Excel,  or a more robust solution(CM)?
author Julie Cooper 15 Min Read
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Second Time Around - CRM Success Replaces Skepticism

Right Sizing CRM for the Business Adopting a new business management tool like a CRM system never comes without obstacles. In the case of one of our customers, a payroll company, their main obstacle ...
author Julie Cooper 9 Min Read
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From Selling a System to Becoming Trusted Advisor: Part 2

Last week I told you about Printing Pros, the business that first contacted us when their sales team was begging for a CRM system. Results Gained with CRM  Now their team loves ACT! for several ...
author Julie Cooper 6 Min Read
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From Selling a System to Becoming Trusted Advisor: Part 1

An Enabled Sales Force Gains Productivity Our relationship with a company I’ll call Printing Pros started two years ago. The owner, whom I’ll call Mr. J, contacted us because their sales reps were ...
author Julie Cooper 5 Min Read

Want Your Business to Get Lucky?

Prepare for success before it happens with CRM. The other day I was watching an episode of one of my favorite television shows, American Pickers, on the History Channel. During the episode in ...
author Julie Cooper 5 Min Read
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Serve Your Target Market Better - ACT! for Non-Profit

Non-profit serves housing needs by organizing volunteers and material donations.   Skip Brown leads a non-profit organization called Freedom Builders in Traverse City, MI. They’re rebuilding homes ...
author Julie Cooper 7 Min Read
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