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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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How to select the best CRM system for your dynamic future

When a business owner finally realizes that their systems are not robust enough to support their processes and have become a roadblock, they want a fix now, if not yesterday. And they don’t want to ...
author Dick Wooden 7 Min Read
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Create a CRM as Unique as Your Business

Every business owner and executive believe they’ve created a unique business.  And they’re right. What makes your business special is what differentiates it in your marketplace. It’s at the heart of ...
author Dick Wooden 5 Min Read
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Success with CRM Partner Has New Name, New Look

On this beautiful Fall day in Southwest Michigan, Julie and Dick get into the promotion of the renaming event of bpm'online to Creatio.
author Julie Cooper 7 Min Read
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Scary story - case study

Pretend we're gathered around a campfire. It's dark, and spooky noises come out of the woods. Now listen to this scary story. It's about a family named Krueger. Perhaps you've heard of them. The ...
author Dick Wooden 5 Min Read
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What are Your Critical Numbers?

The Power of Numbers for business success Numbers count.  Well, yes, of course they do Do you know all your crucial numbers? You’re smart, so it’s probably safe to assume that you know your bank ...
author Dick Wooden 12 Min Read
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Business Drivers that CRM Equips You to Accelerate

Your world is crazy busy. Your time is precious. You’ve only got enough of it to focus on what most affects your business.  You need solutions that free you for those priorities.
author Dick Wooden 5 Min Read
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CRM Basics: Focus Your Business Strategy on the Customer

Customer first, for the win Customer Relationship Management (CRM) is all about finding, acquiring, and retaining the best, most profitable customers.   CRM systems automate the management of loads ...
author Dick Wooden 10 Min Read
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