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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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Make Lead Capture Easy and Quick

Gain Valuable Market and Product Insights with CRM Emarketing Integration Now you can swap those static web site lead capture form for interactive capturing of data directly into your CRM ...
author Julie Cooper 5 Min Read
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Hidden Costs by Sending Mass Emails from Outlook

Outlook is NOT Effective Marketing Sending out your company's newsletter, product announcement or event information to 20+ people through your Outlook system can have BIG consequences. Sending ‘bulk ...
author Julie Cooper 8 Min Read
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Satisfying the Need to Look and Sound Professional with CRM

Looks may be superficial but sometimes they are baked in.  Strong seed genetics create the foundation to generate great looking crops. Likewise a well-used CRM has to have a strong foundation that ...
author Dick Wooden 7 Min Read
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How to Build Loyalty for Your CRM - Good data answers right questions

To build loyalty for your CRM, employ the data you collect in a coherent and strategic way.   Pull together data from other silos and systems.  Better yet strategically plan on which applications are ...
author Dick Wooden 7 Min Read
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Better Conversations with Social Media and Top Producer CRM

Have More Valuable & Personal Conversations The new contact record view in Top Producer 8i gives you faster access to key contact details. Knowing important insights on “Things to Talk About” ...
author Julie Cooper 5 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 strategy ...
author Dick Wooden 10 Min Read
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Increase Engagement success- email marketing integration with CRM

Knowledge Sharing and Relationship Development As a business grows, new challenges and opportunities arise.  Smart business leaders use these as areas of business improvements. One of the most ...
author Dick Wooden 11 Min Read
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