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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 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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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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The Trade show 80/20 Rules

Better planning leads to improved results at Trade Shows Having a well-used CRM is a critical component in the preparation and follow up processes for more effective marketing.
author Dick Wooden 6 Min Read
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Give an Apple to Your CRM Educator

The definition of an "Educator" is a person who provides instruction or education; a teacher.  From the perspective of a professional educator -this is how we define ourselves to our CRM clients.  A ...
author Dick Wooden 5 Min Read
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Get more from Tradeshows with a Well-used CRM

Stop follow up failure after a trade show Follow up failure is a big cost from a Trade show and potentially a lost of future revenue.  Make sure you have a well-used CRM in place and if not, consider ...
author Dick Wooden 7 Min Read
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Why you should align CRM stage names with the buyers journey

Problem:  Sales process is misaligned with Buyers Journey Let's face the new reality- buyers can access a whole lot more about their solution options and customers are in the driver seat.  Too many ...
author Dick Wooden 7 Min Read
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Street-smart ideas from Harvey Mackay

A couple years ago, Harvey Mackay wrote two columns on street smarts which really resonated with readers including myself.   Drawing on what he has learned over many decades in business, he just ...
author Dick Wooden 8 Min Read
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