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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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The Twelve Golden Principles of Selling Smartly and using CRM

Principles lay the foundation for selling smarter with CRM by your side. A large part of our CRM system design and implementation involves the "Sales" side of our clients' business. So it is safe to ...
author Dick Wooden 22 Min Read

5 Key Ways to Retain, Build and Strengthen Customer Relationships

Never underestimate the value and reach of a loyal, repeat customer.  Keep customers coming back for more and have them bring their friends with them with these smart tips. Money can't buy one of the ...
author Dick Wooden 11 Min Read
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Six Steps to Building Better Relationships with CRM

Relationship development is central to success with CRM. So you are convinced that relationships are essential to the health of your business or organization, but you aren't sure how to strengthen ...
author Dick Wooden 10 Min Read

Making it all work with CRM - There must be a better way

Sometimes you just know there must be a better way. You know in your gut that your business isn’t working as well as you want it to. Then someone, like Dick or Julie, comes along and recommends what ...
author Dick Wooden 10 Min Read

eMarketing Effectiveness - 10 Tips for Designing a Sales Email

Many of the businesses we work with use their email marketing primarily for sales. There are some techniques inspired by Audrey Howes with Swiftpage, that can give you the best chance of getting your ...
author Julie Cooper 9 Min Read

Gaining Repeat Customer Sales from within your CRM

It cost six to seven times more to acquire a new customer than it does to sell additional services or products to current customers. So, what are you doing to make sure you understand what your ...
author Dick Wooden 8 Min Read
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Automating Website Lead Capture and CRM Contact Record Creation

Website Lead Management By automatically importing inbound leads into your CRM application that have been generated from a website registration form or contact us mechanism, you completely eradicate ...
author Dick Wooden 6 Min Read
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