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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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Become More Agile in 2020:Manage Change with a Low-Code Strategy

Only advantage is agility “The only sustainable advantage you can have over others is agility,” according to Jeff Bezos and his business venture success is proof. Change happens faster all the time ...
author Dick Wooden 7 Min Read
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CRM needs to support your people, not the other way around

Free eBook: 7 keys to successful implementation Choices abound when you’ve decided you need to invest in CRM, whether for the first time or as an upgrade to support your growth. But here’s the thing: ...
author Dick Wooden 6 Min Read
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Lies of CRM Sales and the Real Work for Success

Full disclosure: CRM won't work miracles Do you believe everything some CRM salespersons tell you about the no-cost of implementing your software and all its benefits that won’t require you to lift a ...
author Dick Wooden 10 Min Read
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Stop Hobbling Along - Really Engage with CRM

The trap: when fear of change is greater than the value of the solution You’ve just made a killer presentation. The prospect gets all hot and lathered up about the solution your offering provides. ...
author Dick Wooden 16 Min Read
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bpm' online - Adding multiple records from a lookup in the detail section

Creating a detail section from a lookup that allows users to select multiple records, while the lookup window is open, can reduce clicks and frustrations for users. Learn how to add this ...
author Julie Cooper 12 Min Read
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Business Transformation with Success with CRM

Taken from our client stories: How our strategic approach has helped businesses transform  Do you want to make your business the best it can be? We’ve never met a business owner who didn’t.  It’s ...
author Dick Wooden 10 Min Read
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7 Key Benefits to Your Business with Purposeful CRM

Accelerate Business Transformation - now! Prospective clients often ask about how a contact management system can help them in their startup or small business. Julie and I answer by sharing how a ...
author Dick Wooden 21 Min Read
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