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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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Costs of an Ineffective CRM Starts Business Transformation

What are the "Costs" of an Ineffective CRM? From our prospects comes this list of issues that their ineffective CRM caused before they became our clients. What would be the critical tangible costs ...
author Dick Wooden 8 Min Read
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Next Logical Step as Your Business Grows and Changes-Infor CRM

Congratulations on your current business success so far... Whether you have been using ACT! or another contact management solution, you may require additional capabilities as your business grows.  ...
author Dick Wooden 13 Min Read

More Listening Results in a Simply Smarter Solution

The Shared Discovery Process The other day Julie and I were visiting a local Sage ACT! small business client that had recently hired a new field sales representative and a new marketing person.  The ...
author Dick Wooden 6 Min Read

Don't sell me a CRM System - Show Me a Way to......

Knowledge transfer starts here.... Yes, a CRM strategy and business system can help a business improve its processes in getting, growing and keeping profitable customers in many ways.
author Dick Wooden 6 Min Read

Easy to Use and Adopt - Success with CRM requirements

FACT:  A CRM business development system that isn't easy to use will NOT be used and will have incomplete data! Can your sales reps easily view records of all your business's interactions for ...
author Dick Wooden 5 Min Read

Goals create success- how can you better state yours..

Words matter in the statement of a meaningful goal
author Dick Wooden 4 Min Read

Quick draw mobile CRM wins the deal and the day...

Having mobile capabilities available right out of your pocket or purse can often be the difference between a sale and "so long".  Yes, it seems the ability to quickly response with useful information ...
author Dick Wooden 11 Min Read
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