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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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7 Keys to Success with CRM - Tailor Solution to Your Needs

Select Adaptable CRM for Tailoring to Your Business Environment Implementing an effective CRM program for your business means evaluating your needs, assessing what solutions best meet your needs and ...
author Dick Wooden 8 Min Read

8 Reasons to Be Truely Grateful

An attitude of gratitude every day and especially for Thanksgiving Day... One of my favorites quotes is by Brian Tracy, motivational speaker and author: "Develop an attitude of gratitude, and give ...
author Dick Wooden 3 Min Read
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7 Keys to Success with CRM -Getting the Right Professional to Help

In previous articles I covered the points that obtaining business and professional success with CRM is achieved with first with a people process....  Using experienced CRM consultants can make the ...
author Dick Wooden 6 Min Read
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Understanding the Value points for CRM in Your Business

CRM is more than just software or a set of processes – it’s a business culture solidly focused on winning and keeping the right customers. A good CRM solution builds value for your business by ...
author Dick Wooden 6 Min Read
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What I want, need, and must have in my CRM system...

Many times when asking a potential prospect questions about their business, we get into lots of "Can it do this or become that, I want this, it must do this, and I need it to provide this...."
author Dick Wooden 13 Min Read
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Are your customers learning faster than you?

Rapid change to True Transformation We are no longer in a period of rapid change. As Daniel Burrus states, "we have now entered an amazing inflection point where true transformation happens". For ...
author Dick Wooden 11 Min Read

Summary View with Meaning and Quick Insight from SalesLogix

When a summary view can provide much more... The SalesLogix summary and list views are two ways of looking at your entities: account, contact, opportunity and ticket) records in a list, spread-sheet ...
author Dick Wooden 6 Min Read
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