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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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Key Capabilities Checklist - What is Beneficial in your CRM system?

It’s good for all of us business owners to regularly stop and evaluate what’s working well, what could work better, and what isn’t working at all. Julie and I share this checklist as a tool you can ...
author Dick Wooden 29 Min Read
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Business drivers that decision makers care about.

Your world is crazy busy and there is only enough time to focus on the key aspects that most affect your business.  
author Dick Wooden 9 Min Read

Knowledge Fuels Smart Decisions and Actions

Knowledge in your CRM data FUELS Smart Decisions and Actions  One thing I have learned over the years from my clients is the huge importance of capturing knowledge and having knowledge readily ...
author Dick Wooden 10 Min Read
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Appreciation- Increase the Value of Your Business

Some businesses have a couple of special customer appreciation days each year. That can be part of a good marketing strategy, but Julie and I advise our entrepreneurial clients to make every day a ...
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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What are Your Critical Numbers?

The Power of Numbers for business success Numbers count.  Well, yes, of course they do Do you know all your crucial numbers? You’re smart, so it’s probably safe to assume that you know your bank ...
author Dick Wooden 12 Min Read
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Business Drivers that CRM Equips You to Accelerate

Your world is crazy busy. Your time is precious. You’ve only got enough of it to focus on what most affects your business.  You need solutions that free you for those priorities.
author Dick Wooden 5 Min Read
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