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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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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 from those priorities. Believe me, we get ...
author Dick Wooden 5 Min Read
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10 Warning Signs Your Business Needs a CRM System - Leading Indicators

Are you satisfied with just a few clients and no real ambition to grow? Most businesses want more than that, a lot more. A common concern for businesses is how to know when their activities really ...
author Dick Wooden 15 Min Read
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Make better informed decisions, quicker with Creatio analytics

You have invested time, money, and other resources in building helpful information in your bpm'online CRM system. Great! Are you using the built in analytics to make better informed decisions, ...
author Dick Wooden 5 Min Read
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