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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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Facilitate relationships with partners and customers using Creatio portals

Creatio portals can help you to facilitate long-term relationships with partners, contractors, stakeholders, and customers, and is designed for various use cases and business scenarios.   Did you ...
author Dick Wooden 6 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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7 Keys to Success with CRM - What CRM Can Do

People Come First - What CRM Can Do In the introduction: 7 Keys to Success with CRM - People Always Come First, I mentioned that the three areas of your business affected by effective CRM are sales, ...
author Dick Wooden 12 Min Read
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7 Key Benefits for C-level Executives when considering CRM

Business leaders who consider implementing a customer relationships and management system, or CRM, want to know how CRM will benefit their company. They can expect to gain these seven key benefits. ...
author Dick Wooden 15 Min Read
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ATTENTION, CRIMESTOPPERS: Stop the Crimes of a Crappy CRM

CRM Crime Prevention Crimes might be happening right under your nose. As a business owner, you have the power to stop or, better yet, prevent them. No need to call 911. These aren’t that sort of ...
author Dick Wooden 9 Min Read
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Required fields in CRM for effective sales enablement

A customer relationship management (CRM) system like bpm’online or Infor CRM provides a single, central repository for critical contact and customer information. It enables quick and easy access to ...
author Dick Wooden 15 Min Read
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Rules for Straight Thinking for Successful Human Relations

Successful Human Relations Principles and Practice in Business, in the Home, and in Government is a book I ran across while browsing older books about relationship development from Dr. William ...
author Dick Wooden 11 Min Read
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